AI for Sales Operations

Automate Sales Research, Enrichment and CRM Operations

AI agents that handle the data work in your sales process — lead research, CRM enrichment, qualification scoring and pipeline reporting — so your team spends time on conversations, not spreadsheets.

The Problem

Manual Sales Data Work Slows Every Deal

Sales teams lose significant selling time to tasks that should be automated — researching accounts, updating CRM fields, drafting follow-ups and assembling pipeline reports.

  • Reps spend hours researching leads manually instead of selling
  • CRM records are incomplete, stale or inconsistent across fields
  • Follow-up timing is inconsistent and opportunities are lost
  • Pipeline reports require manual data assembly from multiple systems
  • Qualification criteria applied inconsistently across the team
With AI Sales Operations
  • Research completed before a rep opens the record
  • CRM fields enriched automatically on new lead creation
  • Outreach drafted from enrichment data, approved in one click
  • Pipeline reports assembled and delivered on schedule
  • Consistent qualification applied to every lead
Workflow

How the System Runs

From an initial lead signal to a qualified record in CRM with outreach queued — without a rep touching it.

Lead
Research
Enrichment
Qualification
CRM Sync
Follow-up
Sales Action

Each step is configurable. Human review gates can be inserted at any point.

Capabilities

What We Build

Modular AI capabilities that integrate with your existing CRM and sales tools.

Lead Research Agent

An agent that takes a company name or domain and returns structured research: funding stage, headcount, tech stack signals, recent news, decision-maker identification and ICP scoring.

CRM Enrichment Pipeline

Automated enrichment that fills missing CRM fields from external data sources and internal signals. Runs on new records or triggers on field change.

Outreach Automation

AI-drafted outreach sequences personalised from enrichment data. Connected to your sending infrastructure and CRM activity log with human review gates where needed.

Qualification Scoring

Consistent ICP and BANT scoring applied to every lead by the same logic. Scoring criteria defined by your team, applied by the system — not individual judgement.

Pipeline Reporting

Automated pipeline snapshots and exception alerts. Pulls from CRM, enriches with context and delivers formatted reports to Slack or email on schedule.

Stack

Technologies We Use

Model-agnostic and CRM-agnostic. We integrate with your existing tools.

n8nWorkflow orchestration
OpenAI / ClaudeResearch & enrichment reasoning
HubSpot / SalesforceCRM integration
LinkedIn, Clearbit APIsExternal data sourcing
Slack / EmailDelivery & alerts
Get Started

Ready to Automate Your Sales Operations?

Tell us about your CRM, your current process and where the friction is. We will scope a realistic AI system for your sales workflow.