CRM Automation built around real operating friction
CRM Automation turns scattered follow-up into a pipeline your team can actually run. We configure the stages, rules, alerts, and reporting around how you sell instead of forcing your team to work around software defaults.
That means leads are routed instantly, qualified properly, followed up without gaps, and visible to management without someone rebuilding the truth in a spreadsheet.
What we solve and what changes
Each engagement focuses on where leads, conversations, approvals, or handoffs are getting lost today, then replaces that with a cleaner system your team can actually run.
CRM Setup
What we solve
The pipeline lives across a spreadsheet, a notebook, and three people's memory.
What changes
One system is configured around how you actually sell, with stages, owners, and nothing lost between them.
CRM Customization
What we solve
You pay monthly for a CRM the team avoids because it does not match how the business works.
What changes
Fields, views, and layouts are reshaped to your workflow, so the system gets used instead of bypassed.
Lead Routing
What we solve
A lead arrives at 9pm and waits until somebody notices it the following afternoon.
What changes
Rules assign every enquiry instantly by service, territory, or rota, so no lead sits unowned.
Lead Scoring
What we solve
This week's best lead is sitting behind forty tyre-kickers in the same undifferentiated list.
What changes
Your own qualification rules rank every lead, so the team works the top of the list first.
Automated Follow-Ups
What we solve
Most lost deals were never actually rejected; they were simply never followed up.
What changes
Timed email and WhatsApp sequences run automatically until a person takes the conversation over.
Sales Notifications
What we solve
The team learns about a hot enquiry whenever they next happen to open email.
What changes
Instant alerts on email and WhatsApp fire the moment a lead or deal event happens.
Quote Automation
What we solve
Quoting means rebuilding the same document by hand, and the errors reach the client.
What changes
Quotes generate from CRM data on an approved template and go out in minutes, not days.
Customer Onboarding
What we solve
Winning the deal triggers a scramble of manual emails, documents, and reminders.
What changes
The post-sale sequence runs itself, so every new client gets the same clean start.
CRM Dashboards
What we solve
Management asks how the pipeline looks and waits two days for someone to build a spreadsheet.
What changes
Live pipeline, source, and salesperson views mean the answer is already on screen, not in a request.
How we scope
Use these packages as scoping anchors. Final scope and fee are confirmed in writing before build begins.
Starter
Setup, pipeline, fields, routing, and notifications for one sales team.
Full system
CRM configured end to end with scoring, follow-ups, quotes, and dashboards.
Growth retainer
Ongoing pipeline tuning, reporting, and workflow changes after go-live.
Final scope and fee are confirmed in writing before work begins.
Who this fits
Businesses with two or more salespeople, or anyone whose pipeline currently lives in a spreadsheet, including trading, contracting, real estate, insurance, education, and professional services.
How we work
Every service follows the same engagement model so you know what happens before build, how approvals work, and what support looks like after go-live.
Blueprint
Credited to the build
2 weeks. We map the process, audit your systems, and return a fixed-price proposal credited in full against the build.
Build
Fixed price
Milestones, 50% to start, and two review cycles included on every deliverable.
Go-live
Delivered and tested
Deployed, tested, and your team trained on it with a 30-day defect warranty.
Support
Optional after launch
Optional monitoring, updates, tuning, and a monthly report after launch.
Included in every engagement
Fixed price
Agreed in writing before any work starts.
Two review cycles
Included on every deliverable.
30-day warranty
Defect fixes after go-live.
Client-owned accounts
Third-party accounts kept in your name.
Clean handover
Documentation and training for your team.
Next step
Book a free 30-minute scoping call and we will tell you which one or two moves are most likely to improve your numbers first, whether or not you decide to buy anything.