AI Automation
CRM Automation
A CRM your sales team actually trusts.
Overview
What this service covers
We turn the CRM from a reporting burden into an operating system for revenue: leads captured automatically, scored intelligently, routed instantly and followed up without anyone remembering to.
Business challenges we solve
- Leads sitting unattended for hours or days
- Pipeline data too incomplete to forecast with
- Sales reps doing admin instead of selling
Our solution
End-to-end CRM design and automation — capture, deduplication, scoring, routing, sequences, task creation and management dashboards.
Technology used
- HubSpot
- Zoho CRM
- Salesforce
- n8n
- Twilio
- Looker Studio
Capabilities
Key features
Omnichannel capture
Website, ads, WhatsApp, calls and marketplaces into one pipeline.
AI lead scoring
Rank leads on fit and behaviour so reps work the best ones first.
Instant routing
Assign by territory, product, language or availability in seconds.
Follow-up sequences
Multi-touch cadences across email, WhatsApp and calls.
Pipeline hygiene
Automatic stage rules, reminders and stale-deal alerts.
Revenue reporting
Source-to-revenue dashboards leadership can rely on.
Benefits
What you get
- Response times measured in minutes, not days
- Higher conversion from the same lead volume
- Forecasts based on clean, complete data
- More selling time per rep
Industries
Who we deliver this for
Our process
How the engagement runs
- 01
Discover
We audit your systems, funnels and operating metrics to establish a factual baseline and a shared definition of success.
- 02
Design
Solution architecture, measurement plan and a phased roadmap with costs, owners and expected return per phase.
- 03
Build
Delivery in two-week increments with working software or live campaigns reviewed at the end of every sprint.
- 04
Deploy
Controlled rollout with monitoring, documentation and team enablement so adoption sticks after go-live.
- 05
Optimise
Continuous experimentation and reporting against the metrics agreed at discovery, quarter after quarter.
Case studies
Related results
AI voice agents recovering 31% of missed patient calls
Twelve diagnostic centres were losing bookings to unanswered calls at peak hours. AI voice agents now handle overflow, booking and report queries.
Read case studyProcurement cycle time reduced from 9 days to 2
Document intelligence and approval automation removed the paper trail from a 40-step procurement process.
Read case studyFAQ
Questions clients ask
Testimonials
From clients we work with
"Acovia rebuilt our measurement before touching a single campaign. Six months later we are spending three times as much and our margin is better than when we started."
"The voice agents handle the calls our team never could. What impressed me was the operational rigour — escalation rules, transcripts, quality reporting, all of it."
Ready to start with CRM Automation?
Book a 30-minute consultation. We will review your current systems and funnels and tell you honestly where the fastest return sits.