Automation · CRM
CRM automation and automated lead management.
Customer, opportunity and conversation data reaches the CRM without manual entry - with a traceable source.
When clients usually bring us in
- the same step repeats every day
- data is retyped between systems
- approvals get lost in email
- reports are assembled manually
- nobody can see where the process stalled
Not every step is worth automating
If a step runs a few times a year, automation won't pay for itself. So we measure how often the process actually runs before building anything.
What this means for you
- less retyping between systems
- every step has a timestamp, an owner and a status
- exceptions are visible, not hidden
- the process runs even when someone is away
What we automate
- capturing enquiries from the website
- attribution to campaigns and sources
- owner assignment
- reminders and next steps
- quote statuses
- management reporting
A CRM nobody fills in is not a CRM
Salespeople do not skip data entry out of unwillingness but because entry helps the report, not them. So the fastest route to a usable CRM is to have as much as possible fill itself - from the form, from email, from the calendar.
- a website enquiry creates a record by itself
- the enquiry source is recorded without manual entry
- correspondence attaches to the right opportunity
- the next step has a deadline and an owner
- the report is built from data that already exists
Where the enquiry came from
Without a recorded source you cannot know which channel pays off. The source is captured automatically at first contact - recorded later and by hand, it is guesswork.
How we automate
Trigger
What starts the process: an incoming email, a new record, a date, a submitted form or an event in another system.
Process and rules
Steps, conditions and responsibilities are captured as the process actually runs, not as the manual describes it.
Integrations
Data moves between systems once and in the right shape, with no retyping.
Exceptions
Anything that doesn't fit the rules goes to a queue with an explanation, not into a silent failure.
Control and traceability
Approvals
Where a human decision is needed, the system waits and records who approved it.
Logging
Every step has a timestamp, input, output and status. A failure can be replayed and fixed.
Reporting
How many cases ran automatically, how many waited and where the bottleneck is.
Related work
FAQ
How long does it take to set up?
It depends on the number of steps and systems. The first working part usually runs within a few weeks.
What happens with exceptions?
They go to a queue with an explanation and a person handles them. Nothing disappears silently.
Is every process worth automating?
No. If it runs a few times a year it won't pay for itself - we measure that before building.
Related solutions
Sounds like your project?
Send us the project description, your existing system, the tender documents or the event date.