Sales Infrastructure
& Automation for the AI-Driven Era

Build a connected sales system powered by CRM intelligence, instant routing, automated follow-ups, and real-time dashboards — so your team closes more deals, faster. Trusted by local and national teams in Boulder, Colorado, New York, and across the U.S.

CRM & Pipelines Lead Routing AI Nurture Sequences Integrations Dashboards

Why choose Sales Infrastructure & Automation

Less clicking, more closing. A clear system your team actually uses.

Operational Clarity

Clear stages, SLAs, and ownership so leads don’t stall or disappear.

Speed to Lead

Instant routing, notifications, and auto-replies to capture intent while it’s hot.

Nurture at Scale

Email/SMS sequences and tasks that keep deals moving without micromanagement.

Truth in Numbers

Dashboards for pipeline health, source ROI, and rep performance—no spreadsheet archaeology.

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How We Deliver Transformation

From disorganized systems to intelligent automation — our 3-step framework aligns technology, data, and people for scalable growth.

Assess & Design

We audit your CRM, funnels, and workflows — mapping where opportunities leak and where automation compounds efficiency.

  • Deep CRM & funnel audit
  • Process & handoff mapping
  • Data architecture blueprint

Implement & Automate

We connect your stack — CRM, forms, calendars, lead sources — and infuse AI logic so your system reacts in real time.

  • Custom CRM & pipeline setup
  • AI-powered routing & scoring
  • Email & SMS automation with guardrails

Enable & Measure

Dashboards, playbooks, and continuous optimization turn automation into predictable growth.

  • Sales rep onboarding & training
  • Performance dashboards & insights
  • Ongoing QA & optimization

What’s Included in Our Sales Infrastructure & Automation Setup

Designed to merge technology, automation, and intelligence — every layer built for clarity, scalability, and measurable growth.

CRM & Pipeline Foundation

  • CRM selection or optimization
  • Custom pipelines & stages
  • Lead source & UTM tracking

Lead Capture & Routing

  • Smart form & calendar integrations
  • Automated lead routing & assignments
  • Instant notifications & auto-replies

Nurture & Workflow Automation

  • Email & SMS nurture sequences
  • Task automation & follow-up reminders
  • Opportunity scoring & guardrails

Reporting & Optimization

  • Performance dashboards & analytics
  • Rep enablement & training
  • Monthly QA & optimization

AI Integration & Intelligence

  • Predictive lead scoring & segmentation
  • Chatbot and assistant integration
  • AI-driven workflow triggers

Security & Scalability

  • Data encryption & compliance setup
  • Access control and audit logging
  • Cloud and on-premise scalability

Meet the Sales Amplifiers AI Suite

Explore an intelligent ecosystem of agents designed to automate, optimize, and amplify every part of your sales operation.

Jarvis AI General Assistant

Jarvis — The Central Intelligence

Your AI command center. Jarvis connects data, automations, and analytics across departments — orchestrating smooth communication and continuous improvement.

  • Integrates CRM, Ads, and Analytics
  • Monitors KPIs and pipeline health
  • Automates reports and insights
Follow-up AI Agent

Follow-up Agent — Never Miss a Lead

Keeps conversations alive. It reads context, scores intent, and sends follow-ups that feel human — not robotic.

  • Tracks every deal and response
  • Auto-personalized messages
  • 24/7 follow-up automation
LeadGen Review Agent

LeadGen Review — Turning Data into Demand

Researches and validates potential clients, ranks them by real-time intent, and hands your team a prioritized list of ready-to-talk leads.

  • Automated lead research & enrichment
  • Real-time buyer intent scoring
  • Geo-targeted segmentation
Manny AI SDR Assistant

Manny — AI SDR Assistant

The voice of your brand. Handles outreach, books meetings, and manages inboxes, ensuring no conversation slips through the cracks.

  • Cold email + LinkedIn integration
  • Smart scheduling and follow-ups
  • AI tone matching for human-like messages
One-Click SEO Builder

One-Click SEO Builder

From keyword to conversion — this agent builds optimized landing pages, schema, and meta instantly, aligned to your brand’s tone and geography.

  • Generates SEO-ready pages in seconds
  • Built-in schema + keyword mapping
  • Perfect for multi-location businesses
SEO SDR Agent

SEO SDR Agent

Your 24/7 content engine — researching, publishing, and interlinking keyword-driven content that grows your domain authority over time.

  • Automatic blog & backlink creation
  • Internal linking optimization
  • Competitor keyword analysis
Tech Audit Runner

Tech Audit Runner

Keeps your tech stack healthy. Scans performance, APIs, and integrations to detect bottlenecks before they cost you conversions.

  • Instant speed & security checks
  • Infrastructure health dashboard
  • Scalability & compatibility testing
SEO Audit Runner

SEO Audit Runner

Like a full-time SEO analyst. Runs real-time audits on structure, speed, and visibility — ensuring your site stays at the top.

  • Detects missing tags and slow pages
  • Technical & content-level SEO reports
  • Automated ranking insights

Sales Infrastructure & Automation — FAQs

Common questions business owners ask about automating sales, leads, and follow-ups.

What is sales infrastructure and automation?

Sales infrastructure is the system that connects your CRM, lead management, and reporting into one unified process. Automation adds intelligence — handling lead routing, nurturing, and reporting automatically so your team closes faster.

How do I know if my business needs automation?

If you or your team manually enter leads, follow up inconsistently, or lose track of deals, you’re ready. Automation saves time, ensures every lead gets attention, and eliminates missed revenue opportunities.

Will this work with my existing CRM or email system?

Yes — we integrate with HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive, Gmail, and Outlook. You don’t need to switch systems; we make your current tech smarter.

Does sales automation replace my sales team?

No — it empowers them. The AI handles repetitive tasks like routing, reminders, and follow-ups, while your team focuses on conversations and closing deals.

How much does automation cost?

Pricing depends on your setup and tools. Most clients start from $299–$599 per month. We customize based on CRM type, automation depth, and number of users.

What kind of ROI can I expect?

Most businesses recover their investment within 60–90 days through faster lead response, improved conversion rates, and lower admin costs. On average, clients report 35%–70% increase in conversion efficiency.

Do I need a full-time IT or tech person to manage it?

No — everything runs on autopilot once configured. Our team provides full onboarding, and the dashboard is built for non-technical users.

Can automation handle follow-ups and reminders?

Absolutely. Our Follow-up Agent sends personalized messages through email or SMS, scores replies, and alerts your team when a prospect is ready to close.

Is my client data secure?

Yes. All data is stored securely with encryption and access control. We follow U.S. and international privacy laws, including GDPR and HIPAA for healthcare clients.

Can this help my remote or distributed team?

Yes — automation works across time zones. Reps in different regions see the same dashboards, tasks, and alerts in real time.

What’s included in your setup service?

We design and implement your CRM, pipelines, lead routing rules, nurture sequences, and reporting. Every setup includes training, documentation, and post-launch support.

Can automation improve my Google My Business or local SEO?

Yes — our SEO SDR Agent and One-Click Builder optimize landing pages and citations automatically, improving your Google Map visibility and local search rankings.

What kind of businesses benefit the most?

We serve home services, real estate, medical, construction, and local marketing agencies. Any business that relies on leads and follow-ups can automate its growth.

Can I scale automation as my business grows?

Yes — your system expands with new pipelines, agents, and integrations. Whether you have 5 leads a day or 500, the same framework adapts seamlessly.

Ready to streamline your sales engine?

Let’s map a 90-day rollout: CRM, routing, nurture, and reporting.