AI automation
AI Automation Agency for Marketing, Sales and Operations
We are an AI automation agency that builds AI agents, chatbots and automated workflows for marketing, sales and operations. We also set up the CRM and marketing automation platforms they run on. Every build is tested with real examples and reviewed by a person before it goes live.
Price
In your free proposal
Based on your goals and scope
Services
8 services
9 industry programs
Proposal
Free
Plan and price in writing
What our business process automation services include
We automate repetitive, rule-based work, such as routing leads, copying data between apps and sending follow-ups. We use tools your team can see and change.
AI handles steps that need reading or writing, like sorting emails, summarizing calls and pulling fields from documents. Our AI integration services connect models from OpenAI,
Anthropic or Google to your CRM and other tools. This AI workflow automation suits high-volume tasks with output that is easy to check.
AI models can still misread inputs or state wrong facts with confidence. So we add human review for customer-facing or high-stakes steps, log every run and set alerts for failures.
Our AI, CRM and automation services
Start with one AI automation service or hand us the whole stack. Already on HubSpot? Our HubSpot team handles setup and automation inside it.
- AI agents and chatbots – Chatbots and agents that answer from your approved content and hand off to a person when unsure.
- AI marketing agency – AI-assisted content, ad variations and reporting, reviewed by people before anything publishes.
- Zapier, Make and n8n automation – Zapier, Make or n8n workflows that move data between your apps, with AI steps where useful.
- CRM implementation – Setup and migration for CRMs like Salesforce, Zoho and Pipedrive, plus user training.
- GoHighLevel setup – GoHighLevel funnels, calendars, pipelines and automations, including white-label setups.
- Marketing automation – Lead scoring, nurture sequences and lifecycle campaigns on the platform you already use.
- Salesforce Marketing Cloud – Journeys, audience data and email templates in Salesforce Marketing Cloud, synced with your CRM.
- Marketo – Adobe Marketo Engage programs, lead scoring and Salesforce sync for B2B marketing teams.
Automation for your industry
Each page covers common workflows and data rules in that field.
- SaaS / software – Trial, onboarding and upgrade journeys triggered by product usage data.
- B2B – Lead scoring, routing and nurture for long sales cycles with several buyers.
- Healthcare / medical – Intake and reminder workflows using tools covered by a HIPAA business associate agreement.
- Real estate – Lead follow-up and nurture for agents, with texts sent only to contacts who opted in.
- Financial services – Onboarding and cross-sell journeys built for compliance review.
- Financial advisor – Onboarding and follow-up workflows with messages archived for compliance.
- Retail – Cart, browse and loyalty automations tied to store and point-of-sale data.
- Staffing / recruitment – Candidate follow-up, interview reminders and job alerts from your applicant tracking system.
- Tech – Launch, partner and demand generation workflows for technology companies.
How our automation process works
Step 1: We map how the work happens today and rank tasks by volume and risk. You get a written plan before we build.
Step 2: We pick the tool, such as Zapier, n8n, your CRM or custom code, and define the AI steps and human checkpoints. Step 3: We build in a test environment and run real past examples through it to check accuracy.
Step 4: We launch in stages, monitor for failures, document each workflow, train your team and review results monthly.
AI automation pricing and packages
Cost depends on the number of workflows and connected systems, data cleanup and ongoing support.
You get a clear price in your free proposal, after we look at your goals. Software and AI usage fees are billed to you by each provider.
AI automation for small business often starts with one or two workflows, such as lead follow-up or appointment reminders. We measure results before adding more.
Why choose our AI automation company
An AI automation consultant scopes each project, and an AI automation specialist builds and tests it. We do not promise time or cost savings, because they depend on your processes. We measure before and after so you can judge the results.
We check each AI vendor's data terms and favor plans that do not train on your data by default. You own the accounts, workflows and documentation.
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Services
Our AI Automation Services
Industries we serve
FAQ
AI Automation Services: questions
It finds repetitive work in your business and automates it with software and AI models. That includes chatbots, AI agents, app integrations and CRM workflows, plus testing and monitoring.
HubSpot is generally easier to set up, with marketing, sales and service tools on one platform. Salesforce is highly customizable and common in larger sales teams, but often needs an admin. The right choice depends on team size, processes and budget.
Teams often pick HubSpot for its ease of use, free starter CRM tools and large app marketplace. It suits companies that want marketing and sales on one platform without a full-time admin.
It depends mostly on scope, and software and AI usage fees are separate. An AI automation expert on our team scopes your first workflow, then we quote in writing.
An AI consultant helps you pick use cases, tools and policies, but may stop at a plan. An AI implementation consultant also builds and launches the work. Our AI consulting services cover both.
Get a free AI Automation Services proposal
Tell us about your business and goals. We'll reply with a plan and a price.