CRM Automation.
Pipeline on autopilot.
Lead routing, scoring, enrichment, sequence triggers, and pipeline automation across HubSpot, Salesforce, Pipedrive, Close.
What we build — and why it matters
Your CRM should be your team's superpower, not their admin burden. We automate the repetitive CRM work that eats 20% of your sales team's week: lead capture from forms, emails, and chat → enrichment with firmographic and social data → scoring based on your ideal customer profile → routing to the right rep → sequence enrollment → pipeline stage updates. All of it, automatic.
We work across the major CRM platforms — HubSpot, Salesforce, Pipedrive, Close, Zoho, Attio — and build custom middleware when your stack doesn't fit the standard integrations. Our automations handle edge cases like duplicate detection, merge logic, and field mapping conflicts that off-the-shelf connectors ignore.
The result: your sales team spends more time selling and less time clicking. Our clients typically recover 15-20 hours per rep per week. For a 5-person sales team, that's effectively hiring an additional rep — without the salary.
Sales-driven organizations with 5-100+ reps who are losing deals to manual data entry and inconsistent follow-up.
What's included.
Lead Scoring & Routing
Custom scoring models based on firmographics, behavior, and engagement. Automatic assignment to the right rep based on territory, product line, or availability.
Data Enrichment
Auto-enrich leads with Clearbit, Apollo, or ZoomInfo data on entry. Company size, industry, tech stack, and funding — populated before the rep sees the lead.
Sequence Automation
Trigger-based email sequences, task creation, and follow-up reminders. Leads move through stages automatically based on engagement signals.
Pipeline Analytics
Real-time dashboards tracking conversion rates, velocity, and rep performance. Forecast accuracy improves when data entry is automated.
Questions about crm automation.
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Ready to build your crm automation?
Book a free 30-minute discovery call. We'll map your requirements and send a written plan within 48 hours — even if you don't end up working with us.