An AI Automation Agency That Builds Inside Your CRM

AI Automation That Lives Inside Your CRM, Not Beside It

Most automation vendors bolt a workflow tool onto your stack and call it done. We build and operate AI automation inside the systems you already run, Salesforce, HubSpot, or your data warehouse, so it doesn't become a second system nobody trusts, and nobody quietly abandons six months in.

Discuss Your Project Goals

Trusted by teams building on

Lumi DiffSpot Strata Hire SF Toolkit

We build and operate our own AI products in production, not only for clients, SF Toolkit alone serves roughly 12,000 monthly users. We'd rather show you what we run ourselves than ask you to take a slide on faith.

What Our AI Automation Services Actually Cover

Five practices, one team. You're not stitching together separate vendors for the CRM piece, the integration piece, and the AI piece, one engagement covers all of it.

Automation built inside Salesforce or HubSpot, not a separate tool sitting beside your CRM, so your sales and marketing teams keep one source of truth instead of two. Further reading: Integrating AI Automation Directly Into Your CRM Ecosystem → Discuss Your Project Goals
LangGraph/RAG/LLM agents that connect your CRM to the rest of your stack for the work that isn't a simple if-this-then-that rule, the messy cases a basic workflow tool can't reason through. Further reading: Overcoming the "Infinite Loop" and Stalling in Enterprise AI Agents → Discuss Your Project Goals
Workato-based integration and data architecture, pipelines and reverse ETL included, so the systems you already run actually talk to each other instead of living in silos. Further reading: How to Build AI Agents Faster with Workato Agent Studio and MCP Integration → Discuss Your Project Goals
The repetitive cross-department workflows, intake, reconciliation, onboarding, that quietly consume team capacity without ever showing up as a line item worth fixing. Discuss Your Project Goals
ISO-certified delivery, so compliance and security review are handled from day one, not bolted on after something already broke. Further reading: Why Every Big Tech Company Suddenly Wants to Own the "Agent Gateway" → Discuss Your Project Goals

Sales & Marketing Automation

Automation built inside Salesforce or HubSpot, not a separate tool sitting beside your CRM, so your sales and marketing teams keep one source of truth instead of two. Further reading: Integrating AI Automation Directly Into Your CRM Ecosystem →

Discuss Your Project Goals

Custom AI Agents

LangGraph/RAG/LLM agents that connect your CRM to the rest of your stack for the work that isn't a simple if-this-then-that rule, the messy cases a basic workflow tool can't reason through. Further reading: Overcoming the "Infinite Loop" and Stalling in Enterprise AI Agents →

Discuss Your Project Goals

Systems & Data Integration

Workato-based integration and data architecture, pipelines and reverse ETL included, so the systems you already run actually talk to each other instead of living in silos. Further reading: How to Build AI Agents Faster with Workato Agent Studio and MCP Integration →

Discuss Your Project Goals

Operational Process Automation

The repetitive cross-department workflows, intake, reconciliation, onboarding, that quietly consume team capacity without ever showing up as a line item worth fixing.

Discuss Your Project Goals

Governance & Secure AI Implementation

ISO-certified delivery, so compliance and security review are handled from day one, not bolted on after something already broke. Further reading: Why Every Big Tech Company Suddenly Wants to Own the "Agent Gateway" →

Discuss Your Project Goals

A Named Engagement at Every Stage, Not a Build-and-Disappear

This isn't a stack of AI automation tools bolted together. Every stage has a name and an owner. If you only get a quote for the Build stage, ask what Operate costs in year two before you sign anything, including with us, because that's usually the larger number over the life of the system.

1

Assess

Map which workflows return value fastest and which ones aren't ready yet, so the recommendation follows the process instead of leading it.

2

Build

Connect your data and deploy the automation inside your existing CRM or ERP, scoped and quoted under a Build & Deliver engagement before a line of it starts.

3

Operate

Monitoring, incident response, and monthly reporting once it's live, carried under an Operate & Maintain engagement so nobody has to babysit it alone.

4

Optimize

Expand scope as new workflows qualify, or transfer the system fully in-house on your own timeline, under a Build-Operate-Transfer engagement built for exactly that handoff.

We Run Our Own AI Products, Not Just Client Systems

Strata Hire runs an AI hiring pipeline end to end, from screening through scheduling, one more system we operate ourselves rather than only sell.

12K+
SF Toolkit monthly users
Live
Lumi, production voice AI
DiffSpot
Portal audits & migrations
100+
Projects delivered since 2013

See It Working, Not Just Pitched

Two real engagements, not slideware.

Student Journey Sync
Data sourceSalesforce (eligibility) + HubSpot (engagement)
Engagement journeys20+ automated
Sync statusReal-time
Live in production

Personalized Education, Unified Across Salesforce and HubSpot

An EdTech company unified fragmented student data by moving to a custom Salesforce + HubSpot architecture, Salesforce handling eligibility logic, HubSpot automating 20+ engagement journeys for real-time, scalable coaching.

Replaces a fragmented, manual coaching workflow with real-time personalization at scale
Read the case study →
Subscription Renewal Tracker
Renewal alertsTriggered at 90 days
Product lines coveredMultiple
Data accuracy100%
Self-sustaining

Automated Subscription Renewals for an Enterprise Manufacturer

Custom HubSpot workflows replaced manual subscription tracking across multiple product lines, with automatic 90-day renewal alerts and 100% accuracy, turning post-sales operations into a self-sustaining revenue engine.

Eliminated manual data entry across the entire subscription lifecycle
Read the case study →

Sound Familiar?

Different roles, same underlying frustration: automation that never quite reaches the finish line, or a system nobody's left holding once it does.

"We ran a pilot last year. It worked fine in the demo. It's been sitting untouched since, because nobody was ever named to run it once the consultants left."

CO

COO / Head of Operations

"Hiring a senior AI engineer would take us four to six months to even ramp up. We'd still be the ones holding the risk if the vendor's answer isn't real."

CT

CTO / VP Engineering

"Every 'automation' pitch we've gotten turns out to be the same template built on someone else's platform, relabeled for whatever this year's buzzword happens to be. I want to know what's actually different before I write a check."

CE

Founder / CEO

A Multi-Practice Partner, Not a Single-Tool Reseller

Anyone can call themselves an AI automation agency this year. Here's what actually backs the claim, in credentials and in systems we run ourselves, not just in the pitch.

What You Own, and What It Costs

The terms most vendors leave vague until after you've signed. We'd rather state them here, plainly, before you ask.

  • You own the code, prompts, and credentials once the engagement ends, with a documented handoff, not a license you keep renewing from us indefinitely
  • Scope is set and quoted before work starts; you approve every line item before it's billed, not after
  • Build-Operate-Transfer is a named engagement model for teams who want the system fully in-house eventually, not a lock-in dressed up as a partnership
  • No full-payment-upfront requirement; pricing is staged to delivery milestones you can actually verify against what's shipped

Other Ways We Help Teams Run on AI

If your need sits just outside this page, one of these usually covers it.

AI Agent Development

Custom AI agents for support, sales, analytics, and workflow orchestration, designed, built, deployed, and optimized for your industry.

Explore this service →

AI Consulting Services

Strategy, roadmap, and governance for enterprises adopting AI, from assessment through agent development and integration.

Explore this service →

AI Voice Agent Development

Custom voice agents handling calls 24/7 for booking, lead qualification, and support, integrated with your CRM.

Explore this service →

Retrieval-Augmented Generation Services

RAG systems that ground LLMs in your own business data for accurate, context-aware responses across support, sales, and compliance.

Explore this service →

Common Questions

How is AI workflow automation different from just buying automation software?
Software gives you a tool and leaves the rest to you. This is a service that assesses your actual workflows, builds inside your existing systems, and stays accountable for it running after launch, three things a software purchase alone doesn't include.
Do you work inside our existing CRM, or push a new platform?
Integration is a standing practice at the firm, not an upsell tacked onto this offer. We connect to Salesforce, HubSpot, or your data warehouse rather than asking you to adopt something new just to get started.
Who owns this system after launch?
Named under our Operate & Maintain engagement, with monitoring and an actual incident-response process, not "we'll fix it when we happen to see it." If you'd rather bring it fully in-house later, Build-Operate-Transfer is built for that handoff.
How is pricing structured?
Scope before start, quote before proceed, bill only what's approved. No surprise line items after the contract is signed, and no requirement to pay everything upfront before you've seen anything built.
How fast can we get something live?
Assessment typically runs in weeks, not quarters. We'll tell you plainly if your case isn't ready to automate yet, rather than starting a build that stalls three months in and quietly drains the budget nobody wanted to touch.

Next Step

Bring Us the Workflow
That's Draining Your Team

One call to scope it. Tell us what's manual and where it breaks today, we'll tell you honestly what it takes to automate it inside the systems you already run, and what it costs to keep running after launch.

Quote before proceed · Live in weeks, not quarters · No lock-in