CRM automation
Most CRMs are only as good as the data people remember to put in. We connect yours to everything else, so contacts, deals, tasks and conversations are logged without anyone typing them in.
What we build
A pipeline that updates itself.
Every enquiry becomes a contact and a deal, with the source, notes and owner filled in.
A booking, a signed proposal or a payment moves the deal to the next stage.
Your team gets a task when something needs doing, and a nudge if it hasn’t been done.
With clean data, your dashboards finally show where leads come from and what they’re worth.
Real-world examples
A few typical scenarios. Every build is tailored to your process, tools and customers.
The situationLeads live in inboxes, spreadsheets and someone’s notebook.
What the automation doesWe map how you work, clean up and import your data, and connect every source so the CRM becomes the one place to look.
The resultEveryone is working from the same, current information.
The situationA deal is won but the delivery team hears about it days later.
What the automation doesMarking the deal as won tells the delivery team, sets up the project and passes on the key details.
The resultA smoother start for the client.
The situationConversations happen on WhatsApp, email and the phone.
What the automation doesEach one is saved to the contact’s timeline automatically.
The resultAnyone can pick up where a colleague left off.
Integrations
We build around the systems you already have and only suggest changes when there’s a good reason.
FAQ
HubSpot, Pipedrive, Salesforce, Zoho, GoHighLevel, Airtable and plenty more. If you don’t have one yet, we’ll suggest one that suits you.
Yes. Merging duplicates, mapping fields and general tidying are part of most CRM projects.
We walk everyone through it and leave short recorded guides, so people know what happens automatically and what’s still down to them.
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Book a free 45-minute call and come away with a clear plan for your top three wins.