Here's how we take the manual work out of sales & marketing operations for Birmingham teams. Pick one workflow to start, see what it saves, and grow from there.
We map how your sales & marketing work runs today, then automate the repetitive steps, such as CRM data entry, lead logging & contact deduplication, lead scoring & automated territory routing, sales proposal & contract generation, inside HubSpot and Salesforce and your other tools. Most Birmingham teams start with one workflow from £399 and have it live in one to three weeks.
Updated November 2026
Sales teams in the UK mostly run on HubSpot, Salesforce and Pipedrive. We automate lead routing, follow-ups and reporting inside those, and we keep consent tracking tight because PECR for email and SMS marketing applies to anything that goes out.
Birmingham and the wider West Midlands still make things, with automotive suppliers, engineering firms and a growing professional services scene in the city centre. Purchase orders and supplier invoices are a big part of daily life. For sales & marketing teams in manufacturing, automotive supply and professional services, that usually means the same handful of tasks done by hand every week. Those are the ones we go after first.
Each one is built for your tools and your rules. Here's the problem it solves and what changes.
Duplicate contacts and manual data entry errors pollute your CRM and cause sales reps to waste time on bad data.
Automated lead capture, enrichment, and deduplication across all inbound channels synced to your CRM.
Manually scoring leads and assigning them to the right rep is slow and inconsistent across the team.
Rules-based or ML lead scoring with automatic routing to the right sales territory or rep.
Manually creating sales proposals and contracts from scratch for each deal wastes account executive time.
Template-based proposal generation with CRM data pre-filled, branding applied, and e-signature routing included.
Chasing signatures on NDAs and contracts via email delays deal progression and creates version control issues.
Automated signature request routing with real-time status tracking and escalation reminders.
Manually checking competitor pricing is too infrequent and inconsistent to meaningfully inform pricing decisions.
Automated web scraping and price monitoring across competitor sites with structured daily or weekly reports.
Manually scheduling posts across LinkedIn, Twitter, and Instagram separately is tedious and inconsistent.
Centralized content calendar with automated multi-platform publishing and engagement performance tracking.
Managing email lists, cleaning bounces, and scheduling campaigns across segments is manual and error-prone.
Automated list cleaning, segmentation, campaign deployment, and performance reporting on a defined schedule.
Managing event registration lists and printing badges manually is error-prone and time-consuming at scale.
Automated registration sync from landing page through check-in with badge printing pipeline for events of any size.
Manually distributing press releases to individual media contacts and wire services takes hours per release.
Automated press release distribution to targeted media lists and PR wire services with coverage tracking.
Marketing assets scattered across shared drives and email threads create version control chaos and wasted time.
Automated asset ingestion, AI-powered tagging, and organization in a searchable digital asset management system.
Manually sending satisfaction surveys at the right moment in the customer journey is impractical at any volume.
Trigger-based survey distribution tied to key customer journey events with automated response collection.
Manually tracking affiliate referrals, calculating commissions, and processing payouts is error-prone at scale.
Automated attribution tracking, commission calculation per tier, and payout processing on a defined schedule.
Manual commission calculations at month-end are time-consuming and frequently contested by sales reps.
Automated commission calculation with deal-level attribution, accelerator tier tracking, and transparent rep reporting.
Manually pulling keyword rankings and traffic data from multiple SEO tools each week is inefficient.
Automated SEO data aggregation from Google Search Console, Ahrefs, and Analytics into structured weekly reports.
Manually calculating campaign ROI by pulling data from multiple ad platforms takes hours each reporting cycle.
Automated spend and conversion data aggregation from all platforms with live dashboard updates.
Single workflow
from £399
one process, done properly
Department pack
from £1,590
several sales & marketing workflows, connected
Ongoing
Custom
monthly builds, monitoring and support
Start with whatever is done most often and by the most expensive people. For a lot of Birmingham teams that's crm data entry, lead logging & contact deduplication. It's high volume, it follows clear rules and you see the hours come back in the first month.
Almost always. In the UK we mostly work with Xero, Sage, HubSpot and BrightPay, plus email, Google Workspace and Microsoft 365. If something has an API or even just an export, we can usually work with it.
Yes. We use least-privilege access, encrypted credentials and keep data in UK (London) cloud regions when that's needed. Everything is documented in line with UK GDPR and the Data Protection Act 2018, and we sign an NDA or DPA before we start.
One workflow from £399, or a pack of connected sales & marketing workflows from £1,590. The free audit gives you a fixed quote.
30 minutes, no obligation. We'll find your top three automation wins and give you a fixed quote in GBP.
Or just message us on whatever you already use: