Sales automation: let the CRM fill itself
Almost no SME's problem is closing: it is that there are not enough conversations open and nobody has the time to go find them. We use AI to automate the mechanical part of the sales process, from finding the target company to leaving the contact and their reply classified inside your CRM, so your team spends its hours talking to people instead of filling in records. We build it from Barcelona as an AI agency for companies, recognised by Forbes España and the Spanish Chamber of Commerce.
The circuit we build
- Find. Extraction of target companies from websites, trade fair listings, directories and public databases, filtered by the customer profile that actually buys from you.
- Enrich. From the company to the person who decides: name, role and verified email, without buying generic lists that bounce.
- Reach out. A message personalised with each company's real information, not a template with the name swapped. Controlled volume so the domain does not burn.
- Follow up. The follow-up goes out on its own at the right moment, which is exactly what nobody does when they are busy.
- Classify. Replies are read, tagged (interested, not now, no) and enter the CRM with their status. You only open the ones worth opening.
Two real cases, with numbers
International logistics operator
Lead generation on autopilot: bulk extraction of exhibiting companies from trade fairs, enrichment down to the person who decides, and personalised email outreach landing in the CRM. It replaces a manual search that did not scale.
Training company
Reactivation of dormant contacts over WhatsApp with personalised messages and automatic classification of replies into the CRM. The database they already had stopped being a dead list.
What gets automated and what does not
Automated
Finding, enriching, writing the first contact, following up, classifying replies, updating records, alerting the salesperson when someone says yes.
Not automated
The real conversation, the proposal and the close. A person does that, with the context already prepared. The AI does not call your customers pretending to be human.
Who it is for
- B2B SMEs with a small sales team (or with the manager doubling as the salesperson).
- Companies with a dormant contact base that nobody reactivates.
- Businesses that collect leads at trade fairs and then lose them in a notebook or a spreadsheet.
- Teams where the CRM is always out of date because nobody has time to fill it in.
On sending responsibly
Doing this well is as much about judgement as about technique. We work with B2B contacts relevant to what is being offered, real per-company personalisation, an unsubscribe option always available and progressive volumes to look after the domain's reputation. A generic mass send is not only poor compliance with Spanish regulations: it also lands in the spam folder and burns the domain for good.
Related services: WhatsApp chatbot that qualifies leads, AI for logistics and AI consulting.
Frequently asked questions
What is AI sales automation?
It is taking off the sales team everything that is not selling: finding target companies, finding the person who decides, writing the first email, remembering the follow-up, sorting the replies and updating the CRM. The AI does that mechanical part and leaves the person the conversation and the close, which is where they genuinely add value.
Do I have to change CRM?
No. We build the automation on the CRM you already use, whether that is Odoo, HubSpot, Pipedrive or even a well-built spreadsheet. If your team already works in a tool, replacing it is the fastest way to make sure nobody uses the project.
Is this mass spam?
No, and the difference matters legally as much as commercially. We work with relevant B2B contacts, messages personalised one by one with each company's real information, an unsubscribe option always available and controlled volumes so the domain's reputation does not burn. A generic mass send is not just poor compliance: it also does not work.
Who reviews what goes out?
You do. The default setup is that the AI prepares and you approve: sensitive messages go through a person before they leave. Once a flow has been running for a while and you trust it, it can be left on automatic, but that decision is always the client's.
How much does it cost to automate lead generation and the CRM?
The first assessment is free: we review your current sales process and tell you which part to automate first. From there the quote is tailored to the scope, with the build for that case and an ongoing monthly fee if you want the system maintained and grown. All in writing before we start.
How many hours go every week into finding customers by hand?
Tell us how you generate leads today and we will tell you which part can be automated. Free 30-minute assessment.
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