Gen AI & Automation
From AI readiness assessment to deployed, production-grade AI. Predictive scoring, intelligent chatbots, RPA workflows, and automation built directly into your CRM stack -- no rip and replace.
Overview
Most AI projects fail because they are built outside the systems your team already uses. We build AI directly inside your CRM -- Salesforce Einstein, HubSpot AI, Azure AI, or custom models. The result is AI that your sales, marketing, and service teams actually adopt because it lives where they already work.
12
Automation checkpoints
30
Day AI readiness plan
5
Conversion metrics mapped
0
Platform replacement required
Executive decision guide
Built for CEOs, CROs, COOs, RevOps leaders, CRM directors and marketing operations heads who need to connect technology work to revenue visibility, operational control and adoption.
CRM, data and automation issues affect forecasting, customer visibility, sales productivity, marketing ROI and executive confidence. That makes them business operating problems, not only technical tasks.
The biggest risks are poor data ownership, unclear process design, weak adoption, disconnected systems and reporting that looks polished but cannot be trusted.
Leadership should intervene when CRM work keeps expanding without a clear operating model, business owner, roadmap or measurable adoption plan.
The first 30 days should produce a clear current-state view, a prioritised issue map and an implementation roadmap tied to commercial outcomes.
Success should be judged by cleaner decision-making, better adoption, trusted reporting, reduced manual work and a CRM/data model the business can scale.
Celumai needs the business goal, current systems, known pain points, stakeholder ownership and decision timeline.
Use these answers to decide whether this page matches your current CRM problem. If it does, ask Celumai for a focused audit and implementation plan.
Start a Gen AI & Automation project →Sound familiar?
Reps spend 2 hours per day deciding which leads to call. We build predictive scoring models trained on your historical data -- right inside Salesforce or HubSpot.
Contracts, purchase orders, support tickets, invoices -- all manually read and data-entered. We build intelligent document processing that extracts and routes data automatically.
Broken automations, outdated sequences, orphaned workflows. We audit, rebuild, and automate -- then document everything so your team can maintain it.
What is included
Our process
Every project follows this process. You have full visibility at every step -- weekly demos, documented decisions, and no surprises at go-live.
Start your projectAI readiness assessment
We assess your data quality, platform setup, and team capability. Most AI projects fail due to bad data -- we fix that first.
Use case selection
We identify the 2-3 AI use cases with the highest ROI and fastest time to value for your specific business and CRM setup.
Proof of concept
We build a working proof of concept in 2-3 weeks so you can see the AI working on real data before committing to full deployment.
Model training & validation
We train the model on your historical data, validate accuracy, and tune it until performance meets agreed benchmarks.
Production deployment
The model goes live inside your CRM. Your team uses it in their existing workflows -- no new tools, no new logins.
Monitoring & improvement
We monitor model performance, retrain on new data, and improve accuracy over the first 90 days until it is stable and self-sustaining.
Free resource
Self-scoring worksheet that shows your AI readiness score and the 3 things blocking your first AI deployment.
Client outcomes
SaaS & Technology
2.1x increase in qualified demo requests
B2B SaaS Company, Early Growth Stage
SaaS & Technology
9 years of customer history migrated with zero disruption to active renewals
B2B SaaS Company, Mid-Market Segment
BFSI
Reporting time cut from 3 weeks to 4 days
Mid-Size Property & Casualty Insurer
Platforms & partners
From our team
FAQ
What clients say
The AI automation Celumai built has transformed how our admin team works. What used to take 3 hours per day now takes 20 minutes. The ROI was visible in the first month.
Predictive lead scoring increased our sales team's connect rate by 41% in the first 60 days. The model keeps getting smarter every week.
Ready to start?
Tell us where you want AI to work in your CRM. We will tell you what is realistic and what the ROI looks like.
