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A CRM that moves deals forward.

Pipeline automation, deal-stage workflows, sales-team workflows, and revenue reporting — built in HubSpot, Salesforce, Pipedrive, or Zoho.

01 — Why it matters

Why CRM Automation
matters.

A CRM is only as good as the workflows around it. Four reasons sales-side automation matters.

Benefit 01

Faster pipeline

Deals move forward automatically — no waiting for sales to remember.

Benefit 02

Cleaner data

Required fields, validations, and auto-enrichment keep data usable.

Benefit 03

Better reporting

Pipeline, conversion, and revenue reporting that leadership trusts.

Benefit 04

Sales focus

Reps focused on selling, not admin.

02 — What we deliver

What is included
in CRM Automation.

Every CRM engagement covers the work below.

01
CRM audit
Data quality, workflow, and pipeline audit.
02
Pipeline design
Stages, exit criteria, and stage-conversion tracking.
03
Sales workflows
Lead routing, follow-up, task creation, deal-stage actions.
04
Reporting
Pipeline, conversion, velocity, and revenue reports.
05
Integrations
Marketing, calendar, dialler, billing, and data warehouse.
06
Training
Sales-team training and adoption support.
03 — Our approach

A clear path
through CRM Automation.

A focused five-step CRM build. See the full process →

Step 01
Audit
Current CRM, data, and workflow audited.
Step 02
Design
Pipeline, workflows, and reports designed.
Step 03
Build
Workflows, fields, and integrations built.
Step 04
Migrate
Data cleaned and migrated where needed.
Step 05
Adopt
Team training, rollout, and adoption support.
04 — FAQ

CRM Automation
questions.

Want to discuss specifics? Get in touch and a senior specialist will respond directly.

Which CRMs do you cover?

HubSpot, Salesforce, Pipedrive, Zoho, Close, and Monday Sales CRM. We have certified specialists on the major platforms.

Can you migrate CRMs?

Yes. Common migrations: HubSpot ↔ Salesforce, Pipedrive → HubSpot, spreadsheet → real CRM.

How does this differ from Marketing Automation?

Marketing Automation covers nurture and lifecycle on the marketing side. CRM Automation covers pipeline, sales workflow, and revenue reporting on the sales side. Many engagements cover both.

How long does it take?

Marketing engagements start with a minimum six-month commitment so the work has time to compound. Specific timelines per deliverable are agreed during discovery.

Can you handle data cleanup?

Yes. Most engagements include a data cleanup phase — deduplication, enrichment, normalisation.

Ready when you are

Ready for a CRM that
actually moves deals?

Book a free discovery call to audit your current CRM.

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