AI for sales teams

AI sales automation that finds, qualifies and routes the right leads

We use AI to enrich permitted prospect data, qualify and score leads, personalise outreach and route qualified opportunities to your sales team while interest is high.

Automate my sales pipeline See the process

More time selling, less time sorting

Sales teams lose hours to work that is not selling: researching prospects, copying details into the CRM, deciding which enquiry to call first, writing the same follow-up again. AI sales automation takes on that work, so your people spend their time in conversations that can close.

When a lead arrives – from a form, an ad, a chat or a call – the workflow enriches it with business data you are permitted to use, scores it against your ideal customer profile and routes it to the right salesperson with a short briefing. For outbound, AI researches each target account and drafts personalised first messages for your team to review, while sequences, reminders and CRM updates run automatically.

We keep it compliant and human. Data comes from sources you are allowed to use, outreach respects opt-outs and the email and privacy rules in your markets, and nothing goes out in a salesperson’s name without the level of review you choose.

Who it is for

B2B companies, SaaS teams, professional firms and any business with a sales team that spends too much time on research, data entry and sorting leads.

See it in action

A quick, scripted walk-through.

Automated workflow run

Scripted demo

Example data. Each step below is a node in an n8n-style workflow.

  1. TriggerQuote request submitted on the website
  2. AI readsIntent: quote · urgency: high · service: installation
  3. EnrichCompany size and location added from permitted data
  4. ScoreStrong fit for your ideal customer profile
  5. RouteAssigned to the sales lead for the region
  6. ReplyPersonal first reply with a booking link
  7. RecordCRM deal created, follow-up task set, team alerted

A front-end simulation with a fictional business: no AI is called and nothing you do here is sent anywhere.

Problems we solve

Sound familiar?

Slow speed to lead

Hot enquiries wait hours for a first response while sales works through the inbox.

Every lead treated the same

Salespeople spend as long on poor-fit enquiries as on the ones most likely to buy.

Research eats selling time

Preparing for calls and personalising outreach takes longer than the conversations themselves.

A messy CRM

Records are incomplete, activities are not logged and forecasts depend on guesswork.

Outcomes

What changes for you.

  • Qualified opportunities routed to sales while interest is high
  • Leads prioritised by fit and intent, not arrival time
  • Personalised outreach prepared quickly and reviewed by people
  • A complete, up-to-date CRM without manual entry
  • Clear reporting from first touch to closed deal

What you get

Included

  • Lead enrichment from permitted data sources
  • AI lead scoring and qualification
  • Personalised outreach drafts
  • Automated routing and sales alerts
  • Sequences, reminders and CRM updates

How we work

Our approach

  • Agree what a qualified lead is with sales first
  • Use only data you are permitted to use
  • People review outreach before it is sent
  • Respect opt-outs and email rules in every market
  • Measure meetings and revenue, not message volume

Process

How it runs, step by step.

  1. Define

    Ideal customer profile, qualification rules and routing, agreed with sales.

    Week 1

  2. Connect

    CRM, forms, enrichment sources and communication tools connected.

    Week 2

  3. Build

    Scoring, routing, briefings and outreach drafting workflows.

    Weeks 3-4

  4. Pilot

    Run alongside the team; compare scores with real outcomes.

    Weeks 5-6

  5. Refine

    Tune scoring and messaging from won and lost deals.

    Monthly

Deliverables

What you receive.

  • Qualification and routing rules
  • Enrichment and scoring workflows
  • AI briefings and outreach drafting
  • CRM automation and clean-up
  • Sales alerts in email or Slack
  • Pipeline reporting dashboard

Tools we work with

  • HubSpot
  • Salesforce
  • Pipedrive
  • n8n
  • Clay
  • Apollo

Industries

Where this works especially well.

SaaS & Technology Professional Services Real Estate & Home Services Education & Training

FAQ

AI Sales & Lead Generation: common questions

How is this different from your Lead Generation service?

Lead generation creates demand: offers, landing pages, ads and funnels that bring enquiries in. AI sales automation works on what happens next: enriching, scoring, routing and following up those leads so sales can act on them quickly.

Where does prospect data come from?

From your own CRM and forms, plus enrichment and prospecting providers whose data you are licensed to use. We do not collect personal data from sources that do not permit it, and we record where each data point came from.

Will AI send emails on its own?

Only if you choose that for low-risk messages such as confirmations. By default AI drafts personalised outreach and your team reviews and sends it, so every message in a salesperson's name has been approved.

Which CRMs do you work with?

HubSpot, Salesforce, Pipedrive and Zoho CRM most often, and others with a good API. If your CRM data is messy, cleaning it up is usually the first step.

Is cold outreach legal?

It depends on the market and channel. B2B email is allowed in many countries with conditions such as clear identification and an easy opt-out, while others, especially in the EU, are stricter. We design outreach to the rules in your target markets and recommend legal review where needed.

Related services

Works best together with

AI Automation

n8n workflows, CRM and API integrations, routing, documents and reporting.

Explore AI Automation

Let’s talk about AI Sales & Lead Generation.

Book a free 30-minute strategy call. You leave with three clear priorities for growth, whether you work with us or not.

Automate my sales pipeline See engagement models