CRM Automation
Founder Portal ships crm automation end-to-end — built inside your accounts, documented for your team and maintained after launch.
Every CRM starts clean and ends as a graveyard. We fix the root cause: humans should not be the ones typing what already happened.
What changes once this is live.
Contacts, deals and activities created automatically from real events.
Deal stages that reflect reality — no manual updates required.
AI-generated deal summaries and risk flags before your Monday review.
Clean, deduplicated data every reporting cycle.
Forecasting dashboards leadership can actually trust.
Everything we build in this capability.
Pick the items that matter for your business — we scope, build, integrate and maintain them under your name.
- ·CRM setup and customization
- ·Automated contact creation
- ·Lead-to-deal conversion workflows
- ·Pipeline management
- ·Deal-stage triggers
- ·Task assignment
- ·Follow-up reminders
- ·Automated sales notes
- ·Email and calendar synchronization
- ·CRM data cleaning and deduplication
- ·AI-generated deal summaries
- ·Deal-risk identification
- ·Opportunity scoring
- ·Forecasting dashboards
- ·Automated customer-status updates
- ·Integration between website forms, CRM, email, and Slack
How founders put this to work.
Inbound-to-CRM
Every form, chat and email becomes a properly scored, routed and assigned contact in seconds.
Meeting-to-CRM
Sales calls are transcribed, summarised, tagged and pushed to the right deal record automatically.
Health scoring
Deals get a live risk score based on activity, sentiment and time-in-stage.
A predictable four-step delivery.
Scope
We map the current process, tools, data and the exact bottleneck you want removed — then agree on a fixed deliverable list.
Design
We design the workflow end-to-end: triggers, AI prompts, human approvals, error paths, notifications and reporting.
Build
We build inside your accounts using the tools you already pay for, integrate everything, and pilot with real data before going live.
Handover
You get documentation, a runbook, monitoring, and a monthly optimisation window — so the system keeps improving as your business grows.
The tools this capability usually runs on.
What we measure once the system is live.
CRM data freshness
% of deals with full activity history
Forecast accuracy
Examples, not promises. Real KPIs are agreed with you during scoping.
Engagement shapes that include this capability.
Custom AI System
For companies requiring a proprietary product or internal platform.
Questions founders ask before starting.
Whose accounts is this built on?
How do you handle our data?
What happens after go-live?
Explore the rest of the catalog.
Ready to build your US launch stack?
Build from anywhere.
Launch globally.
Start with the readiness assessment. You will receive a recommended launch path based on your country, business model, website and current setup.
You own every account and company document. Stripe, banks and government authorities make their own approval decisions.