CRM & Sales Automation

Your Sales Team Spends a Third of Their Day on Admin. That's What This Fixes.

CRM automation built on a clean process and clean data — lead routing, follow-ups, and AI features that actually work, instead of automating your existing mess faster.

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Process mapped before automated
Platform-agnostic recommendations
No long-term lock-in

Context

Automation Amplifies Your Process — Good or Bad

Administrative work — data entry, manual lead routing, chasing follow-ups — typically eats up 20-30% of a sales rep’s day. That’s the real cost automation is solving. But automating a poorly defined process doesn’t fix it — it just makes the dysfunction move faster.

Before we automate anything, we map your actual sales process: stage definitions, what’s required at each step, and clear handoff criteria between marketing and sales. Automation built on top of that actually works. Automation built on top of chaos just breaks faster.

Services

Our CRM & Sales Automation Services

Lead Scoring & Routing

Automated lead scoring based on demographic, behavioral, and firmographic signals
Round-robin, territory-based, or score-based lead routing
Speed-to-lead automation so qualified leads reach a rep in minutes, not hours

Workflow Automation

Follow-up sequences and stale-deal alerts
Automated task creation, field updates, and case escalation
Meeting booking automation with AI-generated call prep notes

Data Hygiene & System of Record

Duplicate detection and resolution across connected systems
Defining a clear system of record and bi-directional sync rules
Ongoing data cleaning as records flow into your CRM

AI-Powered CRM Features

Native AI feature setup (HubSpot Breeze, Salesforce Einstein/Agentforce)
Conversation and deal intelligence — summarized threads, flagged deal risk
Automated reporting that eliminates manual data compilation

HubSpot or Salesforce? An Honest Take

Both platforms offer strong automation and AI capability, and we'll recommend based on your actual situation, not a default preference. HubSpot's AI tends to be the more accessible option, well-suited to SMB teams without a dedicated technical admin. Salesforce offers the deepest AI capability for complex enterprise needs, but a heavily customized setup typically needs a certified admin or implementation partner to manage properly. Neither is universally better — it depends on your team size, technical resources, and process complexity.

Where to Start: The Highest-ROI Automations

If you're automating for the first time, lead routing and stale-deal alerts deliver the fastest return — they eliminate the two most common manual tasks (assigning leads, chasing inactive deals) and typically show impact within weeks, not months. We recommend starting there before moving to deeper workflow automation or AI feature rollout.

Our Process

From first call to ongoing results.

Discover & Map

Understanding your current CRM, team structure, and actual sales process — not just what's supposed to happen, but what really does.

Clean & Define

Establishing a system of record, resolving duplicates, and defining clear stage and handoff criteria.

Automate

Building lead routing, workflows, and follow-up automation on a clean foundation.

Enable AI Features

Configuring native AI capabilities where your data and process actually support them.

Monitor & Refine

Ongoing measurement against defined before/after metrics.

Industries

Industries we work with

B2B & SaaS

Professional Services

Ecommerce & Retail

Financial Services

Real Estate

Healthcare

How we work differently

Process before automation

We map and fix your actual sales process before automating it — not after.

Platform-agnostic

HubSpot or Salesforce recommended based on your actual needs, not a default preference.

Data hygiene built in

A clear system of record and duplicate resolution, not just new automations layered on old chaos.

Before/after metrics defined upfront, so you can actually track impact.

No long-term contracts

We keep earning your account every month.

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Honest Timeline

What to Expect

A focused fix — lead routing and stale-deal alerts — can typically be implemented within 2-4 weeks. A fuller CRM automation overhaul, including data hygiene, workflow automation, and AI feature enablement, typically takes 6-12 weeks, depending on CRM complexity and how much process cleanup is needed first. Automating a messy process without that cleanup first tends to fail — we won’t skip it to move faster.

Metrics

Results We Focus On

Time to Lead Response
Sales Admin Time Saved
Data Quality (duplicate rate, completeness)
Lead-to-Opportunity Conversion Rate
Sales Cycle Length

Pricing

Priced for performance.

Pricing depends on CRM complexity, data cleanup needs, and automation scope — a focused fix (lead routing, stale-deal alerts) is priced differently than a full CRM and automation overhaul. We'll give you a clear estimate, including before/after metrics to track impact, after a free scoping call.

Scoped to your project

Priced to the scope and complexity you actually need

Clear estimate upfront

A fixed-scope estimate after a free consultation

Honest recommendations

We recommend what fits, not the biggest package

Get Your Custom Quote

Ready to get your CRM actually working for your sales team?

Get a free CRM automation scoping call — we'll assess your process and data first, then recommend what's actually worth automating.

Get Your Free CRM Scoping Call

FAQ

Frequently Asked Questions

Will automating our CRM just speed up our existing problems?

Should we use HubSpot or Salesforce?

Where should we start if we're automating for the first time?

Do you handle data cleanup, or just build the automations?