AI Marketing Automation
AI Marketing Automation Services, from First Click to Closed Deal
Four connected services that capture leads, keep your CRM accurate, run follow-ups on email and WhatsApp, and report what each campaign earns.
- Built on HubSpot, Zoho, Salesforce or your current CRM
- Pilot workflows live in 2–3 weeks
- Workflows, accounts and code handed over to you
Thanks — we’ve got it.
A Softlance specialist will call you within 2 business hours. Want to talk sooner?
- 48h Proposal turnaround
- 100% Code & IP ownership
- Fixed Price packages
- 2-week Sprint cycles with demos
AI Marketing Automation
Choose where to start
Each service works on its own, and all four share the same CRM data when you add more later.
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Marketing Automation
Automate campaigns, segmentation and reporting with AI.
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CRM Automation
Automate lead capture, scoring, follow-ups and pipeline updates in HubSpot, Zoho and Salesforce.
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Email & Workflow Automation
AI-written emails, triggered sequences and cross-app workflows built in n8n, Make or Zapier.
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Lead Nurturing Automation
Turn cold leads into sales calls with AI-personalised email, WhatsApp and SMS journeys.
How the pieces connect
How marketing, CRM and nurture automation work together
Marketing automation, CRM automation, email workflows and lead nurturing are often sold as separate projects, but they depend on the same thing: one clean record per contact that every tool reads from and writes to. Our AI marketing automation services start there. The CRM becomes the system of record, ad platforms and forms feed into it, and every message sent afterwards is logged against the contact.
Once that base is in place, each layer adds one job. Marketing automation decides who should receive which campaign. CRM automation scores and assigns leads and keeps deals moving. Email and workflow automation removes the copy-paste between inbox, sheets and accounting. Lead nurturing follows up with each enquiry on WhatsApp, email or SMS until it is ready for a sales call.
You do not need all four at once. Many teams begin where leads are lost most visibly, often a slow first response or a CRM nobody updates, and add the others once the first pilot shows results against an agreed measure. Because every service writes to the same contact record, the second and third builds are usually quicker than the first.
How it works
From first call to live automation in four steps
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Step 1 · Free
Audit
We map your workflows, data and tools, and find where AI saves the most time.
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Step 2 · 48 hours
Blueprint
You get a fixed scope, timeline and price — no surprises later.
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Step 3 · 2-week sprints
Build
We build, test and demo every two weeks, with your feedback built in.
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Step 4 · Ongoing
Optimise
We monitor results monthly and keep improving accuracy and ROI.
See what you could automate — in one 30-minute call.
No pitch deck. You leave with three concrete automation ideas, free.
Works with the tools you already use
We build on your stack first and add tools only where they pay off.
- HubSpot
- Zoho
- Salesforce
- WhatsApp Business API
- OpenAI
- Anthropic Claude
- Google Gemini
- Shopify
- WooCommerce
- n8n
- Make
- Zapier
- Slack
- Google Sheets
Frequently asked questions
Which of these four services should we start with?
Start where leads are lost most visibly. If enquiries wait hours for a reply, begin with lead nurturing; if reps avoid the CRM, begin with CRM automation; if reporting takes days, begin with marketing automation.
Do we need a CRM before starting?
It helps, but it is not required. If you have none, we recommend and set up one suited to your size and budget, such as Zoho CRM or HubSpot, as part of the first phase.
Can leads from IndiaMART, JustDial and Meta ads be handled together?
Yes. Every source is mapped into one CRM with a source tag, so you can compare cost and conversion by channel in a single report.
How do you handle consent for WhatsApp and email marketing?
Opt-in is captured on the form, stored on the contact and checked before every send, and unsubscribe requests are applied across all channels automatically.
Who on our team needs to be involved?
One marketing or sales owner who knows the current process and can approve messages, plus admin access to the tools. Most weeks need only a short review call.
Show us where your leads go cold, and we’ll map the fix in a free audit.
Tell us about your business. You’ll get a fixed-price proposal within 48 hours.
- We call within 2 business hours to understand your goals.
- Free 30-minute audit of your current workflows.
- Fixed scope, timeline and price — in writing, in 48 hours.
Request received
Check your inbox for a confirmation. We’ll call within 2 business hours.