Services

Hand the busywork to AI, one job at a time.

Larchwire sets up 14 ready-made AI workflows (lead follow-up, call notes to CRM, ticket triage, invoice processing, credit control, CV screening and more) inside HubSpot, Salesforce, Pipedrive, Xero, your inbox or help desk. Each one starts small, has a fixed price and keeps a person approving anything important.

Not sure which one first? Get your free AI audit or see fixed prices.

A small team talking through their week in a meeting room
  1. 1

    Free 30-minute call

    A short first look at 2–3 places AI could help. Request it

  2. 2

    AI Quick Scan

    Your top 3 automations and a fixed quote for £495US$650A$950, credited against your build. Larger firms: the workshop. Ways to start

  3. 3

    Build

    One of the workflows below, or a fixed-price package.

  4. 4

    Ongoing support

    Optional monthly care to monitor, improve and extend. See plans

Sales

Sales: spend less time on admin and more time selling.

Diagram: Lead comes in, AI scores and enriches it, the CRM is updated and the owner is alerted A new lead comesin from yourwebsite AI scores it andfills in thecompany details CRM record createdand assigned Owner gets analert to call backfastDiagram: Lead comes in, AI scores and enriches it, the CRM is updated and the owner is alerted A new lead comes in fromyour website AI scores it and fills inthe company details CRM record created andassigned Owner gets an alert to callback fast
How it works: AI does the first pass, a person stays in control. Example flow; your version is designed in the build.
01

Lead Scoring & Enrichment

Your reps work the best-fit, most-engaged leads first, enriched automatically.

Who it's for
B2B SaaS and service firms with 200+ leads/month on HubSpot, Salesforce or Pipedrive
Typical effort
2–15 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zapier / Make / n8n

From £2,250US$3,250A$4,250 quick win
Standard build £6,500US$9,500A$12,500
Also part of P1 Lead Capture, Enrichment & Routing.
All tiers →

02

Speed-to-Lead Routing

Every inbound lead assigned to the right rep in minutes, with SLA alerts.

Who it's for
Teams with 3+ reps, territories or segments
Typical effort
1–12 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Slack
  • Zapier / Make / n8n

From £1,500US$2,000A$2,500 quick win
Standard build £5,000US$7,500A$10,000
Also part of P1 Lead Capture, Enrichment & Routing.
All tiers →

03

Never-Miss Follow-Ups

Post-demo recaps, no-show rebooking and nurture run themselves, approved by reps.

Who it's for
Demo-led sales teams and agencies
Typical effort
2–15 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Google Workspace
  • Microsoft 365
  • Zapier / Make / n8n

From £2,250US$3,250A$4,250 quick win
Standard build £6,000US$9,000A$11,500
Post-demo follow-up drafts are also available as an add-on to P2.
All tiers →

04

Meeting Notes → CRM

Every call summarised, next steps captured, CRM fields filled.

Who it's for
Sales and CS teams on Zoom/Meet/Teams
Typical effort
1–15 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zapier / Make / n8n

From £1,500US$2,000A$2,500 quick win
Standard build £5,500US$8,500A$10,500
Also part of P2 Sales Call-to-CRM Autopilot.
All tiers →

Marketing

Marketing: turn what's already in your CRM into content.

Diagram: A customer win in the CRM becomes an AI draft that you approve before it is published A customer win islogged in your CRM AI drafts a casestudy, post oremail from it You edit andapprove the draft Published or senton your scheduleDiagram: A customer win in the CRM becomes an AI draft that you approve before it is published A customer win is logged inyour CRM AI drafts a case study, postor email from it You edit and approve thedraft Published or sent on yourschedule
How it works: AI does the first pass, a person stays in control. Example flow; your version is designed in the build.
05

CRM-Grounded Content Engine

Case studies, social posts and sales emails drafted from your real customer wins, with humans reviewing before anything is published.

Who it's for
Lean marketing teams, founder-led marketing
Typical effort
2–15 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Google Workspace
  • Microsoft 365
  • Zapier / Make / n8n

From £2,250US$3,250A$4,250 quick win
Standard build £6,500US$9,500A$12,500
All tiers →

Support & Customer Success

Support: faster answers for customers, earlier warnings for your team.

Diagram: Ticket triage: a ticket arrives, AI tags, prioritises and drafts a reply, and a person sends it A customer emailor ticket arrives AI tags it, setspriority androutes it AI drafts a replyfrom your helpcentre Your team checksand sends itDiagram: Ticket triage: a ticket arrives, AI tags, prioritises and drafts a reply, and a person sends it A customer email or ticketarrives AI tags it, sets priorityand routes it AI drafts a reply from yourhelp centre Your team checks and sendsit
How it works: AI does the first pass, a person stays in control. Example flow; your version is designed in the build.
06

Smart Ticket Triage

Tickets auto-categorised, prioritised and routed, with suggested replies. Humans stay in control of what customers receive.

Who it's for
Support teams with 500+ tickets/month (HubSpot, Zendesk, Salesforce, Intercom)
Typical effort
2–18 days build time, depending on scope

Works with

  • HubSpot
  • Zendesk
  • Salesforce
  • Zapier / Make / n8n

From £2,250US$3,250A$4,250 quick win
Standard build £7,500US$11,000A$14,000
Also part of P3 AI Support Triage & Reply Assist.
All tiers →

07

Help Centre from Tickets

Add-on: a reviewed knowledge base built from real customer questions, ready for AI agents.

Who it's for
Support teams with a thin or outdated help centre
Typical effort
2–4 days (quick win); fuller build within the Customer Experience Pack build time, depending on scope

Works with

  • Zendesk
  • HubSpot
  • Salesforce
  • Zapier / Make / n8n

Quick win from £2,750US$4,000A$5,000
Or included in the Customer Experience Pack. No standalone Standard or Advanced price.
All workflow prices →

08

Seamless Sales→CS Handoff

Complete handoff brief, owner and onboarding plan within an hour of a win.

Who it's for
SaaS, agencies and consultancies with an onboarding team
Typical effort
2–14 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Slack
  • Google Workspace
  • Zapier / Make / n8n

From £2,250US$3,250A$4,250 quick win
Standard build £6,000US$9,000A$11,500
All tiers →

09

Churn-Risk Radar

At-risk accounts flagged early, with a weekly save-list for CSMs.

Who it's for
Subscription businesses with 100+ accounts and accessible product-usage data (prerequisite; if it's missing, a usage-data discovery is quoted first)
Typical effort
3–22 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zendesk
  • Slack
  • Zapier / Make / n8n

From £3,000US$4,500A$6,000 quick win
Standard build £10,000US$15,000A$19,000
All tiers →

Operations & RevOps

Ops: clean data and clear numbers, without the manual work.

Diagram: Monday revenue brief: code pulls CRM figures, AI summarises them, mismatches stop the send, you get the brief Every Monday at7am Figures pulledfrom your CRM bycode AI writes aplain-Englishsummary Numbers don'tmatch? Nothingsends Brief lands inyour inbox orSlackDiagram: Monday revenue brief: code pulls CRM figures, AI summarises them, mismatches stop the send, you get the brief Every Monday at 7am Figures pulled from your CRMby code AI writes a plain-Englishsummary Numbers don't match? Nothingsends Brief lands in your inbox orSlack
How it works: AI does the first pass, a person stays in control. Example flow; your version is designed in the build.
10

CRM Clean-Up & Guardrails

Duplicates removed, data standardised, and rules so it stays clean.

Who it's for
Any team 2+ years into its CRM, or post-migration
Typical effort
2–20 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zapier / Make / n8n

From £2,250US$3,250A$4,250 quick win
Standard build £7,500US$11,500A$15,000
All tiers →

11

Monday Morning Revenue Brief

An automated, plain-English pipeline and revenue summary in Slack or email.

Who it's for
Founders, sales leaders, RevOps
Typical effort
1–14 days build time, depending on scope

Works with

  • HubSpot
  • Salesforce
  • Pipedrive
  • Slack
  • Zapier / Make / n8n

From £1,500US$2,000A$2,500 quick win
Standard build £5,000US$7,500A$10,000
All tiers →

Finance

Finance: less chasing and keying, with humans in control of every payment.

Diagram: Invoice chasing: an overdue invoice triggers AI-drafted reminders you approve, which stop when paid or disputed An invoice goesoverdue AI drafts apolite, specificreminder You approve thetone and timingonce Reminders go outon schedule Paid or disputed?Reminders stopDiagram: Invoice chasing: an overdue invoice triggers AI-drafted reminders you approve, which stop when paid or disputed An invoice goes overdue AI drafts a polite, specificreminder You approve the tone andtiming once Reminders go out on schedule Paid or disputed? Remindersstop
How it works: AI does the first pass, a person stays in control. Example flow; your version is designed in the build.
12

Touchless Accounts Payable

Supplier invoices captured, coded and approved into Xero/QuickBooks, with fraud checks. Humans stay in control of approvals. ERP integration quoted separately.

Who it's for
Finance teams processing 100+ invoices/month
Typical effort
2–18 days build time, depending on scope

Works with

  • Xero
  • Microsoft 365
  • Google Workspace
  • Slack
  • Zapier / Make / n8n

From £2,250US$3,250A$4,250 quick win
Standard build £8,000US$12,000A$15,500
All tiers →

13

Get-Paid-Faster Credit Control

Automated, context-aware payment reminders that stop when paid or disputed. Humans stay in control of disputes.

Who it's for
B2B businesses with overdue invoices and no credit controller
Typical effort
1–12 days build time, depending on scope

Works with

  • Xero
  • HubSpot
  • Salesforce
  • Pipedrive
  • Slack
  • Zapier / Make / n8n

From £1,500US$2,000A$2,500 quick win
Standard build £5,000US$7,500A$10,000
All tiers →

Recruitment

Recruitment: faster shortlists and scheduling, with people making every hiring decision.

Diagram: CV screening: AI ranks and explains, a recruiter decides the shortlist, candidates self-book interviews A CV arrives for arole AI ranks itagainst your briefand explains why A recruiterdecides theshortlist Candidate bookstheir owninterviewDiagram: CV screening: AI ranks and explains, a recruiter decides the shortlist, candidates self-book interviews A CV arrives for a role AI ranks it against yourbrief and explains why A recruiter decides theshortlist Candidate books their owninterview
How it works: AI does the first pass, a person stays in control. Example flow; your version is designed in the build.
14

Responsible AI Screening & Scheduling

Ranked, explained shortlists and self-booked interviews, with humans deciding. Includes DPIA support; not independent bias audits or legal advice.

Who it's for
Recruitment agencies and scaling in-house TA teams
Typical effort
2–22 days build time, depending on scope

Works with

  • Google Workspace
  • Microsoft 365
  • Slack
  • Zapier / Make / n8n

From £2,250US$3,250A$4,250 quick win
Standard build £9,500US$14,500A$18,500
All tiers →

Packages

Popular builds, scoped and priced up front.

Every package includes a design sprint and written spec, a build in your own accounts, test cases with human review wherever AI writes to your CRM or replies to customers, a recorded handover, a runbook and 30 days of support after go-live.

Prices in
Diagram: Meeting notes to CRM: the call ends, AI summarises and suggests fields, the rep approves, the deal is updated A sales call ends AI summarises itand suggests CRMfields Rep approves thefield updates Deal updated, nextsteps andfollow-up draftDiagram: Meeting notes to CRM: the call ends, AI summarises and suggests fields, the rep approves, the deal is updated A sales call ends AI summarises it andsuggests CRM fields Rep approves the fieldupdates Deal updated, next steps andfollow-up draft ready
P2 Sales Call-to-CRM Autopilot in four steps. Nothing is written to the CRM without the rep's approval.

P1 Lead Capture, Enrichment & Routing

£9,000US$13,500A$17,500

About 4 weeks · Lead Scoring & Enrichment + Speed-to-Lead Routing

Up to 3 inbound sources, enrichment, AI fit scoring against agreed criteria, routing rules, owner alerts with an SLA timer, and a dashboard.

P2 Sales Call-to-CRM Autopilot

£6,000US$9,000A$12,000

About 3 weeks · Meeting Notes → CRM

Meeting Notes → CRM, full version: summaries, up to 12 fields for rep approval, follow-up drafts.

P3 AI Support Triage & Reply Assist

£8,000US$12,000A$15,500

About 4–5 weeks · Smart Ticket Triage

Smart Ticket Triage, full version: routing, reply drafts for agent approval, shadow mode, accuracy report.

Add-on to P2: post-demo AI follow-up drafts, never sent without approval · £2,250US$3,250A$4,250

Bundles

Revenue Engine Starter

£14,500US$21,500A$28,000

Clean → score → route · CRM Clean-Up + Lead Scoring + Routing

A clean CRM, then every lead scored and routed.

Finance Ops Pack

£10,500US$15,500A$20,000

Pay and get paid · Touchless AP + Credit Control

Supplier invoices and payment reminders handled, with humans in control.

Prices exclude VAT (UK), sales tax (US) and GST (AU). Software licences, enrichment credits and AI/API usage are paid by you direct, with no markup. ERP integration (Touchless AP) is quoted separately after scoping. Quick-Win builds from £1,500 and the AI Quick Scan (£495) are on the pricing page →

Estimates, not promises

Time and cost savings are typically assessed during discovery, using your own volumes. Any figures we share are estimates, not guarantees.

Humans stay in control

For hiring, finance and anything customer-facing, AI drafts and suggests; people review and decide.

Privacy built in

We support UK, Australian and US privacy compliance in how each workflow handles data. We'll point you to your own advisers for legal sign-off.

Independent

Tool names show what we work with. Larchwire is independent and recommends what suits you.

Questions about HubSpot, Salesforce and your tools

Can you add AI to HubSpot?

Yes. We set up AI workflows inside your HubSpot portal, such as lead scoring and routing, call notes logged to deals, follow-up drafts and ticket triage. We use HubSpot's built-in AI features where they fit and connect other tools where they don't. Sales workflows.

Do you work with Salesforce?

Yes. The same workflows can be built in Salesforce, using its built-in automation and AI features where they fit. Support workflows.

Is HubSpot's or Salesforce's built-in AI worth paying for?

It depends on your data and volumes. Built-in AI works best when your CRM records are reasonably clean and the job is well defined. We check both in the audit before recommending any upgrade, and you pay vendors directly with no markup. CRM Clean-Up & Guardrails.

Not sure where AI could help?

Start with a free 30-minute call and a short first look at 2–3 places AI could help. No tool access needed, no obligation. When you want a proper plan, the paid next step is the AI Quick Scan.

Get your free AI audit