CRM & Workflow Automation

A CRM That Runs Your Process For You

We set up and automate your CRM so leads get followed up, deals move forward, and nothing falls through the cracks — without your team manually updating a single field.

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CRM Setup & Migration Custom Workflow Automation Sales & Ops Alignment
CRM & Workflow Automation
What We Set Up

Your Pipeline, Running Itself

A CRM is only as good as the automation behind it. We configure your CRM — HubSpot, Salesforce, Pipedrive, GoHighLevel, or your platform of choice — with workflows that move leads, trigger follow-ups, and alert your team at exactly the right moment.

We also connect it to the rest of your stack, so form fills, calls, and support tickets all land in one place automatically.

  • CRM setup, cleanup & data migration
  • Automated lead routing and assignment
  • Follow-up sequences triggered by behavior
  • Deal-stage automation and pipeline alerts
  • Custom fields, tags & reporting dashboards
  • Integration with forms, email, and calling tools
  • Sales & marketing workflow alignment
  • Team training on the automated system

35%

Faster Deal Cycles, Avg.

0

Manually Missed Follow-Ups

50+

CRM Rollouts Delivered

2–3

Week Setup Timeline

Why It Matters

Stop Losing Deals to Manual Follow-Up

Most lost deals aren't lost on price — they're lost because nobody followed up on time. Automation fixes that.

Built Around Your Process

We map your actual sales process into the CRM, not a generic template that doesn't fit.

Nothing Falls Through

Automated alerts and follow-up triggers mean every lead gets touched at the right time.

Systems That Talk

Your CRM, forms, email, and calling tools sync automatically — no manual data entry.

Visibility for Leadership

Live dashboards show pipeline health and rep activity without chasing spreadsheets.

How It Works

From Messy Pipeline to Automated System

We clean up what exists, then build the automation layer on solid ground.

Process
Step 01

Pipeline & Process Audit

We review your current sales process and CRM setup to find gaps and manual bottlenecks.

Step 02

CRM Setup or Cleanup

Fields, stages, and data are structured properly — migrating and de-duplicating existing records.

Step 03

Workflow Automation Build

Lead routing, follow-up sequences, and stage-based triggers are built around your process.

Step 04

Integration

Forms, email, and call tools are connected so data flows into the CRM without manual entry.

Step 05

Training & Handover

Your team is trained on the new system, with documentation for anything they need later.

Pricing

Flexible Packages Built For Growth

All plans include data migration, workflow mapping, and full team training.

Starter
$1,299one-time

CRM setup and core automation for small sales teams.

Get Started
  • CRM Setup & Cleanup
  • Up to 3 Automated Workflows
  • Lead Routing Rules
  • Basic Reporting
  • 30-Day Support
Most Popular
Growth
$2,999one-time

Full pipeline automation connected to your marketing stack.

Get Started
  • Everything in Starter
  • Unlimited Workflows
  • Deal-Stage Automation
  • Form & Email Integration
  • Custom Dashboards
  • 60-Day Support
Enterprise
Custom

Multi-team CRM architecture with advanced reporting needs.

Get Started
  • Everything in Growth
  • Multi-Team Pipeline Structure
  • Advanced Attribution Reporting
  • Dedicated CRM Admin Support
  • Ongoing Optimization
  • Quarterly Reviews

Sales Teams Closing More, Chasing Less

★★★★★

“Follow-up used to depend on whoever remembered. Now it's automatic, and our close rate is up noticeably.”

Grace M.Sales Manager, Thornfield Group
★★★★★

“They untangled three years of messy CRM data and gave us a system that actually reflects how we sell.”

Victor A.Owner, Amplitude Roofing
★★★★★

“The automated alerts alone paid for the project — we stopped losing warm leads to inbox chaos.”

Hana S.Director, Prime Legal Partners

How Many Leads Are Slipping Through Right Now?

Get a free CRM review and see exactly where automation would save your pipeline.

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