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08 / CRM Systems & Sales Automation

A CRM your team trusts, because it updates itself.

We design pipelines around how you actually sell, then connect forms, calendars, phones and email so every record is complete without anyone typing it in. GoHighLevel, HubSpot, Attio, Salesforce or Airtable.

Start a projectView selected work

Builds from $5,000 · $750 diagnostic, credited within 60 days · Pricing

Make.com · AI sales agent with owner approval
Leads table with source, stage, AI fit score, owner and deal value for eight fictional leads.
Demo dataWorkflow: anonymized client project

01 / Sound familiar?

What this fixes.

  1. 01

    Half-empty records

    Deals move forward in conversation but the CRM still shows last month's status.

  2. 02

    Too many tools

    Leads arrive by form, phone, marketplace and inbox, and each lives somewhere different.

  3. 03

    Reports nobody believes

    Pipeline numbers are wrong often enough that the team keeps its own spreadsheets.

02 / In practice

Pathfinder Ops · demo workspace
Leads table with source, stage, AI fit score, owner and deal value for eight fictional leads.
Demo data

Example: a lead books a call.

  1. 01

    Booking creates the contact and deal

  2. 02

    Source and answers attached to the record

  3. 03

    Owner assigned and notified

  4. 04

    Reminder and prep sequence scheduled

03 / What we build

Typical solutions.

01

Pipeline design

Stages, fields and ownership rules that match how you really sell.

02

Capture from every channel

Forms, calls, bookings and marketplace enquiries created as complete records.

03

Lead scoring

Clear rules, or AI-assisted scoring, so the best leads are worked first.

04

Sequences and reminders

Follow-up that runs on time, with tasks for the steps that need a person.

05

Clean data

Deduplication, normalisation and migration from older systems.

06

Dashboards

Pipeline, conversion and response-time views the team can trust.

04 / Everything included

The full list of what we build under CRM Systems. Not sure where yours fits? Ask.

  • 01GoHighLevel setup & automation
  • 02HubSpot setup & workflows
  • 03Attio setup & automation
  • 04Salesforce automation
  • 05Airtable as a CRM
  • 06Pipeline design
  • 07Lead scoring
  • 08Sales sequences & reminders
  • 09CRM data cleanup & deduplication
  • 10CRM migrations
  • 11Reporting dashboards
  • 12Form, calendar & phone integration
  • 13Team training & documentation
Typical stackGoHighLevelHubSpotAttioSalesforceAirtableCalendlyTwilioMake.comn8nZapier

05 / Proof

Real builds, not mockups.

All work

Workflows below are rendered from real production exports, with client names, data and credentials removed. App screens are from Pathfinder Ops, an original build running on fictional demo data that you can try yourself.

pathfinder-ops / demo workspace
Leads table with source, stage, AI fit score, owner and deal value for eight fictional leads.
Open live demo

Pipeline: Screens from Pathfinder Ops, an original build running on fictional demo data. The live demo is fully interactive.

WebhookMail hookToolsTest modeToolsTest emailToolsTest phoneToolsSettingsGoogle SheetsRead approval modeFlow controlCollectToolsModeAIAI: askRouterHTTPGet Lead DetailsAIAI: askAIAI: askToolsWaitGoogle SheetsAdd rowHTTPSubmit PlannerRequestJSONParse JSONToolsSet variablesMailchimpAdd or updatesubscriberGoogle SheetsChat historyToolsCombine textToolsFAQsAIAI: askJSONParse JSONAIAI: askApproval gateGoogle SheetsStart theirconversation logGoogle SheetsPark for ownerapprovalTwilioText the ownerRouterGmailSend emailGoogle SheetsAdd rowTwilioSend SMSGoogle SheetsAdd rowToolsWait 5 minutesGoogle SheetsDid they reply?GmailNo reply after 5min: emailGoogle SheetsLog the fallbackemailGmailHandoff: alert theownerGoogle SheetsSearch rowsAIGet the lead'sactual messageGoogle SheetsChat historyToolsCombine textToolsFAQsAIAI: askJSONParse JSONAIAI: askToolsWaitGoogle DriveSearch for filesfoldersGoogle DriveGet a fileFlow controlAggregateApproval gateGoogle SheetsPark for ownerapprovalTwilioText the ownerRouterGoogle SheetsSearch rowsGmailReply to emailGoogle SheetsUpdate rowGoogle SheetsSearch rowsGmailReply to emailGoogle SheetsUpdate rowGoogle SheetsSearch rowsGmailReply to emailGoogle SheetsUpdate rowGoogle SheetsUpdate rowGmailHandoff: alert theownerGoogle SheetsFind the lead'smessage rowGoogle DriveVenue guide: findGoogle DriveVenue guide:downloadFlow controlVenue guide:collectGmailVenue guide: sendGoogle SheetsLog messageHTTPGet Lead DetailsAIAI: askHTTPSubmit PlannerRequestAIAI: askJSONParse JSONMailchimpAdd or updatesubscriberNew marketplace lead or replyNew leadWait for approvalSend nowEmail: no mobileText firstNo reply: emailHandoffExisting leadLead found, agent onExact pricing PDFWait for approvalSend nowWedding pricingParty pricingContinue: no pricingAgent enabledHandoff or no PDFVenue guideWedding or event listReferral lead
Make.com78 steps10 AI
ANONYMIZED CLIENT PROJECT

Answers new, returning and referral enquiries with AI-drafted replies. An approval mode in a sheet decides whether a reply goes straight out by text or email, or is parked while the owner approves it by SMS.

Rendered from the production workflow export. Labels anonymized; no data, credentials or settings included.

Read all 78 steps
  1. Webhook · Mail hook
  2. Tools · Test mode
  3. Tools · Test email
  4. Tools · Test phone
  5. Tools · Settings
  6. Google Sheets · Read approval mode
  7. Flow control · Collect
  8. Tools · Mode
  9. AI · AI: ask
  10. Flow control · Router
  11. HTTP · Get Lead Details
  12. Google Sheets · Search rows
  13. HTTP · Get Lead Details
  14. AI · AI: ask
  15. AI · Get the lead's actual message
  16. AI · AI: ask
  17. AI · AI: ask
  18. Google Sheets · Chat history
  19. HTTP · Submit Planner Request
  20. Tools · Wait
  21. Tools · Combine text
  22. AI · AI: ask
  23. Google Sheets · Add row
  24. Tools · FAQs
  25. JSON · Parse JSON
  26. HTTP · Submit Planner Request
  27. AI · AI: ask
  28. Mailchimp · Add or update subscriber
  29. JSON · Parse JSON
  30. JSON · Parse JSON
  31. Tools · Set variables
  32. AI · AI: ask
  33. Mailchimp · Add or update subscriber
  34. Tools · Wait
  35. Google Sheets · Chat history
  36. Google Drive · Search for files folders
  37. Tools · Combine text
  38. Google Drive · Get a file
  39. Tools · FAQs
  40. Flow control · Aggregate
  41. AI · AI: ask
  42. Flow control · Approval gate
  43. JSON · Parse JSON
  44. Google Sheets · Park for owner approval
  45. Flow control · Router
  46. AI · AI: ask
  47. Twilio · Text the owner
  48. Google Sheets · Search rows
  49. Google Sheets · Search rows
  50. Google Sheets · Search rows
  51. Google Sheets · Update row
  52. Gmail · Handoff: alert the owner
  53. Google Sheets · Find the lead's message row
  54. Flow control · Approval gate
  55. Gmail · Reply to email
  56. Gmail · Reply to email
  57. Gmail · Reply to email
  58. Google Drive · Venue guide: find
  59. Google Sheets · Start their conversation log
  60. Flow control · Router
  61. Google Sheets · Update row
  62. Google Sheets · Update row
  63. Google Sheets · Update row
  64. Google Drive · Venue guide: download
  65. Google Sheets · Park for owner approval
  66. Gmail · Send email
  67. Twilio · Send SMS
  68. Gmail · Handoff: alert the owner
  69. Flow control · Venue guide: collect
  70. Twilio · Text the owner
  71. Google Sheets · Add row
  72. Google Sheets · Add row
  73. Gmail · Venue guide: send
  74. Tools · Wait 5 minutes
  75. Google Sheets · Log message
  76. Google Sheets · Did they reply?
  77. Gmail · No reply after 5 min: email
  78. Google Sheets · Log the fallback email
  • Webhook
  • Google Sheets
  • AI
  • HTTP
  • Mailchimp
  • Twilio
  • Gmail
  • Google Drive

→ / Next step

Let's scope your crm systems project.

Share what you're trying to fix. We reply within one business day with questions and a suggested approach.

Start a project

06 / Questions

Common questions.

01Which CRM should we use?

It depends on your team size, sales motion and budget. We recommend after understanding how you sell, and we work across GoHighLevel, HubSpot, Attio, Salesforce and Airtable.

02Do you build on Attio?

Yes. We model your objects, lists and pipeline in Attio around how you sell, keep records complete from your forms, inbox and calendar, and automate the follow-up with Attio workflows or its API.

03Can you migrate our existing data?

Yes, including cleanup and deduplication, with a field-by-field mapping agreed before anything moves.

04Will our team actually use it?

That is the point of automating data entry. We also document the system and train the people who use it.

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