Michael Berger / AI implementation
CRM automation.
Keep account records and next steps current as sales activity happens.
Discuss your workflow ↗How it works in your business.
Calls and emails create useful context that often never reaches the CRM. The workflow prepares structured updates, checks duplicates, and routes important changes for review.
The first conversation covers your current tools, the people involved, and what a successful handoff looks like. Scope, access, and ongoing responsibilities are agreed before implementation.
Project scope
What we can put in place.
These are potential components of a scoped project. The audit determines which ones your business needs.
- 01Activity capture
- 02Record cleanup and deduplication
- 03Follow-up tasks
Illustrative workflow / scoped to your tools
A concrete starting point.
- What arrives
- A rep finishes a call and records notes.
- What happens next
- The workflow prepares an activity entry, proposed field updates, and a next-step task.
- Where a person checks
- Conflicting account information is flagged instead of overwriting the record.
Define the task. Check the result.
For AI work, we define acceptable output, permitted actions, and the points where a person reviews a decision. For integrations, we check the full path from incoming information to the destination record.
Your team receives the context needed to use the workflow and recognize exceptions. The level of automation follows the task and the evidence from testing.
Explore the scope
Related services.
Before we start.
Can this work with my existing software?
We review your tools, available APIs or exports, permissions, and data quality during the audit. Some connections need additional setup or a different approach.
What determines the cost?
The number of integrations, task complexity, review requirements, and ongoing operation determine the scope. We agree on the work and price before starting.
What should I bring to the first conversation?
A short description of the task, the tools involved, and an example of where work gets stuck. Please do not send confidential customer records in the inquiry form.
Start with a useful question