Systematic Geeks Done-for-you AI automation Book a call

Everyone tells you to “keep the CRM updated.”

We build the system
that updates it for you.

Your CRM is only as honest as the last person who couldn’t be bothered. We build the systems that move the stage when the email arrives, file the call notes on the record and set the next follow-up, without anyone opening the CRM to do it. The first one is on us.

Book the CRM call 45 minutes. No hard sell. Leave your card at home.

The pipeline lies
because it’s manual.

Every deal in your CRM is at the stage someone last remembered to set. The real stage is in an email thread, a text and a phone call that never got logged. So the forecast is fiction, the follow-ups are late, and the one person who knows what’s going on is the one who’s on leave.

The fix isn’t nagging the team. It’s taking the updating away from them.

Everyone hates
updating it.

  • “We pay for the CRM and run the business off a spreadsheet anyway.”
  • “Our best broker has the worst notes. Her clients live in her head.”
  • “The candidate said yes on the phone. The system still says ‘screening’.”

Good people spend their day talking to clients and candidates. Data entry always loses to that, and it should.

Stages move
themselves

A reply, a signed document, a booked meeting. Each one moves the deal, in the CRM, the minute it happens.

Notes file
themselves

Calls summarised, emails logged, texts captured against the right contact. The record is the truth.

Follow-ups fire
themselves

Next action set on the event, reminder sent to the owner, chase sent to the contact if that’s the rule.

Getting there.

Three steps
and a clean pipeline.

  1. 01

    A 45-minute call

    We look at how deals actually move versus what the CRM says, and find the handful of events that should be driving it. You keep that map either way.

  2. 02

    We wire the events to the CRM

    Inbox, calendar, phone system, e-sign tool. Whatever you already use, feeding the CRM you already pay for. Most systems are live in 7 to 14 days.

  3. 03

    The pipeline becomes believable

    Forecasts you can plan on, follow-ups that happen, and a team that stopped doing data entry. We monitor it and keep it tuned.

Stop paying for
a CRM nobody updates.

Built inside the CRM you have, live in about two weeks. Book the call and we’ll scope the events that should be moving your deals.

Get your first build free Scoped on a 45-minute call. Live in 7 to 14 days.