CRM automation that keeps records clean and follow-ups on time.
We automate lead routing, follow-up tasks, pipeline updates and service workflows inside your existing CRM, and connect it to the tools your sales and service teams use every day.
- CRM process review
- Lead routing and assignment
- Follow-up and task automation
- Data hygiene rules
- Integrations
- Pipeline and activity reporting
Where this helps
What we deliver
How it works
- 01
Review the CRM as used
We look at the configuration, the data and how the team actually works, which are often three different things.
- 02
Agree the rules
Sales and service leaders sign off routing, stage definitions and required fields before anything is automated.
- 03
Clean the foundation
We deduplicate and standardize the records that the automation will depend on.
- 04
Build and test
Workflows are configured or built in a sandbox, tested against real scenarios and reviewed with the people who will use them.
- 05
Roll out and adjust
We release to one team first, watch for friction and adjust before rolling out more widely.
Design decisions we make with you
Native features or external automation
We use the CRM's built-in workflow tools where they are sufficient, and an external workflow platform or custom service only where logic or integrations require it.
Source of truth
For each field — contact details, deal value, account status — we agree which system owns it, so syncs do not overwrite good data with bad.
Permissions
Automations run under dedicated integration users with the scopes they need, so changes are traceable and do not depend on an employee's account.
Adoption
Automation that adds clicks gets bypassed. We design around what the sales and service teams will actually do, and remove fields nobody uses.
Applications
Related capabilities
- Sales & Marketing AssistantsResearch accounts, draft tailored outreach and review content against brand rules, with reps and marketers approving everything that goes out.
- Customer Support AgentsResolve routine customer inquiries from your policies and live account data, taking approved actions and handing everything else to your team.
- n8n, Make & Zapier AutomationWorkflows built on n8n, Make or Zapier with proper error handling, monitoring and ownership — and a clear line for when custom code is the better choice.
- Business Process AutomationMap a process end to end, remove the manual handoffs and automate the rules-based steps, with exceptions routed to the right person.
- Data Analytics & BIAgreed metric definitions, dashboards and analysis designed around the decisions your teams actually make.
- AI AgentsAgents that take approved actions across your tools, with permissions, review points and monitoring built in.
Questions buyers ask
Usually not. Most CRM problems come from configuration, data quality and process, not the platform. We work with the CRM you have and only suggest a change if it genuinely blocks what you need.
Yes. Deduplication, standardization and filling key gaps are usually the first step, because routing and reporting depend on them. We also add rules so the data stays clean.
Yes — for example summarizing calls, drafting follow-ups or scoring leads. We add those steps once the underlying records are reliable. See sales and marketing AI.
We test in a sandbox, release to one team first and agree changes with sales leadership. The goal is fewer manual updates, not a new process to learn.
Discuss this capability with an engineer.
Tell us about the workflow or product. We reply with questions, a suggested first step and who would work on it.