A CRM that updates itself
We connect your forms, inbox, ads and CRM so every contact, deal and follow-up is recorded the moment it happens.
Marketing & CRM automation
- Starting price
- $1,500
- Typical timeline
- 4
- weeks to launch
Works with
Where CRM work usually breaks
Records go stale
Sales reps update the CRM at the end of the week, if at all. Reports are only as good as the last manual entry.
Follow-ups slip
A lead fills in a form on Friday evening and hears back on Tuesday. By then they have spoken to two competitors.
Marketing and sales disagree
Campaign data sits in one tool and deal data in another, so nobody can say which channel brings paying customers.
From first touch to closed deal
Each step runs on its own. Your team only steps in for the conversations that need a person.
Web form
New enquiry
CRM record
Created, deduplicated
Follow-up email
Sent in 2 minutes
Sales task
Assigned to owner
Deal updated
Stage moves on reply
What we build for you
Contact sync
Form fills, calls, emails and purchases create or update the right CRM record with no duplicates.
Follow-up sequences
Personal emails and tasks go out on a schedule you set, and stop as soon as the lead replies.
Deal stage automation
Deals move stage when something real happens: a quote is opened, a contract is signed, an invoice is paid.
Lifecycle tagging
Contacts are tagged by source, interest and stage so campaigns reach the right people.
Campaign attribution
UTM and ad data are stored on the contact, so revenue can be traced back to the channel that earned it.
Clean-up jobs
Scheduled checks merge duplicates, fix formatting and flag records with missing owners.
Example: inbound enquiries for a 12-person services firm
Before
Enquiries landed in a shared inbox. Someone copied them into HubSpot twice a day and replies took 6 to 24 hours.
After
Every enquiry creates a HubSpot contact and deal, gets a personal reply within 2 minutes and a task for the right rep.
An illustrative example of a typical project.
Tools we connect
All integrations- HubSpot
- Zoho
- Gmail
- Google Sheets
- Typeform
- Mailchimp
- Make
- Zapier
What you receive
- A map of your current contact and deal flow, with the gaps marked
- Working automations in your CRM and connected tools
- Field and pipeline clean-up so the data stays usable
- A written handover guide and a recorded walkthrough
- 30 days of monitoring and fixes after launch
Timeline
MapWeek 1
We review your CRM, forms and inbox and agree which flows to automate first.
BuildWeeks 2 to 3
We build in a test copy of your setup so nothing touches live data until it works.
TestWeek 3
We run real examples end to end with your team and fix what they find.
LaunchWeek 4
We switch it on, watch the first days closely and hand over the documentation.
Marketing & CRM automation
From $1,500
for one end-to-end workflow. Multi-workflow CRM projects start at $4,500.
Questions we hear often
Which CRMs do you work with?
Mostly HubSpot, Zoho and Google Sheets based CRMs. If your CRM has an API, we can usually connect it. We confirm this on the first call.
Will this replace my sales team's work?
No. It removes the copying, chasing and data entry so your team spends their time on conversations.
What happens to our existing data?
We clean it before we automate on top of it. Nothing is deleted without your approval, and we keep a backup.
Do we need to buy new software?
Usually not. We build on the tools you already pay for, plus a connector like Make or Zapier if one is needed.
Related services
Lead acquisition & qualification
Capture every lead, score it, and route the good ones to the right person in minutes.
From $1,500
Data reporting & analytics
Dashboards that update themselves, so the Monday report is ready before Monday.
From $1,500
Business process automation
Automate approvals, invoicing, onboarding and other processes that cross teams and tools.
From $4,500
Find the first workflow worth automating
A 20-minute call is enough. We tell you plainly what we would automate first, and what it would cost.
What happens on the call
- 1We look at how the work happens today
- 2We name the first workflow worth automating
- 3You get a fixed written quote. No obligation
Free, 20 minutes, on Google Meet.