Solutions CRM automation
A CRM that updates itself.
A CRM is only useful when it's accurate, and keeping it accurate by hand eats your team's day. We automate the updates, follow-ups and reporting so your CRM reflects what's really happening without anyone typing it in.
CRM automation
What we automate in your CRM
Contacts and companies
New leads, callers and customers created or updated automatically, without duplicates.
Deals and pipeline stages
Deals move forward when something actually happens: a reply, a booking, a signed quote.
Tasks and reminders
Follow-up tasks created for the right person at the right time, with the context attached.
Conversation logging
Calls, emails and texts summarised and attached to the right record.
Data enrichment
Records filled in with the details your team needs to have better conversations.
Reporting
Pipeline and activity reports built and sent automatically, so you always know where things stand.
How it works
Four steps. The first two are on us.
- 01No cost
Premium assessment
We learn how your business runs today and where this would save time or win revenue.
- 02No cost
Custom roadmap
A written plan: what we'd build, how it connects to your tools, and the value we expect.
- 03Your call
Review & launch
If the numbers make sense, we agree one monthly fee for that exact scope.
- 04Monthly
Build, run, improve
We build it, launch it with your approval, then monitor and improve it every month.
Who it's for
Built for businesses like yours.
- HubSpot users
- Teams moving off spreadsheets
- Sales teams with messy pipelines
- Service businesses with long follow-up cycles
- Owners who want clear numbers
Works with what you have
We automate the CRM you already use, or recommend one if you don't have one yet.
Clean data, kept clean
Rules for duplicates and required fields are built in, and we monitor them.
Your team approves what matters
Sensitive updates and customer-facing actions can require approval.
FAQ
CRM automation questions.
What is CRM automation?
CRM automation uses software to create and update records, move deals, assign tasks and send reports in your CRM automatically, so your team doesn't have to enter everything by hand.
Which CRMs do you work with?
We regularly build on HubSpot and can work with other major CRMs. If you're on spreadsheets, the assessment covers whether a CRM is worth adding.
Will automation create a mess of duplicate records?
Avoiding that is part of the build. We set matching and deduplication rules up front and monitor data quality as part of the monthly service.
Can you connect my CRM to my phone, email and website?
Yes. Connecting your channels to one customer record is usually where the biggest time savings are.
How much does it cost?
The assessment and roadmap cost nothing. If you go ahead, CRM automation is included in one monthly fee for the agreed scope.
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See what your business could hand off.
In one working session we map where time and revenue are leaking and which agents would win them back. Your custom roadmap follows, at no cost and with no obligation.