Service · AI Automation

AI CRM Integration

Connect all your tools, data, bookings, and leads into one central CRM so nothing gets lost, forgotten, or trapped in random spreadsheets ever again.

  • All customer data stored in one organised CRM
  • No more messy spreadsheets or lost leads
  • Automatic syncing from forms, WhatsApp, calls, and emails
  • AI-powered tagging, segmentation, and lead scoring
  • 100% accurate data — no manual entry required
  • Faster follow-ups and smoother workflows across the business
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What's Included

  • Full CRM audit (HubSpot, Airtable, Close, Pipedrive, Zoho, etc.)
  • Mapping of all your current data sources
  • Automated data entry (no more manual typing)
  • Lead capture flows connected to CRM
  • Google Forms / Website Forms / WhatsApp / AI Call flows → CRM
  • Tagging, segmentation, and pipeline setup
  • AI lead scoring
  • Task automation (reminders, follow-ups, status changes)
  • Deduplication & data cleaning
  • Reporting dashboards
  • Monthly optimisation and flow adjustments

How It Works

1

Data Mapping

We analyse where your data currently lives (forms, sheets, WhatsApp, calls, emails).

2

CRM Integration Setup

Everything is wired into one central CRM — fully automated.

3

Automation Build

Leads, bookings, interactions, and notes sync instantly without human input.

4

Live Monitoring & Optimisation

Flows are improved monthly to keep your CRM clean and accurate.

Pricing

Packages start from £750.

Who It's For

  • Preston businesses drowning in spreadsheets
  • Companies wanting organised, centralised customer data
  • Teams missing leads because data is scattered
  • Businesses using AI tools but no CRM to hold the output
  • Any company wanting a smooth, automated sales pipeline

Why Choose Us

  • AI-enhanced data cleaning and organisation
  • Seamless integration with the CRM you already use
  • No more manual data entry
  • Crystal-clear pipelines and contact records
  • Everything captured automatically — nothing lost

Frequently Asked Questions

Can you integrate multiple tools into my CRM?

Yes — forms, WhatsApp, calls, bookings, emails, and more.

Do you migrate my old spreadsheets?

Yes — data is cleaned, deduped, and imported properly.

Will the CRM update automatically?

Yes — all flows run 24/7 with no manual updates needed.

Do you support all CRMs?

We support HubSpot, Airtable, Close, Pipedrive, Zoho, and others.

Can AI score and tag leads for me?

Yes — AI scoring and segmentation are included.

Ready to centralise your data and automate your CRM?

Start your AI CRM Integration today.

Book a call

Service snapshot

Service: AI CRM Integration

Category: AI Automation

Base: Penwortham, Preston, Lancashire

Coverage: Preston, Chorley, Bamber Bridge, Walton-le-Dale, Lostock Hall and surrounding areas.