CRM Automation Systems That Close More Deals on Autopilot

We configure and automate your CRM so your sales pipeline runs itself — from inbound lead to closed deal, with every stage, trigger, and follow-up handled automatically.

[ WHAT WE BUILD ]

A CRM that works without your team working it.

A poorly configured CRM is a liability. A well-engineered one is a revenue system. We configure and automate HubSpot, Pipedrive, and Attio to run your entire sales motion.

01

CRM Setup & Configuration

Configure your CRM from scratch — properties, pipelines, deal stages, views, and user permissions aligned to your sales motion.

02

Automated Lead Routing

Route leads to the right rep, territory, or segment automatically based on company size, industry, or source.

03

Deal Stage Automation

Trigger actions at every deal stage — send emails, create tasks, update fields, and notify the team without manual steps.

04

CRM Data Enrichment

Automatically enrich contact and company records with firmographic, technographic, and intent data.

05

Sales Sequence Automation

Build automated follow-up sequences that trigger from CRM activity — deal created, property changed, or stage advanced.

06

Reporting & Pipeline Analytics

Automated reports on pipeline health, conversion rates, and rep performance — delivered to Slack or email on schedule.

[ PLATFORMS ]

CRM platforms we specialise in.

HubSpot Sales HubHubSpot Marketing HubHubSpot Service HubPipedriveAttioSalesforceApollo.ioClayClearbitHunter.ion8nMakeZapierGmailGoogle CalendarSlack

[ PROCESS ]

How we implement your CRM system.

01

CRM Audit

Review your current CRM state — data quality, pipeline structure, active automations, and integration gaps.

02

Sales Process Mapping

Document your actual sales motion and translate it into CRM pipeline stages, properties, and deal flows.

03

Configuration Sprint

Configure pipelines, properties, views, and user setup. Clean and migrate existing data if required.

04

Automation Build

Build all automations — lead routing, deal stage triggers, sequence enrolment, and notification logic.

05

Integration

Connect your CRM to email, calendar, LinkedIn, enrichment APIs, and any other tools in your stack.

06

Training & Handover

Walk your team through the configured system. Provide documentation and ongoing support for the first 30 days.

[ FAQ ]

Common questions.

READY TO BUILD?

Let's engineer the system.

Most enquiries receive a response within 24 hours.

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