Sales Automation Software
Pipeline orchestration, AI lead scoring, personalized outreach, and deal intelligence — built directly on your CRM in 14 days. Custom-coded sales automation solutions, owned by you.
Free. No obligation. Live quote on the call.
What is sales automation
Sales automation is software that handles the repetitive parts of selling — lead scoring, outreach sequencing, CRM hygiene, deal intelligence — so reps spend their time on the conversations only humans can have.
Modern sales automation adds an AI layer: LLM-based lead scoring, AI-personalized outreach, sales-call signal extraction, and deal-intelligence summaries — going far beyond the merge-tag triggers of legacy tools.
Below: how we build custom sales automation solutions on your existing stack in 14 days, fixed-price, owned by you.
What we automate
Auto-route leads by ICP fit, trigger SDR/AE handoffs based on engagement, manage deal-stage transitions, and keep CRM data clean — without a sales-ops admin.
LLM-based scoring on enriched firmographic + behavioral data, ranked against your ICP. Reps see priority leads first, not the most-recently-created ones.
AI-personalized opening lines, multi-channel sequencing (email + LinkedIn + voicemail), reply detection, and human handoff. Sender reputation handled, no list burn.
Ingest Gong / Chorus / raw call recordings, extract deal signals + objections + competitor mentions with AI, push structured insights into the CRM automatically.
Live pipeline view that combines CRM data, call signals, email engagement, and product usage — with AI-generated weekly summaries for the sales leader.
Enrich every record on creation, dedupe contacts, fill missing fields, flag stale opportunities, and run nightly data-quality reports — with no sales-ops headcount.
Pricing
Off-the-shelf sales automation software charges per seat forever. Consultants bill hours. We productized the build: scope locked on the call, fixed quote, shipped in two weeks, you own it.
Single-flow automation
7–14 day deliveryOne sales workflow automated end-to-end on your existing CRM. AI logic, integrations, monitoring, training included.
Multi-flow systems (scoring + outreach + CRM hygiene) → quoted per flow with a written sprint plan. Full sales-ops programs from $10K.
What makes us different
Standard sales automations ship in two weeks. Bigger orchestrations get a fixed timeline upfront. No multi-quarter implementation projects.
Built directly on your CRM (HubSpot, Salesforce, Pipedrive, custom) with n8n + custom code. No platform migration, no per-seat licensing penalty.
LLM-generated personalization referencing the prospect's company, role, and recent moves. Real personalization at scale, not first-name templates.
You own the workflows, prompts, credentials, and data. Self-host or run on our managed cloud. Sales process changes? Tweak the workflow — no platform migration.
How we compare
When you need a sales automation in production, you have three real options. Here's how the trade-offs actually look.
| Decision factor | TaskifyLabs | Salesforce/HubSpot consultant | Outbound agency | DIY with Zapier |
|---|---|---|---|---|
| Time to live workflow | 7–14 days | 1–3 months | 1–2 months | Days, but limited |
| Upfront cost | $3K–$10K fixed | $15K–$50K + platform fees | $5K–$15K/mo retainer | $30–$200/mo + your time |
| AI lead scoring & personalization | LLM-based, in scope | Mostly rule-based | Done by the agency, not the system | DIY model wiring |
| Custom logic & integrations | n8n + custom code | Constrained by platform | Depends on agency stack | Hits walls fast |
| Stack flexibility | HubSpot, Salesforce, custom — all good | Platform-specific | Often platform-specific | Mostly yes |
| You own the workflows | Yes — full handoff | Often consultant-locked | Agency-controlled | Yes |
Time to live workflow
Upfront cost
AI lead scoring & personalization
Custom logic & integrations
Stack flexibility
You own the workflows
The 14-day automation
20 minutes. We map the funnel, the systems, the data flow, and the AI decisions. Quote a fixed price for the build on the call.
We document the as-is process, list every credential we'll need, design the AI logic, and agree on the success metric (pipeline velocity, reply rate, CRM hygiene score).
Production workflow with real test data. AI scoring + personalization tuned. Deliverability handled. Daily progress in a private staging environment.
Production deploy with monitoring, documentation, walkthrough, and a hand-off session for the sales team that will own it day-to-day.
Sales automations we've shipped
Most engagements are under NDA. The examples below show typical scope, stack, and outcome — yours will likely look similar.
Custom tool that ingests sales-call recordings, extracts deal signals via LLM, and pushes structured insights into HubSpot. Replaced a $50K/year vendor.
1,500 prospects/wk: enriched, AI-personalized opening lines per prospect, sequenced across 8 touches, replies routed to a human SDR. 3.4% reply rate, no list burn.
Inbound form → enrichment → LLM scoring against ICP → routed into HubSpot with priority tags + SDR assignment. Sales sees ranked leads same-day with context.
Frequently asked
From the blog
What sales automation software actually does in 2026, how the major platforms compare on price and capability, and when a custom build wins over off-the-shelf.
Guide
HubSpot Sales Hub, Salesforce, Outreach Amplify, Salesloft-Clari, Apollo, Clay, Gong — current pricing, what each does well, and how to choose. Plus when custom n8n + AI beats the off-the-shelf stack.
Read guide →Related
Broader context: how sales automation fits inside the BPA / RPA / workflow / AI automation taxonomy, plus where most automation projects fail and how to scope around it.
Read guide →Ready to automate?
Free scoping call. Fixed-price quote on the call. Live automation in 14 days. Same engineers stay on after launch for new flows and prompt tuning.
Free. No obligation. Live quote on the call.