Benefits
Save 15-25 Hours/Week
Automate data entry, follow-ups, and routine client communications.
Clean CRM Data
AI keeps your client records accurate, enriched, and up-to-date.
FCA-Ready Audit Trails
Complete logging of all automated decisions for compliance.
UK Data Security
All data processed and stored in UK data centres.
Automation that fits your workflow
We integrate with your existing CRM and build automation around how you actually work, not how software companies think you should work.
Automatic email and call logging
Lead scoring and qualification
Client onboarding automation
Compliance documentation
Automated follow-up sequences
Document processing and extraction
Integration with Salesforce, HubSpot, Xplan
Custom reporting dashboards
Works with your existing tools
Salesforce
HubSpot
Microsoft Dynamics
Xplan
Intelliflo
Pipedrive