Sales & CRM Automation
Give salespeople their selling time back.
Most sales teams lose hours every week to CRM updates, research, follow-up reminders and reporting. Evans automates the predictable parts so the pipeline stays accurate and salespeople spend their time with customers.
Lead captureLead qualificationCRM administrationFollow-upSales researchPipeline updatesMeeting summariesProposal preparationSales reporting
Signs there is an opportunity
- CRM data is incomplete because updating it is a chore
- Follow-ups slip when salespeople are busy
- Pipeline reports are assembled by hand each week
- Prospect research is repeated from scratch for every call
What stays human-led
- Which opportunities to prioritise
- Pricing and commercial commitments
- Relationship-sensitive messages
- 01Sales meeting
- 02Summary drafted
- 03Salesperson reviewsHuman
- 04CRM updated
- 05Next step task
- 06Follow-up draft
- 07Pipeline report
Illustrative workflow. Every implementation is designed around your own process, systems and approval points — and sometimes the right answer is to improve the process rather than automate it.
How an engagement works
Diagnose, design, implement, then manage.
AI Workflow Audit
£1,495 + VAT
Identify where people, time and systems are being wasted and decide whether automation is commercially worthwhile.
Book an AI Workflow Audit →Automation Blueprint
Scoped from the audit
Complex workflows are designed before they are built: triggers, systems, rules, AI and human decisions, approvals, exceptions and measurement.
See an example blueprint →AI Workflow Implementation
From £4,950 + VAT
Build the simplest suitable system — one focused workflow, a connected process, or a wider commercial automation system.
Explore implementation →Managed AI Automation
From £995 + VAT / month
Evans monitors, maintains and continuously improves implemented workflows, and measures what they change.
Explore Managed AI Automation →Six solution families
Where automation usually pays back first.
Customer & Enquiry Automation
Incoming enquiries, routing, acknowledgements, classification, FAQs, appointments, support triage and escalation.
See the workflows →02Document & Data Automation
Data extraction, document classification, data entry, summaries, document generation and moving information between systems.
See the workflows →03Reporting & Management Automation
Weekly reports, management summaries, dashboards, performance alerts, KPI consolidation and recurring analysis.
See the workflows →04Operations & Admin Automation
Scheduling, task creation, internal requests, forms, handover, approvals and repeated back-office workflows.
See the workflows →05AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Practical guidance
What Is AI Sales Automation and Where Does It Fit in a Sales Process?
AI sales automation works best on the admin around selling, not on the selling itself.
How Does AI CRM Automation Work, and Is It Worth Doing?
AI CRM automation earns its keep by removing data entry, not by replacing the judgement behind a CRM.
What Is AI Lead Management and Which Parts Should Be Automated?
AI lead management works best when it speeds up how leads reach the right person, not when it decides who they should become customers.
AI Proposal and Quotation Automation: How Does It Work?
Most proposal and quotation delay is not caused by a lack of effort. It is caused by manual assembly of information that already exists elsewhere.
Sales & CRM Automation questions
Most mainstream CRMs with a usable API or integration layer can be. Suitability depends on your configuration and data quality, which the audit checks before anything is built.
Not by default. Customer-facing messages are drafted for review unless the business deliberately decides a low-risk message can be sent automatically.
No. The Opportunity Engine is an Evans service that researches live opportunities for you. Sales & CRM Automation improves your own team's internal workflows.
Discuss a workflow
Tell us about the workflow.
Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.
Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk