We’ll build you a CRM and automated sales process that closes 2X more sales
- All-in-one custom CRM: We set it up, you own it
- Sales process optimized: No leaks and faster sales cycles
- AI appointment setter and follow-up engine: Instant, personal replies
- Fully integrated and automated: Synced to your tech stack and channels
- Training for easy adoption: The only CRM system you’ll need
300 +
Projects done
34 %
Higher profit margin
42 %
Higher close rate
Book an audit
Empower Change Consulting
Consulting
We took Cleverly from $0-$5M with one CRM
What We Did
We migrated Cleverly’s entire business to Monday replacing several tools, where they now manage sales, onboarding, account management and executive dashboards. Then, we automated their onboarding process which replaced a team of virtual assistants and cut speed-to-launch from 14 days to 5 days..
Daniel Paulino
VP Operations, Cleverly
“ With Axe’s help we close about 150 deals/month between four Account Executives and easily manage a pipeline of 550 leads/month without a SDR or full-time “crm/rev-ops guy”, mostly because of the automations and systems they setup. And because our CRM is also our Project Management tool, everything gets easily passed to ops/fulfillment/AM.”
Our Process
How we’ll scale your CRM and sales process
We’ll build you an easy to use, all-in-one CRM and automate your sales process 100% done-for-you.
STEP 1
Sales process audit
We scope out your processes, lead flow, metrics, leaks, sales stages, tech stack and goals so we can recommend a CRM that’s right for you. Typically, we recommend either Monday Sales CRM, Pipedrive, GoHighLevel or HubSpot.
STEP 2
CRM set-up
We recommend and set-up a CRM that’s super easy to use, so you can see and work all your leads in one place. Then, we integrate the CRM with your website, tools, email and marketing channels so that it updates itself.
STEP 3
Sales process automated
First, we install an AI setter to instantly reply, qualify, and book leads on any platform via two-way SMS, email and/or direct messages. Then, we automate all your sales stages and follow-up like proposals, payments, reminders, etc.
STEP 4
Training for easy adoption
We guarantee successful adoption by you and your team through 1:1 training. Then, we set-up a reporting dashboard with clean views of your most important metrics so you know what’s working and what’s not.
STEP 1
Sales process audit
We scope out your processes, lead flow, metrics, leaks, sales stages, tech stack and goals so we can recommend a CRM that’s right for you. Typically, we recommend either Monday Sales CRM, Pipedrive, GoHighLevel or HubSpot.
STEP 2
CRM set-up
We recommend and set-up a CRM that’s super easy to use, so you can see and work all your leads in one place. Then, we integrate the CRM with your website, tools, email and marketing channels so that it updates itself.
STEP 3
Sales process automated
First, we install an AI setter to instantly reply, qualify, and book leads on any platform via two-way SMS, email and/or direct messages. Then, we automate all your sales stages and follow-up like proposals, payments, reminders, etc.
STEP 4
Training for easy adoption
We guarantee successful adoption by you and your team through 1:1 training. Then, we set-up a reporting dashboard with clean views of your most important metrics so you know what’s working and what’s not.
Why Choose us
Working your CRM and pipeline should be easy and high converting
Most CRMs are over-complicated and require too much manual work only for leads to still drop off at high rates. Let’s fix that.
Say bye to:
- Duct-taping multiple tools together
- Leaky sales process
- No follow-up system
- Slow speed-to-lead
- Manual emails and proposals
- Low conversion rates
- Difficult features
- Bad metrics dashboards
And hello to:
- Consultative and done-for-you setup
- All-in-one CRM to replace them all
- Integrated and automated processes
- Know who to follow-up with and when
- Faster sales cycles
- Easy and scalable CRM
- A CRM that updates itself
- Clear reports for accountability
Highlights
Put an end to lost leads and over-complicated CRMs
Centralize your marketing and sales
One source of truth where you can run all your marketing and sales out of.
Replace tools you don’t need
Cut unneeded costs and subscriptions by consolidating your marketing apps.
Automate follow-up and sales tasks
End manual work and lift conversion rates with automated sales stages, proposals, etc.
Our Features
Features that supercharge your CRM
We’ll integrate all these features so you can fully manage your pipeline, sales process, email and follow-up directly out of your CRM.
Lead Management
- Easy-to-use lead filters
- Leads automatically added
- Follow-up system
- Email management
- Metrics dashboard
- Scheduling
- Call recording and AI summaries
Sales Process
- AI call setter (two-way SMS & email)
- Speed-to-lead system
- Automated follow-up
- Auto-create and send proposals
- Auto-accept signatures
- Integrated payments
- Automated notifications
- Personalized touch points
- Sales metric tracking
Fulfillment
- Project management board set-up
- Standardized task management
- Automated hand-offs
- Accountability systems
- Automated onboarding
- Deadline reminders
- Automated approvals
- Quality assurance system
- Centralized documents and assets
- Form creation
AI Sales Agent
- 2-way voice, chat and SMS
- Inbound or outbound calling
- AI replies in emails, Meta or website
- Qualifying and scheduling
- Sounds human and replies fast
- CRM integration
- Custom trained on your data
- Concurrent calls and live transfers
- Call transcripts and recordings
INtegrations
We replace or integrate with these tools, saving you thousands/month
Features
Replaces or integrates with
CRM & Pipeline management
Scheduling
2-way SMS & Voice
Workflow Automation
Project Management
Proposals & Payments
Lead Sources & Forms
Landing Pages
Our Team
Your dream team of experts
Combined 30+ years in engineering, sales, project management and automation. Ex-Google, Ex-Zapier, 300+ CRMs built, hundreds of millions of dollars generated.
Keathan Ferus
PROCESS CONSULTANT
300+ Go HighLevel CRM Set-ups
Keathan led a team of 20 CRM engineers who built and maintained 300+ custom CRMs for clients at Conversionly—a $10M/year Ad Agency.
Daniela Ortega
ACCOUNT MANAGER
8+ Years In Project Management
Daniela spent 8 years in Logistics and Transportation, handling complex projects, clients and supply chain work.
Luis Valenzuela
SENIOR AUTOMATION ENGINEER
Ex-Zapier Engineer
Luis has 12+ years of engineering and automation experience, including directly working for Zapie
Keathan Ferus
PROCESS CONSULTANT
300+ Go HighLevel CRM Set-ups
Keathan led a team of 20 CRM engineers who built and maintained 300+ custom CRMs for clients at Conversionly—a $10M/year Ad Agency.
Daniela Ortega
ACCOUNT MANAGER
8+ Years In Project Management
Daniela spent 8 years in Logistics and Transportation, handling complex projects, clients and supply chain work.
Pricing
Pricing plans
Because our service is custom, pricing may vary due to extras like migrations and AI Voice agents. We have no hidden fees, but you must pay for the CRM and other tools directly.
We either optimize your existing CRM or recommend and help migrate you to Monday Sales CRM, Pipedrive, HubSpot or GoHighLevel. To make the right recommendation, we first scope out your processes, lead flow, metrics, leaks, sales stages, tech stack, budget and goals.
Most of our clients see measurable results in these three areas:
1) Higher lead-to-call and call-to-close conversation rates because of faster, more frequent and more consistent follow-up throughout the entire sales process.
2) Faster average speed to lead because of AI automated replies and scheduling.
3) Faster time to close because of far less manual work required to move leads between stages.
Yes, you can run both mass email blasts, and one-off emails to leads directly out of your CRM. You can also track what you sent to a lead inside the CRM. For more personalized, multi-touch email followup and templates, we typically recommend and help setup a tool called MixMax. For newsletters, we recommend Beehiv or Mailchimp.
Yes, it's common for us to migrate clients off of complex existing setups by moving data and popular workflows over to new software we recommend. Furthermore, we help with training so your team successfully adopts new software. We charge an extra fee for migrations
Axe is an AI Automation agency that does custom work for clients. We specialize in setting up CRM, sales and Project Management systems, with advanced integrations and automations to streamline operations across your entire business and drive higher profitability. We are tool-agnostic so we have no bias towards specific software.
We custom train AI models inside of the best existing AI tools, such as OpenAI, Claude and Perplexity. We primarily use a tool called Synthflow AI for voice agents. The power of AI is realized when we build AI into end-to-end workflows using your tech stack, and automation tools like Zapier or Make.com. The AI is custom scripted to whatever prompts we give it and trained on your company's data. We are experts at making AI sound human with very fast responses.
