Leads go cold because follow-up is manual. Deals stall because handoffs are broken. We automate your CRM so every lead gets worked, every deal gets pushed, and nothing falls through the cracks.
These are the workflows that eat rep time, introduce human error, and let warm leads go cold. We automate all of them — usually within a single project scope.
New lead hits CRM → scored by fit + intent → routed to the right rep in under 30 seconds. No cherry-picking, no delays.
Day 1, Day 3, Day 7 — personalized touches triggered automatically. Your reps close, not chase.
Deal moves to 'Proposal Sent' → contract generated → reminder scheduled → manager notified. Every time.
Deal stuck 14+ days? Rep hasn't logged activity? At-risk renewal? Slack ping before it's too late.
Weekly pipeline report built and delivered automatically. Actual vs forecast, stage velocity, rep performance.
Duplicate detection, field normalization, stale lead cleanup. Your data stays usable without manual scrubbing.
Most B2B CRMs are used as expensive contact databases. Reps log calls after the fact, stages update when someone remembers, and follow-ups happen when the rep has time. That gap costs deals.
68% of leads never get a follow-up past the first touch. Not because reps are lazy — because there's no system.
Your CRM has 10,000 contacts. 8,000 of them haven't been touched in 90+ days. That's money rotting.
Every manual handoff is a leak. Marketing to SDR, SDR to AE, AE to CS — each gap loses 15-30% of deals.
You're paying $150/user/month for a CRM your team uses as a Rolodex. Automation makes it earn its cost.
Four steps from first conversation to running pipeline automation — no surprises, no scope creep.
We review your current CRM setup, existing workflows, and where leads get stuck or lost. No prep required — we come with a structured audit framework.
We map every automation — triggers, conditions, actions, and fallbacks — in plain English. You review and approve before we write a single step.
We build workflows in Make.com (or n8n if self-hosting is required), run end-to-end tests with real data, and iterate until every edge case is handled.
Walkthrough session with your team, documentation for every workflow, and a guide for making simple edits yourself. You own the workflows — no ongoing dependency.
You know the total cost before signing. 50% upfront, 50% on production handoff.
Eliminate one critical bottleneck — instant lead response and CRM updates.
Best for: 10–50 employees · First CRM automation
Full pipeline automation — lead-to-close with scoring, sequences, and reporting.
Best for: 50–150 employees · Active sales team · Multi-stage pipeline
Enterprise-grade multi-CRM or multi-team automation with AI enrichment.
Best for: 150+ employees · Multi-team RevOps · Complex deal flows
Built until it works. Unlimited revisions during the build phase. Post-launch monitoring included. If it doesn't perform as scoped, we fix it — no additional cost.
Book a free 15-minute CRM audit. We'll review your current pipeline, identify the three highest-leverage automations, and give you a scoped proposal — no commitment required.