CRM automation
Automatic lead scoring, deal stage updates, task assignments and notifications. Your CRM works for you instead of the other way around.
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Overview
Why CRM automation?
Without automation the CRM lags behind reality. We build workflows for scoring, routing, tasks and notifications. Data from forms and nurturing flows correctly. Data sync with other tools. For workflow engine n8n. Our marketing automation makes your CRM the center of sales and marketing.
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Capabilities
What we deliver
Lead scoring
Score on behavior and profile. Automatic routing to sales.
Deal updates
Stage updates, value and forecasting. Sync with pipeline.
Tasks
Automatic tasks on new lead or stage change.
Notifications
Slack or email on important events. Never miss a lead.
Why choose us
Benefits
Faster response
Sales gets immediate notice of warm leads.
Consistent
Every lead goes through the same rules.
Insight
Pipeline and forecasts up-to-date.
How we work
Our process
Inventory
Current CRM and wishes. Scoring criteria and rules.
Design
Workflows in CRM or n8n. Triggers and actions.
Implementation
Build and test. Training.
Monitor
Check workflows run correctly.
Technology stack
Tools
Use cases
Use cases
Lead routing
New lead → score → assigned to right sales.
Pipeline automation
Deal moved → task for sales → notification.
FAQ
Frequently asked questions
Ready to get started?
Book a free intake and receive a tailored proposal within 48 hours.