CRM Automation
A CRM that updates itself
Automatic lead capture, assignment, follow-ups and pipeline updates.
At a glance
- Leads from ads, website and WhatsApp in one place
- Round-robin or rule-based assignment
- Automatic tasks and reminders
- Stage-based follow-up messages
What it is
CRM Automation, explained simply
We set up and automate your CRM, whether HubSpot, Zoho, Bitrix24, Salesforce or Pipedrive, so every lead is captured, assigned, followed up and reported on without manual data entry.
Who it's for
How it works
- 1
We review your pipeline and stages.
- 2
We connect every lead source.
- 3
We build assignment and follow-up rules.
- 4
We train your team on the new setup.
Key features
What's included
Results
What you get from it
No lead sits unassigned
Managers see the pipeline in real time
Agents spend less time on admin
Pricing
CRM integration is included in the Growth package and full pipeline setup in Dominate.
FAQ
Common questions
We already have a CRM. Do we need a new one?
Usually not. We automate the CRM you have unless it can't support your process.
Do you migrate data?
Yes. We can clean and import data from spreadsheets or an old CRM.
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