Service · CRM Automation
CRM automation that your team actually uses.
Most CRM automation is built by someone who doesn't use the CRM. I map your sales process, identify the repetitive steps, and automate the ones that save real time. On your existing platform.
The problem
Your CRM is a filing cabinet pretending to be a system.
Your team logs calls, copies data between fields, drags deals across pipeline stages, and sends follow-up emails by hand. The CRM has automation features (you've seen the settings page) but every attempt to use them has created more confusion than it solved.
Meanwhile, leads go cold because nobody followed up on day three. Data quality drops because reps skip fields when they're busy. Reports look wrong because half the records are incomplete. The CRM cost you thousands, and most of its value is sitting unused.
What I do
Map the process, then automate the right parts.
I start by mapping how your team actually uses the CRM, not how the onboarding guide says they should. That means sitting with reps, watching the workflow, and identifying where time gets wasted.
Then I build automations that handle the repetitive steps: lead scoring based on real engagement data, follow-up sequences triggered by pipeline movement, automatic data enrichment from third-party sources, and notifications that reach the right person at the right time.
I work with HubSpot, Salesforce, Pipedrive, and most major CRM platforms. If the automation needs to connect to other tools (your email platform, invoicing system, or support desk) I build those integrations too, using Make.com, n8n, or direct API connections.
What you get
Automation that runs without babysitting.
- Lead scoring rules based on your actual conversion data, not guesswork
- Automated follow-up sequences triggered by deal stage and engagement
- Data entry reduction: fields that populate themselves from forms, emails, and integrations
- Pipeline hygiene rules that flag stale deals and incomplete records
- Written documentation covering every automation, in plain English
- Training session for your team so they understand what's running and why
- 30-day support window after handover
FAQ
Common questions before we start.
Which CRMs do you work with?
HubSpot, Salesforce, Pipedrive, Zoho, and Close are the ones I see most often. The principles are the same across platforms. If yours isn't on that list, send me a message. I've likely worked with it or something similar.
Can you fix our existing automation that's broken?
Yes. Most engagements start with a tangle of rules somebody built eighteen months ago. I'll audit what you have, work out what's firing correctly and what isn't, then rebuild the parts that need it. Sometimes the fix is simpler than you'd expect.
How long before we see results?
The first automated workflow is usually live within three weeks. Measurable time savings, fewer manual entries and faster follow-ups, show up almost immediately once the automation is running against real data.
Do we need to change CRM?
Almost certainly not. The goal is to make your current CRM work harder, not to migrate you to a new one. If your CRM genuinely can't support what you need, I'll tell you, but that's rare.
What about data migration?
If moving data between systems is part of the scope, I'll handle it. That includes mapping fields, cleaning duplicates, and validating the data after import. It's quoted separately because the effort varies widely depending on volume and quality.