CRM, Automation & AI Services

Turn Manual Tasks into Automated Revenue Engine Systems

Fragmented leads, delayed follow-ups, and disconnected systems drain team bandwidth and bleed billable opportunities.

TLD USA designs, builds, and deploys custom CRM architecture, intelligent workflow automations, and agentic AI integrations that keep your business operating 24/7.

 

TLD USA CRM, AUTOMATION & AI SERVICES

Custom CRM Setup & Architecture

At TLD USA, our Business Consulting helps with:

  • Unified Pipeline Design: Bespoke pipeline staging tailored to your exact sales cycle (B2B, service, or high-ticket sales).
  • Data Migration & Cleansing: Zero-downtime migration from legacy systems or spreadsheets into structured CRM records.

  • Custom Field & Object Mapping: Capture exact customer data points, service history, and contract milestones without bloated junk data.

  • Role-Based Access & Security: Precision permission sets for admins, account managers, and field sales teams.

Click Here to Lock In Your Time or call direct at (623) 282-2114.

 

Intelligent Workflow & Multi-Step Automation

  • Instant Lead Engagement: Speed-to-lead automations triggering email, SMS, and task assignments within 60 seconds of form submission.

  • Cross-Platform Integration: Direct webhooks and custom API connections across Zoho Desk, WordPress, Stripe, Google Workspace, and custom databases.

  • Lifecycle Drip Sequences: Automated post-purchase onboarding, client retention loops, and contract renewal reminders.
  • Error Handling & Audit Logs: Fallback protocols ensuring no webhook fails or drops a critical customer event.

Agentic AI & Smart Automation

  • Autonomous AI SDR Assistants: Conversational AI models trained on your offer data to pre-qualify incoming leads via chat and SMS.

  • Dynamic Lead Scoring: Predictive scoring algorithms evaluating deal intent, engagement depth, and company firmographics.

  • Smart Content & Document Generation: Automated proposal generation, SLA routing, and summary extraction right within CRM contact feeds.
  • Omnichannel AI Chat Integration: Intelligent website chat assistants that sync booking links, record notes, and route hot prospects directly to live reps.

Operations & Efficiency ROI Calculator

Adjust parameters to visualize monthly hours reclaimed and direct labor savings through custom CRM and AI automation.

Team Size: 5 employees
Manual Admin Hours / Wk (Per Rep): 10 hrs
Average Hourly Rate: $45 / hr
Monthly Hours Reclaimed
130 hrs
Monthly Cost Savings
$5,850
Cumulative Savings Timeline (12 Months)
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Ready to Streamline Your Business & Save 15+ Hours a Week?

Stop letting administrative friction and legacy technical setups choke your company’s growth.

Partner with TLD USA to audit, automate, and accelerate your entire business operation.

Our Rates

Hourly Rate

Remote
$ 125
  • Per Hour

TLD USA CRM, Automation & AI Services

Start at:
$ 2000
  •