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Your CRM works for you - not the other way around
Automate repetitive CRM tasks, reduce response times and ensure no lead falls through the cracks.
About CRM Automation
We automate time-consuming manual processes in your CRM system. Lead qualification, follow-ups, data enrichment, pipeline management and reporting run automatically. Your sales teams focus on what matters: selling and building relationships.
Your Benefits
80% Time Savings
Manual data maintenance, follow-up reminders and status updates run automatically. Your team saves several hours daily.
No Lead Forgotten
Automatic follow-ups ensure every lead is contacted at the right time - even when your team is busy.
Higher Conversion Rate
Faster response times and systematic follow-up demonstrably lead to more closed deals.
Real-time Transparency
Automatic reports and dashboards show pipeline status, team performance and forecasts in real-time.
Our Approach
Process Mapping
We analyze your current sales processes and identify the biggest time wasters and bottlenecks.
Automation Design
Design intelligent workflows: lead routing, automatic email sequences, task creation and data enrichment.
Integration & Testing
Implementation of automations, integration with existing tools and comprehensive testing with real data.
Implementation
Discovery & Audit
Analysis of your current CRM usage, sales team interviews, identification of quick wins and priorities.
Workflow Development
Creation of automatic workflows for lead routing, follow-ups, data enrichment and pipeline management.
Integration & Setup
Connection to email, calendar, telephony and other tools. Setup of triggers and conditions.
Testing, Training & Go-Live
Testing with real leads, team training, gradual rollout and optimization based on feedback.
Use Cases
Lead Qualification
Automatic scoring, assignment to the right employee and immediate notification for hot leads.
Follow-Up Sequences
Automatic email sequences based on lead status, behavior and predefined timings.
Data Enrichment
Automatic enrichment of lead data with company information, social media profiles and contact details.
Smart Reminders
Intelligent reminders for follow-ups, contract closures, renewals and important milestones.
Why CRM Automation?
CRM-Agnostic
We work with Salesforce, HubSpot, Pipedrive, Microsoft Dynamics and all common CRM systems.
Fast Implementation
First automations often run after just 2 weeks. Quick wins for immediate time savings.
No Coding Required
Your team can later adjust workflows themselves - without having to learn programming.
Measurable Results
We track time-to-lead, response rate, conversion rate and other KPIs for continuous optimization.
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