Finaley AI Studio
Sales and marketing automation
Every lead followed up in minutes and every conversation logged in your CRM.
Starts when
A lead fills a form, messages on WhatsApp or replies to a campaign
- 1
Capture and enrich the lead
Researches the person and company, and adds them to your CRM.
- 2
Follow up in minutes
Sends a personal message on WhatsApp or email, in your voice.
- 3
Book the meeting
Shares open slots and puts the meeting on your calendar.
- 4
Update the CRM
Logs notes, next steps and deal changes after every conversation.
- 5
Approve campaigns
Your marketing lead approves content before it goes out.
- 6
Report every week
Sends pipeline, campaign and conversion reports.
Checked by Your sales and marketing lead. You get: No lead left waiting and a CRM that is always current.
Runs in Salesforce, HubSpot, Zoho CRM, Gmail, Outlook, WhatsApp, Google Sheets and the web portals your team already uses.
Sales and marketing automation by tool
- HubSpotFinaley researches every new HubSpot contact, fills in company details, scores the lead and sends a personalised follow-up before your team logs in.Read more ›
- SalesforceFinaley logs emails, calls and meeting notes to the right Salesforce leads and opportunities, and keeps stages and next steps up to date for your team.Read more ›
- Zoho CRMFinaley drafts quotes from Zoho CRM deals, sends them for approval, follows up with buyers and updates deal stages, so no quotation goes quiet.Read more ›
Industries
Show us how your team does it.
Send a screen recording or book a call. We build it, test it on your past work, and only switch it on when the results match your team's.