CRM Implementation & Optimization
Structuring data to drive decisions.
Your contacts, deals and follow-ups set up so the information you need is where you expect it.
AI and Automation
Your Business Shouldn’t Stop Because You’re Busy.
Oxpier builds AI and automation systems for founder-led businesses in the US and Canada, such as AI receptionists, missed call text-back and CRM set-up, quoted per project. They take the repetitive work off your team, so you have more time to grow.
Automation isn’t about replacing people. It’s about letting your team focus on the work that creates the most value.
- Less repetitive workIntelligent systems take over the tasks that eat your team’s day.
- Faster response timesCalls, enquiries and customers get an answer without waiting for someone to be free.
- Growth that scalesSystems that help you scale efficiently, without adding the same workload again.
What we build
Intelligent systems, tailored to you.
Each one is designed around how your business already runs, not a template.
AI Receptionists
Inbound call handling.
Answers incoming calls so an enquiry is never left ringing.
AI Support
Customer resolution systems.
Handles common customer questions and resolves them without waiting on your team.
Lead Qualification
Automated follow-up sequences.
Follows up with new leads and helps you spot the serious ones.
Missed Call Automation
Instant text-back responses.
When a call is missed, the caller gets a text straight away.
Business Assistants
Custom CRM tools and internal workflows.
We build CRM tools and assistants around the way your own team already works, so your pipeline lives in one place.
Looking for a website instead? See our website services.
How the pieces connect
One missed call, handled end to end
An example of how the systems above work together, without anyone having to drop what they are doing.
- 1
A call is missed
You are busy with a customer or out of hours.
- 2
Instant text-back
The caller gets a text straight away instead of silence.
- 3
Lead qualified
An automated follow-up finds out what they need.
- 4
Recorded in your CRM
The details land where your team already works.
What we’ve built
Custom systems, built for how a business really runs
Two of ours, so you can see what “custom” means: a command centre for a whole firm, and an executive assistant that works from your chat app.
Oxpier One
Run your whole agency from one screen.
Clients, projects, people and finances in a single command centre, with an AI partner that already knows every number in it. No more stitching a CRM, a project tool, an invoice spreadsheet and three chat apps together.
See the whole business at a glance
Revenue, open pipeline, project health and outstanding invoices the moment you log in. No report to run.
Win and keep more clients
A drag-and-drop pipeline from first contact to signed retainer, with stale-deal alerts so nothing goes quiet.
Deliver work on time
Project and task boards by status, team or person, with progress, deadlines and budgets in view.
Know your numbers as they happen
Invoicing, expenses and collections update as the work does, so cash flow is never a surprise.
Run the team, not just the tools
Time tracking, attendance, chat, calls and a calendar in the same workspace.
Give clients a home
A branded portal where each client follows projects, pays invoices and books meetings.
Ask Oxie anything
The built-in AI reads your live workspace. Ask which invoices are overdue or what is at risk and it answers in plain language, or takes the action for you once you confirm.
Built for advisory firms, consultancies and professional services teams that have outgrown spreadsheets. See the full Oxpier One page, or tell us what you need to run.
Oxpier EA
An executive assistant that lives in your chat app.
Message it like a person. It works through your calendar, inbox, tasks and files, and anything that changes something comes back to you for a yes first.
You ask in plain language
Schedule a meeting, change the time, draft an email. A message in Telegram goes to an AI agent connected to your calendar, inbox, sheets and documents.
You approve before anything changes
Creating or deleting an event, sending an email or updating a task is sent back to you to confirm first.
A scheduled briefing keeps you current
A separate flow gathers your events, tasks, log and mail and sends you a summary without being asked.
How it works
Three steps from bottleneck to working system
- Step 1
Discovery
We identify your specific bottlenecks and infrastructure needs.
- Step 2
Design
We create workflows and digital architecture that fit your goals.
- Step 3
Implementation
We deploy, monitor and optimize your systems.
How pricing works
Quoted for your business
Website and automation projects are quoted individually, because every business runs on different software and different workflows. Book a call and we will scope it properly.
Tell us what you need
Let’s build a smarter business
Tell us a little about your business and where the time is going. We’ll be in touch to arrange a discovery call.
Prefer to talk first? You can book straight into the calendar instead.
Thank you.
We’ve received your details and will be in touch shortly to schedule your discovery call. If you don’t hear from us within one business day, email contacts@oxpierconsults.com.
Questions before you book
Will automation replace my team?
No. Automation isn’t about replacing people. It’s about letting your team focus on the work that creates the most value, by taking the repetitive tasks off their plate.
What can you automate?
Inbound call handling with AI receptionists, customer support, lead qualification and follow-up, instant text-back for missed calls, CRM set-up and optimization, and custom internal workflows through business assistants.
What if I don’t know what to automate?
That is what the discovery step is for. We start by identifying your specific bottlenecks and infrastructure needs, then design the workflows around them.
How does it work?
Three steps. Discovery, where we identify your bottlenecks. Design, where we create workflows and digital architecture that fit your goals. Implementation, where we deploy, monitor and optimize your systems.
How much does it cost?
Website and automation projects are quoted individually, because every business runs on different software and different workflows. Book a call and we will scope it properly.
Ready to build a smarter business?
Let’s design systems that help you scale with confidence.