Pipeline What happens when they reach out?
Service / One-time + platform costsCRM & AI Integration
One-time Starting at $400
Calls go unlogged, follow-ups get forgotten, and accounts go quiet without anyone noticing. We connect AI tools to the CRM you already use — auto-logging calls, summarizing interactions, and drafting follow-ups — without changing how your team works.
Owner-built, human-supervised, and supported by monitored automation.
Short answers, before the detail
Which CRMs does this work with?
Most common CRMs used by small businesses — we'll confirm compatibility with your specific platform during intake before any work starts.
What are "platform costs" and who pays them?
Tools like Zapier or Make that handle the connections between your CRM and AI services typically run their own monthly fee, billed directly to you by that platform — kept separate from our fee so you always know what you're actually paying for.
What gets auto-logged?
Calls, summarized interactions, and follow-up drafts — the administrative work that normally eats time after every customer conversation.
What's included
CRM-to-AI integration
Your existing CRM connected to AI tools that handle the administrative work around every interaction.
Auto-logging & summarization
Calls and interactions logged and summarized automatically — no more forgetting to write up a conversation.
Follow-up draft generation
Draft follow-up emails prepared automatically, ready for a quick review and send, not written from scratch.
At-risk account flagging
Accounts showing warning signs — no contact, missed follow-up — flagged before they're lost.
Platform cost transparency
Connector platform fees (Zapier, Make, or similar) billed separately and clearly, never bundled into our invoice.
Staff walkthrough
A short session so your team understands what changed and what to expect in the CRM going forward.
What's not included
- Connector platform fees (Zapier, Make, or similar) — billed directly to you by that platform
- Work outside the written proposal — quoted separately before it starts
Pricing
Who does what
Human oversight
Alex scopes and builds it, and reviews anything automated before it goes live. You approve anything customer-facing.
Who owns what
Accounts registered in your name stay yours. Systems we build and operate for you (automations, integrations) stay with us if you cancel — see the terms.
Who this is for
Businesses that already use a CRM but spend too much time on the manual work around it — logging calls, writing follow-ups, remembering which accounts have gone quiet.
This makes the CRM you already pay for actually earn its keep, without asking your team to learn a new system.
Frequently asked questions
Which CRMs does this work with?
Most common CRMs used by small businesses — we'll confirm compatibility with your specific platform during intake before any work starts.
What are "platform costs" and who pays them?
Tools like Zapier or Make that handle the connections between your CRM and AI services typically run their own monthly fee, billed directly to you by that platform — kept separate from our fee so you always know what you're actually paying for.
Does this change how my team already uses the CRM?
No — the goal is to make the CRM smarter without changing the day-to-day workflow your team already knows. Auto-logging and summaries happen in the background.
What gets auto-logged?
Calls, summarized interactions, and follow-up drafts — the administrative work that normally eats time after every customer conversation.
How does the at-risk account flagging work?
Accounts that go quiet, miss a follow-up, or show other warning signs get flagged automatically, so nothing important slips through simply because nobody happened to notice.
Related services
The terms on this page, explained
No jargon test. If any of this is unfamiliar, here is what it actually means — written for the person paying for the work, not the person selling it.
API
A defined way for two pieces of software to exchange information without a human retyping it. When your booking system drops an appointment straight into your calendar, an API did that.
API integration
Connecting two systems so information passes between them without anyone retyping it. Most “our software doesn’t talk to that” problems are solvable this way.
CRM
Customer Relationship Management — the system holding every contact, conversation, quote, and job in one place. Its real value is that the history survives whoever answered the phone last time.
First-party data
Information customers gave you directly — your email list, booking history, service records. As tracking across sites keeps getting restricted, it is the only marketing data you genuinely control.
Inventory sync
Keeping stock counts matched across your online store, point of sale, and warehouse so the website cannot sell something you no longer have. Without it, overselling is a question of when rather than if.
Ready to make your CRM do more of the work? Start with a free Market Leak Check.
Prefer to talk it through first? Book a consultation.