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Automation studio for SMEs

For agencies running pipeline and reporting for their clients.

Run the pipeline, not the busywork.

The CRM stays the single source of truth: every lead captured once, deduplicated, and routed to the right rep automatically. Reporting builds itself from the same data, so client updates take minutes, not an afternoon.

A clean pipeline wins more deals than a full one.

Book a 15-minute callA 15-minute call. No commitment.
  • Built to SOC 2 controls
  • GDPR aligned · DPA on request
  • Private AI on your own servers: yourtrained.ai
Example
agency-ops.run
01

Record

lands

02

Update

the CRM

03

Report

built automatically

04

Feed

kept current

CRM and reporting, without anyone typingAlways current

Illustration of a real system. Values are examples.

One record

per lead, deduplicated on arrival

Auto-routed

every lead to the right rep

Self-updating

client reports pulled from live data

The fastest leak to plug

Start with one clean pipeline

Start with capture and routing. Cheapest to plug, fastest to feel: fixed scope, live in weeks, every lead lands once, in the right place.

Start here

CRM automation and reporting

  1. 01

    Capture the moment it lands

    Every form, call, and inbox message writes to one CRM record, no matter where it came in.

  2. 02

    Deduplicate on arrival

    The same contact from two sources becomes one record, not two reps working the same lead.

  3. 03

    Route to the right rep, fast

    Leads land with the right rep by territory, product, or account, inside the window where the call is won.

  4. 04

    Report itself, on schedule

    A client report pulls straight from the live pipeline and sends on its own, no export, no rebuild.

The payoff
One record

per lead, captured and routed automatically

No duplicate work, no manual handoff.

Book a 15-minute call

A 15-minute call. No commitment.

Where pipeline leaks

The leaks that cost your clients deals

Leads sit in the wrong inbox. Reports get rebuilt by hand every week. Both eat the time you were hired to spend on the account.

01

The lead lands twice

A form fires and a call comes in for the same contact, and now two records sit in the CRM, worked by two reps.

02

Nothing routes itself

Every new lead needs a person to read it, decide who owns it, and move it, so some sit untouched for a day.

03

Reports eat a day a week

Someone exports the CRM, rebuilds the same spreadsheet, and emails it to the client, every single week.

04

Leads slip between tools

Forms, inbox, and CRM never quite agree, so leads get dropped or chased by two reps at once.

Pipeline numbers

The numbers from agencies like yours

What one clean pipeline actually returns for an agency.

Sales agenciesOne record

per lead, captured and routed on arrival

Every new lead deduplicated and assigned automatically.

  • Your CRM
  • Your calendar
Sales agenciesEvery lead

routed to the right rep automatically

Capture and routing run in the background, so reps spend the day selling.

Sales agencies2 to 4 wks

to live, fixed scope and fee

Fixed fee from €2,500, live inside a month.

Real builds, anonymized by industry. Same numbers we quote, never invented.See a real build
More pipeline builds

The full pipeline stack

With capture and routing covered, these layer onto the CRM and reporting you already run.

CRM

CRM Automation

One clean pipeline: leads captured, deduplicated, and routed, nothing dropped or double-worked.

Data

Data Mining & Extraction

Structured data feeds from the sources your clients already use, kept current on a schedule.

Booking

Booking Automation

Calls and forms turn into booked meetings on the calendar without a rep touching a scheduler.

Voice

AI Voice Receptionist

Call the lead back before it cools, qualify it, book the meeting.

Client data handling

Your clients’ pipeline data, handled right

Every account moves your clients’ pipeline data through the system. It is built to keep that data clean, lawful, and access-controlled.

Built to SOC 2 controls

Encryption at rest and in transit, role-based access, and audit logging on every workflow.

GDPR aligned, DPA on request

Lawful handling of pipeline data with a signed DPA, data minimization, and clear retention.

Per-client separation

Each client account is walled off with its own access scope, so data never crosses between accounts.

Auditable pipeline handling

Every capture, dedupe, and route is logged, so you can show a client exactly how their pipeline was worked.

The controls
  • Built to SOC 2 controls
  • GDPR aligned, DPA on request
  • Encryption at rest and in transit
  • Role-based access control
  • Audit logging
Read our security page
FAQ

Questions, answered straight.

The CRM stays your system of record. We build the capture, dedupe, routing, and reporting layer around it, so nothing has to be re-entered or re-exported by hand.

Yes. It writes leads, routing decisions, and activity back to your CRM and works with the forms, inbox, and calendar tools you already run. One clean pipeline, not another silo.

The moment a lead arrives it is deduplicated against existing records and routed to the right rep by the rules your team already uses, in seconds, with context attached.

No. It clears the duplicate entry and the manual reporting so reps spend their time on conversations that close. The system handles the grind, people work the accounts.

Most builds ship in 2 to 4 weeks, fixed scope and fee from €2,500. We plug capture and routing first, then layer on reporting and data feeds.

Run a cleaner pipeline

One pipeline. No busywork.

A 15-minute call. We map where leads get lost, what routing wins back, and the reporting you could hand off.

Book a 15-minute callSee all industries
  • Built to SOC 2 controls
  • GDPR aligned · DPA on request
  • Private AI on your own servers: yourtrained.ai