CRM to operations workflows
CRM automation that connects sales to delivery
Most CRMs are built for selling, not for delivering. The deal closes, and then somebody retypes it into the system that actually runs the work. Breezy builds the layer that carries an enquiry through to a quote, a won deal into a live job, and the delivery data back into reporting and finance.
Who this is for
- Businesses where the CRM stops at the point of sale
- Teams retyping won deals into an operations tool or spreadsheet
- Operations that quote from prices and rules the CRM does not hold
- Owners who cannot see, in one place, what is sold against what is delivered
What it fixes
- A pipeline that is accurate for sales and useless for delivery
- Enquiries lost between an inbox and the CRM
- Quotes rebuilt from scratch for work you have done before
- Won deals re-entered by hand to start the job
- Reporting that cannot connect what was quoted to what it cost
What we can build
- Email and web enquiries captured as structured leads
- Draft quotes prepared from your own rates and past jobs
- A pipeline with the stages and weighting you actually use
- Won deal converted straight into a live job
- Customer history that spans sales and delivery
- Follow-up prompts and owner accountability
- Forecasting drawn from real delivery data
- Sync with the CRM you already run, if you are keeping it
Tools we can connect
An example build
An enquiry becomes a job without anyone retyping it
- 1An enquiry arrives by email and is matched to an existing customer or created as a new one.
- 2Similar past jobs are found and a draft quote is prepared from your rates.
- 3The quote is reviewed, adjusted and sent, and the pipeline stage updates itself.
- 4When the deal is won it becomes a live job, carrying the customer, scope and pricing with it.
- 5Delivery data flows back so the same record shows quoted against actual, ready for invoicing.
Data in
- Inbound enquiries and emails
- Customer and contact records
- Rate cards and pricing rules
- Delivery and cost actuals
Data out
- Draft and sent quotes
- A pipeline that reflects reality
- Live jobs ready to deliver
- Won and lost reporting with real margin
How we build it
AI where useful. Software where reliable. People where responsible.
We do not start by choosing technology. Each part of the workflow is handled by the mechanism that is most reliable for it: a calculation in code, a policy as a rule, a record from the database, a model only where language is genuinely ambiguous, and consequential judgement left with a person.
End-to-end system
When the workflow has outgrown spreadsheets and does not fit standard software, we build the whole thing around it.
Gap-bridging layer
When you already have good tools, we connect them and fill the manual gaps, so nothing gets re-keyed between systems.
When custom software is not the answer
We will tell you when you do not need us. Custom is the wrong call when:
- Your CRM already runs the whole workflow through to delivery and finance
- Sales volume is low enough that coordination by hand is genuinely cheaper
- You need a full sales and marketing suite rather than an operational layer
For Closed Loop, inbound emails become draft quotes and move through a clear pipeline into live jobs, with nothing retyped between the enquiry and the invoice.