ServicesAI EmployeesPricingWorkAboutContact

Services

AI Employees & AgentsWhatsApp AutomationAI Voice AgentsCRM & PipelinesAI Chat + VoiceBusiness AutomationWebsites & DashboardsDigital TransformationAutonomous Research SpecialistAutonomous Orchestrator

AI teams

Dental Front Desk TeamEstate Agent Lead TeamCollege Admissions TeamBroker Client Team
Book a free AI audit Book a 30-min call Talk to us on WhatsApp
Service 04 / 10

CRM & Pipelines

Organise leads, close more.

Never lose a lead. Every enquiry from WhatsApp, your website, forms, calls and social media lands in one pipeline, with automatic follow-ups and a clear view of what is about to close.

Priced after your free audit

Free AI Business Audit · about 5 minutes · no obligation

Prefer to talk first? Book a 30-min call
Sales pipeline (sample)Illustrative example

New lead

Thandi M.Clinic enquiry · WhatsApp
Sipho D.Website form

Contacted

Johan P.School enrolment

Qualified

Nomsa K.Viewing request
Ravi N.Quote needed

Won

Pieter V.Quote accepted
WhatsApp lead → CRM
Assigned to the sales team
Auto
Follow-up reminder
Tomorrow 09:00 if no reply
Scheduled

How we implement

  1. 01
    Connect sources

    WhatsApp, website forms, email, calls and ad leads flow into one CRM, with duplicates merged.

  2. 02
    Build pipeline & automations

    Stages that match how you actually sell, auto-assignment, follow-up reminders and nurturing messages.

  3. 03
    Launch & train

    We onboard your team, set up dashboards and review the numbers with you after the first month.

How you gain

  • No enquiry lost in someone's personal phone or inbox
  • Faster follow-ups with automatic reminders and replies
  • Your full pipeline visible at a glance
  • Know which marketing channel actually brings paying clients
  • Notes, tasks and messages logged automatically, so less admin
  • Owners see the numbers without chasing staff for updates

Who it's for

Built for South African businesses that live on enquiries, bookings and follow-ups.

  • Clinics & practices

    Track new-patient enquiries from first message through to the first visit.

  • Schools & colleges

    Applicants from enquiry to enrolment, with a document checklist per student.

  • Estate agents

    Buyers, sellers and tenants in separate pipelines with viewing follow-ups.

  • Brokers & advisers

    Quotes, renewals and cross-sell opportunities with reminder dates.

  • Service businesses

    Quotes sent, accepted and invoiced, so you always know what is outstanding.

Start here

See if CRM & Pipelines fits your business

The free AI audit takes about 5 minutes. You get your top AI opportunities, a recommended AI team and a Priority 1-2-3 plan. Priced after your free audit.

Or book a 30-min Google Meet with Billy

Built to work with your AI stack

Works with Claude CodeWorks with CodexWorks with Cursor
  • GrokReal-time signals
  • PerplexityCited web research
  • HermesAgent memory
  • Claude CodePlanning & builds
  • CodexCode generation
  • CursorAI code editor
  • SupabaseDatabase & auth
  • VercelHosting & edge

Use the tools you love. AI AutoTech builds with them and connects them to your business.

Book a free AI audit