Hexagon Digital

Services

AI Workflow & CRM Automation Services

Lead routing, follow-ups, documents and reporting that run without manual work.

Book a discovery callSee examples
What's included

1 flowFrom first enquiry to closed deal

CRM · Email · WhatsApp · Spreadsheets
What's included

The problem with manual follow-up

Leads arrive from forms, ads, calls and WhatsApp, and someone has to copy them into the CRM, assign them and remember to follow up. The same re-typing happens with invoices, documents and weekly reports.

We map the process, then automate it end to end: capture, scoring, routing, follow-ups, document handling and reporting. Each workflow handles its own errors and is documented so your team can run it.

Our standard
  • Mapped from your current process
  • Every lead captured and assigned
  • Monitoring and error handling
  • Documented for your team
Deliverables

What's included

  1. 01

    Strategy

    Agreement on scope and approach before anything is built.

    • Discovery & requirements
    • Success criteria definition
    • Scope, timeline & plan
  2. 02

    Build

    Staged delivery, reviewed with you and tested as it goes.

    • Design & development
    • Integrations & setup
    • QA & testing checklist
  3. 03

    Handoff

    Everything your team needs to own what we deliver.

    • Documentation
    • Team training
    • Access & ownership transfer
  4. 04

    Support

    Continued monitoring and improvement after launch.

    • Monitoring & fixes
    • Iteration cycles
    • Performance reporting
How we work

A process built for results

Clear milestones, regular updates and no surprises. Here’s how we get from idea to launch.

  1. Step 01

    Discovery & Goals

    We ask the right questions to understand how your business works today, what is slowing it down and what success should look like.

    • Goals & success metrics
    • Audit of current setup

    Timeline3–5 days

  2. Step 02

    Plan & Design

    We agree scope, timeline and approach, then map the flows or design the screens so you see what you are getting before we build.

    • Fixed scope & timeline
    • Flows or screen designs

    Timeline1–2 weeks

  3. Step 03

    Build & Test

    We build in stages and keep you updated. Everything is tested on real devices and in real conditions before it goes live.

    • Weekly progress demos
    • Real-device testing

    Timeline2–6 weeks

  4. Step 04

    Launch & Improve

    We handle the launch, watch how it performs, fix what needs fixing and keep improving based on the data.

    • Go-live & handover
    • Monthly performance reviews

    Timeline1 week + ongoing

Prefer to talk first?

Most projects go live in 4–10 weeks. Tell us what you’re working on and we’ll come back with a rough scope, timeline and next steps.

Book a discovery call
AI Workflow & CRM Automation examples

See what's possible

Typical projects we deliver for teams like yours

SalesCRM

Lead Capture & Follow-up

Inputs
Web form / Ads / WhatsApp
Steps
QualifyRouteFollow up
Result
Every lead answered. Nothing lost.
FinanceOPS

Invoice Processing

Inputs
Email / PDF
Steps
ExtractMatchPost
Result
Fewer errors. Faster close.
ReportingOPS

Weekly Report Automation

Inputs
CRM / Sheets / Ad accounts
Steps
CollectCompileSend
Result
Reports that build themselves.

What clients say

Jayesh Mandlewala

CEO
“Hexagon connected the voice agent to our CRM, so every call ends with a clear summary for our team. Our staff save time on every callback, and customers never have to repeat themselves. It improved our service and cut down our workload at the same time. We would highly recommend Hexagon to anyone.”
  • AI Voice Agents
  • AI Workflow & CRM Automation

Mehul Saroj

Co-Founder, Fame Bliss
“Launching an outbound campaign used to take hours of switching between Slack, Lusha, Smartlead and ClickUp. Hexagon automated the whole process into one Slack command with an approval step. We save hours on every campaign, and duplicate emails are a thing of the past. Hexagon solved our biggest bottleneck. Highly recommended.”
  • AI Workflow & CRM Automation
  • Marketing Automation

Mohit Chauhan

CEO, Paladiya Construction
“Month-end GST reporting used to take us days of manual work. With Hexagon's automation, every uploaded bill updates the supplier, materials and site expenses, and the GST report is ready on its own. It has saved our team a lot of time and cost. We highly recommend Hexagon.”
  • AI Workflow & CRM Automation

Atul Vora

Owner, AV Properties
“Hexagon connected our WhatsApp broker groups straight to our website. Listings now go up with the title, description and FAQs done, with no manual work from us. We've saved countless hours, and we close deals faster because nothing gets missed. A reliable team that delivers. Highly recommended.”
  • AI Workflow & CRM Automation

Andrea Lloyd

Sales Manager
“Leads from our forms, ads and WhatsApp were getting lost or followed up late. Hexagon automated the flow, so every lead goes into our CRM and is assigned right away. Nothing slips through now, and our sales team spends its time selling, not updating sheets. We highly recommend Hexagon.”
  • AI Workflow & CRM Automation

AI models we build with

  • OpenAI
  • Claude
  • Gemini
  • Perplexity
  • Grok
  • DeepSeek
FAQ

Common questions

Everything you need to know before we start working together.

Should we use n8n, Zapier or custom code?

Zapier and Make are quickest for simple flows but are priced per task, which adds up at volume. n8n can be self-hosted and suits complex, high-volume workflows. Custom code fits work no platform handles well. We pick per workflow, and the choice is documented so your team understands it.

Which CRMs can you automate?

Any CRM with an API or an n8n or Zapier connector, which covers HubSpot, Zoho CRM, Salesforce, Pipedrive and most others. New leads can be captured, scored, assigned and followed up without anyone retyping them.

Where does AI help beyond ordinary automation?

In reading inputs that aren’t neat form fields. For Paladiya Construction, AI reads supplier invoices into an expense app for review. For AV Properties, it turns brokers’ shorthand WhatsApp messages into structured property listings.

What happens when an automation breaks?

Failures are logged and flagged rather than lost silently, and we monitor and fix the workflows we build after launch. Steps that matter, such as anything that changes your books, can be left for a person to approve.

Book a discovery call
Connect with an expert

Let’s talk about your project

Tell us what you want to build or automate, and we’ll show where AI, web and marketing can make the biggest difference.

Book a discovery call