Marketing & Sales CRM with AI

Prioritize the best leads, personalize every interaction and automate your pipeline end-to-end — without rebuilding your CRM stack.

Predictive lead scoring to focus sales on accounts most likely to close.
Omnichannel nurturing (Email, SMS, WhatsApp) with AI-generated messages sent at the optimal time.
AI assistants and agents that draft replies, summarize meetings and qualify 24/7.
Revenue reporting with MQL→SQL→Opportunity→Won and proactive alerts.

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Direct contact: info@bastelia.com

Collaboration between AI and sales team connected to CRM

Why now: from AI theory to commercial ROI

Leading CRMs already embed AI to accelerate marketing and sales. The real challenge isn’t tech but aligning data, processes and channels so AI impacts pipeline and revenue. At Bastelia we design the architecture, activate use cases and measure outcomes with clear KPIs.

AI-ready data

Quality & unification

We unify web, CRM, email and call data; enable reliable tracking (including server-side) and normalize events so personalization and scoring truly work.

ROI-ready use cases

Staged activation

We deploy AI packs with immediate impact: predictive scoring, nurtures, sales copilots and conversational agents integrated with your CRM.

Governance & measurement

Business KPIs

We track first-response time, stage conversion, hours saved and revenue attributed to each AI action.

What we do: 3 layers for measurable results

Layer 1

Data foundation

Source audit, profile modeling, event tagging and CRM connection. You get an actionable data map for AI activations.

Normalization of leads, accounts and opportunities.
Connections to forms, web, chat and phone.
Contact reconciliation and deduplication.

Layer 2

AI in the funnel

Models that prioritize and personalize: fit + intent scoring, AI-generated content and suggested next steps for sales.

Predictive lead scoring and alerts to the right SDR.
Dynamic nurturing by stage and behavior.
Assistants in email and meetings (summaries, drafts).

Layer 3

Automation & agents

Chatbots and voice bots qualifying 24/7, scheduling and updating the CRM. Orchestrated Email, SMS and WhatsApp journeys.

Smart assignment and routing.
Automatic CRM activity updates.
Assisted autoresponses and proposals.

Key capabilities

Predictive lead scoring

We train models on your history to score leads and accounts, triggering assignment, sequences and real-time alerts.

B2B marketing automation

Advanced segmentation and send-time optimization. A/B tests on subjects and creatives generated by AI.

Sales team productivity

Email and meeting summaries, reply drafts and proposal prep. Less admin, more selling time.

1:1 personalization

Recommendations and journeys adapting to intent signals, industry and lifecycle.

Conversational agents

Chat/voice connected to CRM to qualify, schedule and auto-log conversations.

Revenue reporting

Pipeline dashboards, MQL→SQL→Won and response SLAs, with targets and alerts.

AI connected to revenue goals, customers and commerce

Integrations (we build on your CRM)

CRM

HubSpot (Marketing & Sales Hub, workflows & scoring).
Salesforce (Sales/Service + AI features).
Microsoft Dynamics 365 (Outlook/Teams connection).
Zoho CRM (Zia, data enrichment and email).
Pipedrive (automation and sales assistant).
Freshsales / Brevo (affordable omnichannel with WhatsApp/SMS).

Channels & data

Email, SMS and WhatsApp (journeys & triggers).
Web chat + voice bots connected to the CRM.
Integration via APIs, RPA or low-code depending on your stack.

Use cases we activate

Prioritize 200 leads/day → 30 “hot”

Predictive scoring, Teams/Slack alerts and a mini brief with intent signals for the SDR. Trigger sequences or auto-book meetings.

Omnichannel nurturing

Email + SMS + WhatsApp with AI-generated variations and send-time optimization. Reactivate inactive accounts and drive retention.

Sales assistant

Thread and meeting summaries, proposals in minutes and automatic CRM logging. Less admin, more sales.

Inbound voice agent

Answers, qualifies, schedules and posts notes to the CRM in real time. Great for after-hours capture and high call volume.

Components of the AI-powered marketing and sales ecosystem

3-phase methodology

1) Discovery & data

Source map, tracking audit, cleansing and normalization. We define quick wins and hypotheses by funnel stage.

2) AI activation

Scoring, journeys and copilots connected to CRM. Playbooks for marketing and sales with governance and security.

3) Continuous optimization

A/B testing, model tuning, better assignment rules and team enablement with KPIs.

Default KPIs we track

Response speed

Time to first response, SLAs and follow-up cadence.

Stage conversion

MQL→SQL→Opportunity→Won by segment and channel.

Hours saved

Less repetitive work (drafting, logging, proposal prep).

Attributed revenue

How much each journey or AI action adds to pipeline and sales.

Data quality

Duplicates, completeness and consistency for reliable reporting.

Satisfaction

CSAT/NPS by channel and team experience (AI adoption).

Frequently asked questions

Do I need to change my CRM to use AI?

In most cases, no. We activate AI on top of your current CRM (HubSpot, Salesforce, Dynamics, Zoho, Pipedrive, Freshsales or Brevo) and connect your existing channels.

What’s the difference between a chatbot and an AI agent?

A chatbot replies with scripts; an agent executes tasks (qualify, assign, update CRM, schedule) and improves with usage.

Can we capture leads by phone with AI?

Yes. A voice agent qualifies, schedules and logs notes to the CRM in real time — ideal for high call volume or after hours.

Request your demo or the lead-scoring checklist

Tell us about your case: within 48 hours you’ll receive an activation plan with quick wins, impact estimate and next steps.

What you’ll get

Express diagnosis & activation plan

Data map and quick wins (2–3 week rollout).
Proposed journeys and scoring by funnel stage.
Estimated impact on conversion and hours saved.

Book your demo