How we wire Claude into any CRM for sub-60-second lead response
The exact webhook architecture, prompt design and guardrails we use on mid-enterprise builds.
Vendor-neutral by design. We implement the CRM and marketing automation platform that fits your sales motion — and connect everything with Zapier, Make and custom API work.
Mid-enterprise CRM builds across HubSpot, Salesforce, Zoho and more: architecture, custom objects, automation, governance and clean migration of legacy data.
Full-funnel marketing automation: nurture journeys, scoring models, lifecycle campaigns and multi-channel orchestration with revenue attribution baked in.
Thousands of hours of manual ops eliminated. We design resilient Zapier and Make scenarios — with error handling, logging and documentation your team can own.
LLMs embedded at API level into your revenue stack. Claude and ChatGPT read CRM context, then act: scoring, drafting, summarising, predicting — with human-in-the-loop guardrails.
Not chatbots bolted on the side. These are production AI workflows we've deployed across 300+ CRM instances — each one reading real CRM data and writing results back automatically.
Every inbound lead is read by Claude or GPT, enriched from public data, scored against your ICP and routed to the right rep — in under 60 seconds.
Personalised emails and WhatsApp messages drafted from deal stage, call notes and objections — queued for one-click rep approval.
Sales calls auto-transcribed and summarised into CRM notes with action items, sentiment and next steps logged against the deal.
Segment-aware campaign copy in your brand voice, A/B variants included, pushed straight into your marketing automation journeys.
Agents scan activity gaps, sentiment shifts and stalled stages — then flag at-risk accounts with a recommended save play.
An LLM-powered website agent that qualifies visitors, books meetings and creates the deal in your CRM — fully hands-off.
Anthropic's Claude for complex reasoning: lead qualification, long-context account analysis, nuanced drafting and structured data extraction — built with evaluation suites and guardrails.
OpenAI's GPT models for high-volume tasks: real-time chat agents, campaign copy at scale, classification and function-calling workflows wired into your stack via Zapier, Make or custom middleware.
Here's how we, as an AI agency in India, take you from audit to a fully AI-run pipeline in five moves.
We map your funnel, tools, data quality and team rituals. You receive a written gap report and AI-readiness score — even if you never hire us.
Platform recommendation (or validation), pipeline design, integration map and AI workflow specs — signed off before a single config is touched.
CRM configuration, deduped migration, Zapier/Make automations and Claude/ChatGPT agents built in a sandbox, tested against real scenarios.
Role-based training, SOP playbooks and a hyper-care launch window where we sit with your team daily until adoption sticks.
Monthly reviews of adoption, conversion and agent performance. New AI workflows shipped as your team's confidence grows.
Migrated 600k leads from legacy systems to a unified CRM with LLM lead scoring and WhatsApp follow-up agents across 12 regional teams.
Full RevOps rebuild: CRM re-implementation, Make-orchestrated data sync across 9 tools, AI call summaries and deal-risk alerting for 60 reps.
Marketing automation overhaul with AI-generated segment copy, churn-signal win-back flows and full revenue attribution via Zapier pipelines.
Platform licences billed by the vendor. Mid-enterprise scopes are confirmed after the free audit — figures below are starting points.
For lean teams that need a working AI-assisted pipeline fast.
Full mid-enterprise implementation with LLM agents in production.
Managed RevOps + AI ops as your embedded systems team.
The exact webhook architecture, prompt design and guardrails we use on mid-enterprise builds.
When each wins, where both fail, and the architecture patterns that survive scale.
Segment design, LLM-generated variants and the win-back trigger most teams miss.
A 45-minute working session plus a written report on your funnel, your current stack, and the three AI workflows with the fastest payback for your team.