Your CRM updates itself.
Deals, contacts, and follow-ups stay current without anyone touching a spreadsheet. Your team sells; the record keeps itself.
- Typical pilot
- 4–8 weeks
- Pricing model
- Fixed scope, fixed price
- Coverage
- USA · UK · Remote-first
- NDA available
- Yes
Tell us one thing. See crm automation run.
Add a couple of details, get a personalized result and a live look at the system — then we carry everything into a tailored plan, no retyping.
Before you talk to us, see what crm automation is costing you.
Adjust the sliders. The number on the right is what staying manual costs in a year. Conservative math, defensible assumptions — no signup to see the result.
Pipeline Leak Calculator
How many hours per week does your team spend updating the CRM, chasing follow-ups, and reconciling deal stages? Slide to see what that costs in a year.
Anyone who logs activities or owns deals.
Updating deals, logging calls, copying notes between tools.
Of all follow-ups scheduled, what percent miss their target day?
Adjust the sliders. The number on the right is the cost of staying manual.
Conservative math, defensible assumptions. No signup to see the result.
Skip the audit. Book a 15-minute scoping call.
What's actually painful about crm automation today.
Your CRM is only as good as the data in it — and right now that data is entered by hand, when someone remembers, between calls. Deals go stale. Follow-ups slip. The forecast is a guess because the pipeline reflects last week, not today.
Every hour a salesperson spends updating records is an hour they're not selling. Multiply that across the team and you're paying senior salary for data entry — and still flying blind.
What staying manual actually costs.
- 01Hours per week the team spends on crm automation work that could run itself12–25Mid-sized teams routinely bleed a full-time role to manual coordination in this area.
- 02How long it takes for a new crm automation initiative to compound8–16 wksBecause every change has to be done by hand, then redone by hand next quarter.
- 03Share of crm automation decisions that depend on one person being available60%+When they're on PTO or sick, the work doesn't just slow — it stalls.
"A Series B SaaS team gave 80 hours a week back to selling."
A chat-driven layer that lets reps update any deal in seconds from a simple interface — no forms, no spreadsheets. Manual data entry was eliminated entirely, and the record stays current on its own.
What changes once the system runs.
Here's the system that runs crm automation end to end.
- 01Capture
Conversations, emails, and meetings are observed and parsed into structured deal events.
pending - 02Enrich
Contacts and companies get firmographics and history appended automatically.
pending - 03Sync
Every event writes back to your CRM in real time — stages, owners, and notes stay current.
pending - 04Remind
Follow-ups that haven't happened yet are nudged to the right rep before they slip.
pending
Map a workflow you actually run. See what it costs.
Drag the steps into the order your team actually does them. We show you the hours and dollars the manual version costs — and exactly which steps the system takes off your plate.
Reorder the steps. See what your manual workflow actually costs.
Most teams don't know where the time goes. Drag the steps into the order they actually run — even rough is fine — and we'll show you what the workflow costs in hours and dollars today.
- 01~8mIntakeReceive the work — form, email, ticket, referral.
- 02~12mTriageSort by type, urgency, and who it should land with.
- 03~15mGather contextPull the relevant history, customer, and prior decisions.
- 04~10mDecideApply the rule and pick the next step.
- 05~6mActSend the email, update the record, kick off the next step.
- 06~5mFollow upConfirm, remind, escalate if nothing happened.
Principles
- 01
Outcome, not output
We measure success by hours reclaimed, deals closed, errors removed — not by tickets filed.
- 02
Boring over clever
We pick the most boring, durable technology that solves the problem. Cleverness is a liability.
- 03
Fixed price, fixed scope
No open-ended retainers. Every engagement ships with a one-page scope you can hold us to.
- 04
Build to hand off
We document, train, and hand over. The system is yours to run, modify, or extend without us.
CRM Automation in 8 metros — and counting.
No. We build on top of the CRM you already use. The goal is to make it update itself, not to make you migrate.
Under the hood we typically work with your existing CRM (Pipedrive, HubSpot, Salesforce, or similar) and connect messaging, email, and calendar tools you already use.
Stack details shared during scoping, under NDA.
Ready to automate crm automation?
Run the audit above, or book a 15-minute scoping call. We'll send back a one-page scope in 48 hours.
Response time
≤ 4 business hours
Coverage
USA · UK · EU
Team
10 engineers · 1 PM