AI & Systems · 04 / Service
A pipeline that tells you what to do next.
Off-the-shelf CRMs are filing cabinets. We build custom CRM and pipeline tools that track enquiries, surface follow-up prompts, and keep contact context where the team already works, so deals move because the tool reminds you, not because someone remembered. People stay in control of every move.
Overview
What it is.
A bespoke, lightweight CRM and pipeline tool shaped around how your team sells. It does the unglamorous work, tracking enquiries, watching for stalled deals, and routing follow-up prompts to the person who can move things along.
AI plays a supporting role: drafting summaries, suggesting prompts, and pulling together contact context. People stay in control. The tool does not call, email, or commit on your behalf, it makes the next move obvious to the human responsible for it, who approves it.
What it includes
What it includes.
- 01
Enquiry tracking
Every lead and opportunity captured, with status and momentum kept in plain view.
- 02
Follow-up prompts
Targeted nudges to a person, sized to the stage and the relationship. Approved before anything goes out.
- 03
Pipeline tools
Pipeline shape and stage health visible to the people who can act on it.
- 04
Contact context
Summaries drawn from the conversations and sources you already have, ready when a person needs them.
- 05
Pipeline health views
Leadership visibility on coverage, velocity, and where deals are stuck.
- 06
Sales and admin coordination
Hand-offs between selling, scheduling, and onboarding routed cleanly.
How it works
How it is built.
- 01
Discover
Map how the team actually sells today and where deals quietly slip out of view.
- 02
Design
Shape the pipeline model, the prompts, and the screens the team will use.
- 03
Build
Connect data sources, build the views, and wire the prompts to human follow-up.
- 04
Operate
Refine the prompts and surfaces as the offer, the team, and the buyers change.
Who it's for
For pipelines kept alive by memory and good intentions.
The operating problem is invisible drop-off. Deals lose momentum in the gap between meetings, the inbox, and the spreadsheet. A custom pipeline tool that surfaces the next move at the right time keeps opportunities from quietly aging out.
- Sales-led businesses
- Founder-led sales
- Operators on spreadsheets
What it isn't
What it isn't.
- Autonomous calling.
- Voice agents.
- Replacement for the salesperson.
Engagement
Engagement shapes.
-
Pilot
A fixed three to five week build covering one pipeline and the team running it.
-
Full build
A six to ten week engagement covering pipeline, tracking, prompts, and coordination.
-
Operating partner
Retained iteration as the offer, the team, and the buyers shift.
FAQs
Questions, answered.
- Do you replace HubSpot or Pipedrive?
- Sometimes. Often we build alongside, adding the tracking and prompts you actually need.
- Do you do automated calls?
- No. We do not build voice or call automation. Follow-up prompts go to humans.
- How is this different from buying a CRM?
- Generic CRMs make you fit them. A custom tool fits you.
- Does AI run my sales for me?
- No. AI supports summaries, prompts, and contact context. Every move stays with a person.
- Can we start small?
- Yes. A pilot scope is the standard entry point.
Related capabilities
All capabilitiesKnowledge systems
Internal search and document hubs that surface approved answers fast.
AI & SystemsInternal reporting
Dashboards, digests, and workflow routing that take reporting off the team.
AI & SystemsAI adoption
Useful, low-risk automation around your website, content, admin, and reporting.
Start a project
Let's build the version that works.
Tell us what you're trying to move, more of the right enquiries, less manual admin, or both. You'll hear back from Jake directly.