Solutions · CRM automation
CRM automation, mapped before it is built
A CRM is only useful when it is current. We map your CRM workflow, scope an agent that keeps records up to date from conversations, and name in writing which system we connect and how.
What is CRM automation?
CRM automation uses software, increasingly AI, to keep customer records current without manual entry: logging conversations, updating stages and creating follow-up tasks. Which CRM it connects to and with which permissions is decided in the written scope.
What you get
Who it’s for
Teams whose CRM falls behind because entering data is manual.
- 01A map of your current CRM workflow, before and after
- 02An agent that logs conversations and updates records, as scoped
- 03Follow-up tasks created for your team
- 04A written scope that names the CRM and what we connect
- 05A runbook, and operation by us
What we map
Where records start
The channels that create contacts today.
What is entered by hand
The steps that fall behind.
What the agent updates
Stages, notes and tasks, as scoped.
What stays with a person
The decisions that need judgment.
Integration limits, stated up front
Whether a CRM can be connected the way you want depends on the vendor API and your plan. We check that first, and the scope states what is in and out.
We do not promise an integration we have not scoped.
How it works
A 30-minute call
We map the problem and decide together whether it is a product or a custom build. It is free.
A written scope
Nothing is built before both sides agree, in writing, on what done means. Custom work is quoted in writing.
Built, then operated
You see the work before launch. Every build arrives with a runbook, a recovery plan and a changelog, and we keep it running.
Pricing
The first call is free. Custom work is quoted in writing before anything starts. Pricing depends on scope and volume, and we quote it in writing.
Questions
- What is CRM automation?
- It keeps CRM records current from conversations without manual entry, and creates tasks for your team.
- Which CRMs do you connect to?
- That is decided per project. The written scope names the CRM and what we connect, after we check the vendor API and permissions.
- Can it replace my CRM?
- No. It works with the CRM you use.
- What does it cost?
- The first call is free. Custom work is quoted in writing before anything starts.
Bring us the problem
Book a free 30-minute call. We tell you whether a product already fits or whether it needs a custom build, and we put the scope in writing.