CRM Automation

Your CRM, Updated Automatically by AI

Manual CRM data entry is killing your sales team's productivity. We automate the entire CRM experience — from lead capture and enrichment to activity logging, deal stage updates, and follow-up triggers. Seamlessly.

HubSpot · Salesforce · Pipedrive · GoHighLevel · Zoho · Attio · Starting at $1,500

What We Automate in Your CRM

Automatic Lead Capture

Pull leads from forms, ads, email, LinkedIn, and cold outreach tools. Create contacts automatically with full context — no copy-pasting.

Contact Enrichment

Auto-enrich every new contact with company size, industry, LinkedIn URL, tech stack, and funding info using Apollo and Clearbit.

AI Lead Scoring

Score every lead in your CRM based on ICP fit, engagement level, and intent signals — updated in real time as contact behaviour changes.

Activity Logging

Log calls, emails, meeting notes, and WhatsApp conversations directly into your CRM — automatically, without rep input.

Deal Stage Automation

Move deals through pipeline stages based on triggers — email opened, link clicked, meeting booked — no manual drag-and-drop.

Follow-Up Triggers

When a deal goes stagnant, AI triggers a follow-up sequence. When it advances, AI sends a congratulations or next-step email.

CRMs We Work With

HubSpotSalesforcePipedriveGoHighLevelZoho CRMAttioClose CRMMonday SalesNotion CRMAirtable

CRM Automation FAQs

Does CRM automation require replacing our existing CRM?

No. We build automation on top of your existing CRM — HubSpot, Salesforce, Pipedrive, GoHighLevel, or Zoho. Your team keeps working in the same CRM, the AI just handles data entry and triggered actions.

How long does CRM automation take to set up?

Simple CRM automation (lead capture, enrichment, deal routing) takes 2–3 weeks. Complex enterprise CRM automation with multi-system integrations typically takes 4–6 weeks.

Can you enrich contacts automatically without us uploading a CSV?

Yes. We integrate with Apollo, Clearbit, and Hunter to enrich contacts in real time — every new lead gets job title, company info, LinkedIn URL, and tech stack data added automatically.

Get Your Free AI Audit

Automate Your CRM with AI

Tell us your CRM and top manual tasks. We'll design the automation architecture and show you the productivity gains — free.

Free consultation • No obligation • Reply within 24 hours

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Reach us

Location

Remote team serving US, UK, Europe & Australia

Reply Time

Within 24 hours

Global Coverage

Remote-first agency serving US (EST/PST), UK (GMT), and AUS (AEDT) timezones. We adapt to your schedule.