The Problem We're Solving
Most small business sales teams spend 20–30% of their time on CRM admin rather than selling. Contacts manually entered, deal stages updated by hand, follow-up reminders set individually. It's not just inefficient — it leads to gaps. Leads fall through the cracks because no one updated the record, or a follow-up reminder wasn't set, or the wrong stage was entered. CRM automation removes the human error and the time cost at once.
How It Works
Connect Your Lead Sources
We connect every place leads come from — web forms, WhatsApp, LinkedIn, cold email campaigns, referrals — to your CRM. New leads create new contacts automatically, tagged with their source.
Behaviour Triggers Stage Updates
When a prospect opens an email, books a call, or fills in a form, their CRM stage updates automatically. No one needs to remember to move the deal — it happens based on real actions.
Automated Follow-Up Sequences
Personalised follow-up emails and messages go out at the right time without manual scheduling. Prospects who go quiet get a re-engagement sequence. Prospects who engage get moved forward.
Reporting & Alerts on Autopilot
Weekly pipeline summaries, stale deal alerts, and team performance reports are generated and delivered automatically — to your inbox, Slack, or wherever your team works.
What's Included
Proof Point
CRM Automation for a Multi-Location Service Business
A service business with three locations was manually entering leads from three different sources (web form, Google Ads, and a referral form) into HubSpot daily. We automated all three sources to create CRM contacts, tag them by source and location, and trigger a 5-step follow-up sequence. The team recovered roughly 8 hours per week — and their lead-to-meeting conversion improved because follow-ups now go out within minutes, not days.
Read the full case studyTools & Technology
Ready to Get This Built?
Book a free 30-minute call and we'll scope out exactly how this would work for your business.