Locate AI
Solution

CRM automation
Pipeline hygiene, lead routing, and reporting on autopilot.

Most CRMs are graveyards of half-filled fields and stale deals. We build the automation layer that keeps your pipeline accurate, your leads routed in seconds, and your reporting honest.

What's inside

Auto-routing

Inbound leads land with the right person within seconds, scored and prioritised.

Pipeline hygiene

Stale deals flagged, missing fields backfilled, duplicates merged automatically.

Live dashboards

Real-time pipeline health, forecast accuracy, and rep activity in one place.

Calendar-aware

Bookings, follow-ups, and SLA timers all linked to the right CRM record.

Signs you need this
  • Sales team complaining the CRM is a chore
  • Leadership unable to trust the forecast
  • Inconsistent follow-up between reps
  • Leads going cold because nobody picked them up fast enough
Benchmark
+38%
Closed-won rate after pipeline hygiene rollout

Ready to see what a system feels like?

Book a 30-minute strategy call. No deck, no pitch. Just a conversation about where the time is going and what we would do first.