Most CRMs are graveyards. Leads come in, wait two days for a reply, and sign with someone faster. We build AI automation that answers in minutes, follows up for months, and moves deals forward while your team sleeps.
End-to-end CRM and workflow automation shaped around your actual sales process — from first touch to closed deal.
Your CRM updates, syncs, and cleans itself. No manual data entry, no stale records — your team always works from data that's accurate right now.
Learn more →Deals move through stages on their own, triggered by behavior and timing. A hot lead physically cannot slip through the cracks.
Learn more →Every inbound lead gets scored in real time, so your sales team spends its hours on the prospects most likely to buy — and nobody else.
Learn more →Multi-channel follow-ups across email, SMS, and tasks that reach out at exactly the right moment, based on what each lead actually did.
Learn more →Salesforce, HubSpot, Slack, Notion, and 100+ other tools connected into one workflow that runs without anyone touching it.
Learn more →Live dashboards on pipeline health, conversion rates, and revenue forecasts. You see problems the week they start, not the quarter after.
Learn more →Works With Your Existing Stack
The same process, every time. It works, so we don't improvise. No technical lift on your end at any point.
We audit your current CRM setup, find the biggest pipeline leaks, and put a dollar figure on what they're costing you. Free, no obligation.
You get an automation roadmap built for your sales process and tools — with clear timelines and the outcomes you should expect from each piece.
We build, test, and ship every automation. Integrations, workflows, edge cases — all handled on our side. You review and approve.
After launch we watch the numbers, tune what underperforms, and keep expanding the system as your pipeline grows.
How a real estate group stopped losing leads to faster competitors and added $2.4M in annual revenue.
"Funnel Insider automated our entire lead follow-up. We went from responding in two days to under five minutes, and our close rate jumped 65% inside 60 days. I keep recommending them and I keep being right."
What clients say after their pipeline starts running itself.
"We were burning 20 hours a week updating the CRM by hand and chasing leads that had already gone cold. Funnel Insider automated the whole pipeline. That's $8,000 a month in labor back, and my team spends its day closing instead of typing."
"Honest review: the first version of the scoring model missed on our enterprise leads. They rebuilt it in a week using our win/loss data and since then it's been scary accurate. Reps only talk to buyers now. Pipeline velocity is up 3x."
"I pushed back hard on automating follow-up because our whole pitch is personal service. I was wrong. The sequences sound more like us than what our team was sending at 6pm on a Friday. Conversion is up 42%."
"In 90 days our sales team went from drowning in admin work to closing 68% more deals. Not because they got better overnight — because they finally stopped doing data entry. The Salesforce + Zapier + OpenAI stack just runs."
"Working prototype in 5 days. Full system live in two weeks. I've paid agencies six times as much to move six times slower. That's the review."
No hidden fees, no lock-in. Every plan is month-to-month.
Book a free 30-minute strategy call. We'll show you exactly where your pipeline is leaking and what fixing it is worth.
Whether you have a specific automation in mind or just know you're leaving money on the table, we'll map the best path forward. No sales pressure — a real conversation about your pipeline.