CRM Automation Services
Stop using your CRM as an expensive Rolodex.
CRM software is brilliant when it's working with the rest of your business. Most CRMs aren't — they're isolated databases that sales people grudgingly update. Automated correctly, a CRM becomes the operational engine — leads in, qualified, routed, followed up, closed, retained — without manual data entry.
The pain points we keep hearing
- Manual data entry kills CRM hygiene. Sales people don't update Salesforce in real-time. Data goes stale. Reports lie. Forecasts miss.
- Lead capture goes nowhere. Forms fill, emails sent, but the lead sits unscored in the CRM for days before anyone notices.
- No unified view of the customer. CRM here, support tickets there, billing in a third place. Customer success teams jump tabs constantly.
- Reports take an analyst to build. Every leadership question becomes a custom report request. Slows decision-making by days.
What we typically build
Automated lead enrichment + scoring
Webhook captures lead → enrichment from public sources → AI scoring → routes to right sales person automatically. Latency: seconds, not days.
Cross-system data sync
CRM ↔ support ↔ billing ↔ marketing all sharing one source of truth. No more "which system has the latest?".
Pipeline automation
Stage transitions trigger correct follow-up sequences. Quotes auto-draft. Contracts auto-generate. Win/loss reasons auto-captured.
Live dashboards
Real-time pipeline, conversion rates by source, time-to-close, rep performance — without anyone manually exporting CSVs.
How we deliver — 5 phases
Discovery
30-min call + 60-90 min structured scoping. Fixed-price quote.
Design
Architecture doc, you sign off before any code.
Build
Git from day 1, weekly demos, no black-box phase.
Deploy
Shadow mode → restricted live → full live.
Handover
Docs, runbook, training, 30 days bug-fix support.
Full methodology at how we build.
Pricing guidance
Standard HubSpot/Pipedrive/Salesforce automation setup £1,500–£4,000. Custom integration with your bespoke systems £4,000–£7,000. Larger multi-stage pipeline build £7,000–£9,500. Ongoing optimisation retainer £100–£400/month.
Real engagement walkthroughs
No fabricated testimonials. See an illustrative end-to-end engagement:
Related practice areas
Frequently asked questions
Which CRM do you work with?
HubSpot (most common), Pipedrive, Salesforce, Zoho, Close, Copper, Freshsales. Even older ones with REST APIs. We'll work with whatever you have — migration is a separate scope.
Do you migrate CRMs?
Yes. We've done HubSpot ⇄ Pipedrive, Salesforce ⇄ HubSpot, and migrations from legacy CRMs (ACT, Goldmine, custom Access DBs). Migrations are scoped separately because data quality work is the real effort.
Can you replace Zapier with something cleaner?
Yes — and we usually recommend it past 15,000 task executions/month. Custom Python webhook services cost ~£50/month to run vs £300+/month in Zapier fees, plus you get version control and proper testing.
What about HubSpot Workflows / Salesforce Flow?
Use the native automation where it fits. We supplement with custom code when the native tooling hits its limits (which it does for any non-trivial logic).
How does this integrate with our existing sales process?
It doesn't replace your process — it automates the data plumbing around it. Your salespeople still own the relationships; the system handles the administrative drag.
What about GDPR / data privacy?
We design data flows around UK GDPR from the start. DPA available, consent tracking built in, data subject deletion supported, audit logs retained.
Start with a 30-minute call
Tell us about the workflow that's eating most of your team's time. We'll tell you whether crm automation will pay back — honestly.