Your Sales Team is Paid to Sell.
Not to Update Your CRM.
Your top sales rep just spent 45 minutes logging yesterday's calls. That's 45 minutes they could have spent closing deals.
Typical Sales Day
What This Costs You
-
Lost Productivity:
Sales reps spend 2-4 hours daily on CRM admin instead of selling.
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Missed Follow-Ups:
48% of sellers never follow up, leaving deals to die.
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Inaccurate Data:
Manual entry means errors, duplicates, and incomplete records.
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Invisible Pipeline:
Managers can't see real-time pipeline status without constant updates.
CRM & Sales Automation That Works
We build systems that handle everything automatically—so your sales team can focus on relationships, not recordkeeping.
Auto Lead Capture & Routing
Every lead from web, email, or social is captured instantly, enriched, and routed to the right rep based on territory or deal size. No more "I didn't get that lead."
Intelligent Lead Scoring
Automation analyzes engagement signals—opens, visits, downloads—and scores leads. Reps know exactly which prospects are hot and ready to buy.
Automated Follow-Up
Set it and forget it. Automation kicks off personalized sequences based on behavior. Prospect goes silent? Automated check-in sent two weeks out.
Real-Time Pipeline Updates
Close a deal? Update automatically. Send a proposal? Stage changes instantly. Your CRM stays current without anyone touching it.
Automatic Activity Logging
Every email, call, and meeting is logged automatically with full context. Complete history. No gaps. No "I forgot to log it" excuses.
Data Enrichment on Autopilot
Lead enters with just an email? We automatically add company size, revenue, tech stack, and news. Reps walk into calls with full context.
Automated Proposals
System pulls CRM data, populates your template, generates a PDF, and sends for approval. What took 2 hours now takes 30 seconds.
Smart Task Assignment
Forgot to follow up? System reminds you. Contract expires in 30 days? Renewal task created automatically. Nothing missed.
Self-Updating Reporting
Real-time dashboards show exactly where revenue stands. No manual building. Leaders spot problems early, Reps see performance live.
What Gets Automated
Lead Management
- Instant lead capture from all sources
- Automatic assignment and routing
- Lead scoring and qualification
- Duplicate detection and merging
Sales Pipeline
- Automatic stage progression
- Deal health monitoring
- Opportunity scoring
- Win/loss analysis
Communication Tracking
- Email synchronization
- Call logging
- Meeting notes capture
- Document sharing tracking
Task & Activity
- Follow-up task creation
- Reminder scheduling
- Time-based triggers
- Overdue alert notifications
Reporting & Analytics
- Revenue dashboards
- Activity reports
- Conversion metrics
- Custom KPI monitoring
Quote & Proposal
- Template-based generation
- Pricing calculations
- Approval workflows
- E-signature integration
What Our Clients Achieve
Before Automation
- Admin Time: 2-4 hours/day
- Follow-up Rate: 35-40%
- Data Accuracy: 60-70%
- Sales Cycle: 45-60 days
- Forecast Accuracy: ±30%
After Automation
- Admin Time: 15-30 mins/day
- Follow-up Rate: 95%+
- Data Accuracy: 95%+
- Sales Cycle: 30-40 days
- Forecast Accuracy: ±10%
Your CRM Automation Journey
Week 1: Discovery & Mapping
We audit your current sales process—every step, every handoff, every pain point. We identify what's manual, what's broken, and what's costing you the most time and money.
Week 2-3: Build & Configure
We build your automation workflows. Lead routing rules. Follow-up sequences. Data sync protocols. Everything tailored to how your team actually sells.
Week 4: Test & Refine
We test with real data. Make sure nothing breaks. Adjust based on edge cases. Get it right before going live.
Week 5: Launch & Train
We turn it on. Train your team on what changed (spoiler: their lives just got easier). Provide documentation for reference.
Ongoing: Monitor & Optimize
We watch performance. Track what's working. Adjust what isn't. Your business evolves—your automation evolves with it.
What Makes Our Approach Different
Works With Existing CRM
HubSpot, Salesforce, Pipedrive, Zoho—whatever you use, we work with it. No forced platform migrations.
Built for How You Sell
We don't force you into a cookie-cutter process. We automate the way YOUR team sells. Your stages. Your workflow.
No Code Required
Your team won't touch a single line of code. We handle all technical implementation. You focus on selling.
Real Support
Not just during implementation. We're available after launch when questions come up or you want to expand.
Works With Your Existing CRM & Tools
Investment & Returns
See the math for yourself.
5-Person Sales Team
Net Annual Gain
+$297,750
ROI: 2,481% annually
20-Person Enterprise Team
Net Annual Gain
+$1.77M
ROI: 6,321% annually
Get Your Free Automation Audit
Inform us, and we'll create the best solution for your needs.
Tell Us What You Want to Automate
Our specialist will review your workflows and suggest automation opportunities.