CRM, analytics and AI agents wired into one system
Leads arrive in one tool, ad spend sits in another and revenue in a third. We connect them, so you can see which campaigns bring customers, and put agents to work where judgement is needed.
Starts with a free audit: SEO, ad account or analytics (GA4, GTM). You keep the findings.
Where the system breaks
You can't see which campaigns bring customers
Platforms count clicks and form fills. Which campaigns produce paying customers and revenue stays a guess.
Leads don't reach the right person
New leads sit in an inbox or the wrong pipeline, follow-ups depend on someone remembering, and nobody trusts the scoring.
AI that never reaches production
A demo that impressed, a half-built agent that breaks on real data, or AI in a browser tab that nothing else connects to.
What you get
- Attribution joined to your sales or CRM data, with ad spend reconciled against real revenue
- Lead routing: capture, enrichment, scoring and hand-off to the right person
- CRM automation: no more missing fields between forms, CRM and email
- GA4 to BigQuery, with modelled tables in Dataform
- An agent spec: the job, the data it reads, what it may propose, and who approves
- Approval gates in Slack or email, with a record of who approved what
- Monitoring and an alert when an agent fails or drifts
- Handover: your team learns to read, approve and adjust the agent
What stays in your hands
- An agent never does these on its own: move budget or change bids; send a message that commits the business; publish anything; change tracking, goals or conversions; delete data
- Those actions wait at an approval gate for the person who owns the channel
- Agents read only what their job needs
- Access is granted per account and can be revoked at any time
- Every proposal, approval and action is logged
- Your team learns to read, approve and adjust the agent
Where we've done it
We run our own agency on the same agents: they qualify inbound leads, turn meeting transcripts into tasks, brief the team every morning and report on ad accounts daily.
An AI sales-desk agent: it scores every Instagram lead with a quote as evidence for each point, sorts target from noise, and puts a priority queue in front of the sales team every morning.
Five specialised AI agents track major competitors 24/7 across SEO, social, product pages and email. An orchestrator cross-references the signals and delivers a prioritised executive report every Monday.
We run our own agency on the agents we sell: inbound sales, content, Upwork bidding and project management each have an agent stack in n8n and Claude, wired to ClickUp, Slack and Gmail. Agents do the routine work faster and at a volume a small team could not cover by hand; people spend their hours on decisions.
How it starts
We map your CRM, analytics and ad accounts and show where data is lost between them and where an agent pays back first. You keep the findings either way.
A fixed scope: one agent, one workflow, one account or one tracking rebuild. You see every proposal before anything goes live.
We run and improve it: agents work daily, the specialist decides, and you get a live report on your own data.
Questions we get asked
What does an agent never do without approval?
Anything that moves money, commits the business to a customer or changes what gets measured. Those actions wait for the person who owns them.
Will it work with our CRM and tools?
If a tool has an API or an MCP server, we can usually connect it. We have built agents on Google Ads, GA4, GTM, BigQuery, Ahrefs, ClickUp, Slack, Gmail and Telegram. We confirm your stack in the audit.
How is our data handled?
Agents read only what their job needs. Access is granted per account and can be revoked at any time.
What does it cost?
We quote after the free audit, once the scope is clear. You keep the audit findings either way.
Get a proposal
Tell us what you want to grow. We reply within 24 hours with what we'd look at first. Every engagement starts with a free audit: SEO, ad account or analytics (GA4, GTM). You keep the findings either way.