Dan Pearson — AI CRM Automation Consultant
AI CRM automation for revenue teams under 50 seats — capture-layer automation that keeps the pipeline honest.
Most AI CRM projects fail because they automate the reporting layer instead of the capture layer. Teams buy AI that summarises a pipeline nobody updated. Fix capture first — automate what the seller actually does between 8am and 6pm — and the forecasting AI gets clean data for free.
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- AI CRM automation consulting, the 12-point audit and pricing
- Research and teardowns on AI CRM automation
- Agentic CRM: What Actually Works Today
- AI CRM Automation: The Complete 2026 Guide
- Automating Call Logging and Note Capture: A Build Teardown
- How to Choose a CRM Automation Consultant (2026 Buyer Guide)
- HubSpot Breeze vs Salesforce Agentforce for Teams Under 50 Seats
- The Pipeline Automation Ladder: A Maturity Model for CRM Automation
- Why AI CRM Projects Fail: Five Failure Modes