AI Lead Generation and CRM Automation for B2B Teams
We build custom automation that discovers and qualifies prospects, follows up consistently and keeps your CRM current, so your team spends time on conversations instead of data entry.
Who it is for
B2B founders, sales and growth teams, business development teams and RevOps or Sales Ops leaders who need a steady, visible pipeline.
Workflow at a glance
- Prospect discovery
- Lead capture
- Enrichment and qualification
- CRM
- Follow-up
- Meeting
- Pipeline visibility
What is AI lead generation and CRM automation?
AI lead generation and CRM automation connects prospect discovery, enrichment, qualification, follow-up and CRM updates into one workflow. AI helps research and qualify leads and draft follow-ups; the CRM is updated automatically; and sales stays in charge of the conversations that close deals. AI AUTOMATO designs this around your ideal customer profile and the CRM you already use.
Does this sound familiar?
Prospecting is manual
Researching companies and contacts by hand limits how many good prospects the team can reach.
Leads are scattered
Leads come from forms, events, email, LinkedIn and referrals, and live in different places.
Follow-up is inconsistent
Without a system, follow-up depends on each rep's habits, and good leads go cold.
The CRM is out of date
Reps skip updates, so reports and forecasts are built on incomplete data.
Qualification varies
Each rep judges fit differently, so effort goes to the wrong accounts.
The pipeline is unclear
Leaders cannot see which opportunities are moving and which are stuck.
From a manual workflow to an automated one
Today: a typical manual workflow
- Reps research prospects by hand when they find time.
- Leads arrive from several channels and are not logged consistently.
- Follow-up depends on each rep remembering.
- CRM fields are filled in late or not at all.
- Pipeline reviews start with cleaning the data.
After: an automated workflow
- Prospects matching your ideal customer profile are discovered and enriched.
- Every inbound and outbound lead is captured in one place.
- AI qualifies each lead against agreed criteria.
- Follow-ups run on schedule, with approval for anything sensitive.
- The CRM updates itself and the pipeline is visible in real time.
What we build for you
Prospect discovery and enrichment
Target accounts and contacts are researched and enriched from approved, compliant data sources.
Unified lead capture
Forms, email, events and referrals feed one consistent lead record.
AI qualification and scoring
Leads are scored against your ideal customer profile so reps focus on the best fits.
Follow-up automation
Personalized follow-up drafts and sequences, with human approval before outbound messages are sent.
CRM hygiene
Deduplication, field updates, stage changes and activity logging happen automatically.
Pipeline reporting
A clear view of new leads, follow-ups due, meetings booked and stalled deals.
A B2B services firm building a steady outbound and inbound pipeline
Illustrative workflow, not a client case study: each week the workflow builds a list of target accounts that match the ideal customer profile, enriches key contacts, and drafts a first message for the account owner to approve. Inbound form leads are scored and routed within the same system, and every touch is logged in the CRM so the weekly pipeline review starts from accurate data.
- Prospect discovery
- Lead capture
- Enrichment and qualification
- CRM
- Follow-up
- Meeting
- Pipeline visibility
AI Lead Generation + CRM Automation demo
This demo will walk through the full workflow: Prospect discovery → Lead capture → Enrichment and qualification → CRM → Follow-up → Meeting → Pipeline visibility.
Book a discovery call and custom demo →Connects to the tools you already use
Systems we typically connect. The exact approach is confirmed in discovery, based on your systems and access.
- HubSpot
- Salesforce
- Zoho CRM
- Pipedrive
- Gmail / Google Workspace
- Outlook / Microsoft 365
- LinkedIn (manual or approved workflows)
- Website forms
- Google Sheets
- Slack / Microsoft Teams
- LINE Official Account
- n8n
What changes for your team
Results depend on your workflow, data quality and adoption. We agree how success is measured in the proposal.
More time selling
Research, logging and routine follow-up move off the rep's plate.
Consistent follow-up
Every qualified lead gets the next step on time.
A CRM you can trust
Reports and forecasts reflect what is actually happening.
A visible pipeline
Leaders see where opportunities stand without chasing updates.
How results are measured and accepted
Before rollout we record your current baseline and agree targets and an acceptance checklist in the proposal. At the end of the paid pilot we accept the work against the same system records and spot checks. We do not promise or inflate numbers up front.
Lead capture coverage
Whether leads from every channel reach the CRM, without duplicates.
Measured by comparing source records with CRM records.
Follow-up on time
Whether qualified leads get the next step within the agreed time.
Measured from CRM tasks and activity history.
CRM data quality
Whether stage, value and next step are kept current.
Weekly spot checks of field completeness.
Pipeline visibility
Whether leaders see stage counts and stalled deals without manual cleanup.
Confirmed against the acceptance checklist.
Who this is for, and who it is not for
A good fit
- B2B companies with a defined ideal customer profile
- Sales or growth teams that already use, or are ready to adopt, a CRM
- Founders who want a repeatable pipeline instead of ad-hoc prospecting
- Teams that value compliant, approval-based outreach
Not a fit
- Mass unsolicited email blasts or purchased spam lists
- Teams without a clear offer or target market yet
- Anyone who wants outreach that ignores privacy law or platform rules
- Buyers looking for a cheap list-scraping tool
Want to know how much of your workflow can be automated?
Share a few details. We will review your situation first, then prepare a demo relevant to your workflow.
Frequently asked questions
Which CRMs do you work with?
We commonly work with HubSpot, Salesforce, Zoho CRM and Pipedrive, and can connect most CRMs that provide an API. We confirm the approach for your system during discovery.
Is outbound outreach sent automatically?
Outbound messages are approval-based by default. AI drafts and prepares them; your team approves before anything is sent.
Is this compliant with privacy rules?
We design workflows around applicable rules such as GDPR, CAN-SPAM and Taiwan's Personal Data Protection Act, use approved data sources, and honor opt-outs. Your legal team should confirm requirements specific to your market.
Do we need a clean CRM before we start?
No. Cleaning up and standardizing CRM data is often part of the first phase of the project.
How much does it cost?
Every project is quoted individually based on workflow scope, systems, integrations, complexity and implementation requirements.
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