CRM Automation.
Automating the manual data entry and follow-up work inside your CRM, so records update themselves and nothing falls through.
What this covers.
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Lead routing and assignment rules based on your actual sales process
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Automated data entry from forms, email and other tools into the CRM
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Follow-up sequences and reminders triggered by real customer behaviour
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Deduplication and data-hygiene automation
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Reporting automation so pipeline visibility does not depend on manual updates
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Integration with marketing, support and finance tools around the CRM
A clear process from idea to launch.
Four stages, each ending in something you can see, click or sign off.
- 01/
Discovery & data prep
We review your ticket history or workflow and identify which parts are genuinely safe to automate.
DELIVERABLEWritten scope, timeline and fixed price
- 02/
Agent design
Response logic, escalation rules and a strict "say I don't know" policy, reviewed with your team before any live testing.
DELIVERABLEAgent design document
- 03/
Build & shadow mode
The agent runs alongside your team for two weeks, visible only to you, before it touches a live customer.
DELIVERABLEWorking agent in shadow mode
- 04/
Live rollout & tuning
Gradual rollout starting with the lowest-risk categories, with weekly review of every escalation.
DELIVERABLELive agent, monthly report and backlog
The right stack for your automation.
We choose what your team can maintain. If a simpler tool does the job, we will say so.
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AI & AGENTS
- OpenAI API
- Anthropic API
- LangChain
- Vector databases
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AUTOMATION
- n8n
- Zapier
- Make
- BullMQ
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INTEGRATIONS
- Zendesk
- HubSpot
- Salesforce
- Slack
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INFRASTRUCTURE
- AWS
- Node.js
- PostgreSQL
- Sentry
Questions about CRM Automation.
Answers to what clients ask us most before a project starts. Don't see yours here - just ask.
Contact Us01/ Which CRMs do you work with?
Most major CRMs with an API - HubSpot, Salesforce and similar platforms are all common starting points.
02/ Can this fix messy or duplicate data in our CRM?
Automation can prevent new duplicates and enforce data hygiene going forward; a one-off cleanup of existing data is usually scoped separately.
03/ Will our sales team need to change how they work?
The goal is the opposite - automation should reduce manual admin so the team spends more time selling, not less time in the CRM.