CRM Automation

Transform your sales pipeline with intelligent CRM automation. Increase conversion rates by 45% and reduce manual data entry by 90%.

45% Higher Conversion
Automated lead nurturing
90% Less Data Entry
Automatic contact updates
Real-time Insights
Live pipeline analytics

Complete CRM Automation Solutions

Lead Capture & Scoring

Automatically capture leads from all sources and score them based on engagement and fit

  • Multi-channel lead capture
  • AI-powered lead scoring
  • Automatic assignment
  • Real-time notifications
67% faster lead response

Contact Management

Keep contact information updated automatically across all touchpoints and interactions

  • Auto-sync contact data
  • Duplicate detection
  • Social media enrichment
  • Activity tracking
90% reduction in data entry

Sales Pipeline Automation

Move deals through your pipeline automatically based on actions and engagement

  • Stage progression rules
  • Automated follow-ups
  • Deal probability scoring
  • Pipeline analytics
45% increase in conversions

Email Marketing Integration

Sync your CRM with email marketing for personalized campaigns and lead nurturing

  • Automated email sequences
  • Behavioral triggers
  • Segmentation sync
  • Campaign tracking
156% email engagement boost

Task & Activity Automation

Create tasks, schedule follow-ups, and track activities automatically

  • Auto-task creation
  • Follow-up reminders
  • Activity logging
  • Performance tracking
78% improvement in follow-up

Reporting & Analytics

Generate real-time reports and insights to optimize your sales performance

  • Custom dashboards
  • Automated reports
  • Performance metrics
  • Forecasting
Real-time sales visibility

Supported CRM Platforms

We work with all major CRM platforms to create powerful automation workflows.

Salesforce
HubSpot
Pipedrive
Zoho CRM
Monday.com
Freshsales
ActiveCampaign
Keap
Copper
Insightly
Nutshell
Close
Airtable
Notion
ClickUp
Asana
Trello
Microsoft Dynamics

Custom CRM Integration

Using a custom or proprietary CRM? We can build custom integrations and automations for any system.

Our CRM Automation Process

1

CRM Audit & Strategy

Week 1

We analyze your current CRM setup, data quality, and sales processes to identify automation opportunities.

2

Automation Design

Week 2

Create detailed automation workflows that align with your sales process and business goals.

3

Implementation & Testing

Week 3-4

Build and thoroughly test all automations to ensure they work perfectly with your existing systems.

4

Training & Launch

Week 5

Train your team on the new automations and launch with full support and monitoring.

5

Optimization & Support

Ongoing

Continuously monitor performance and optimize automations for maximum effectiveness.

CRM Automation Packages

Essential

$2,497

Basic CRM automation setup

  • Lead capture automation
  • Basic email sequences
  • Contact management
  • Simple reporting
  • Email support
Most Popular

Professional

$4,997

Complete CRM automation suite

  • Advanced lead scoring
  • Multi-stage nurturing
  • Pipeline automation
  • Custom dashboards
  • Priority support
  • Team training

Enterprise

Custom

Full-scale CRM transformation

  • Custom integrations
  • Advanced analytics
  • Multi-CRM sync
  • Dedicated support
  • SLA guarantees
  • Ongoing optimization

Ready to Automate Your CRM?

Join 300+ sales teams already using our CRM automation to increase conversions by 45% and save 20+ hours per week.