CRM automation that keeps your customer records complete — without anyone typing
A CRM is only useful if it's up to date, and keeping it up to date is exactly the job nobody has time for. We automate the capture, logging and follow-through, so every contact, conversation and next step lands in your CRM by itself — whether that's HubSpot, Zoho, Pipedrive or a well-organised Google Sheet.
Signs your CRM needs automating
Half the contacts are missing
Enquiries from WhatsApp, calls or email never make it into the CRM.
Stages are out of date
The pipeline says 'new' for customers you closed weeks ago.
Notes live elsewhere
The real history of a customer is in someone's chat or inbox, not the record.
Follow-ups are forgotten
Nobody is reminded when a deal goes quiet, so it quietly dies.
CRM automations we build
Automatic contact capture
Every form, WhatsApp chat, email and missed call creates or updates a contact — with duplicates merged.
Activity logging
Messages, calls and emails attached to the right record automatically, with an AI summary on top.
Pipeline updates
Deals move stage when something real happens: a quote is sent, a payment arrives, a form is signed.
Tasks and reminders
Follow-up tasks created and assigned when a deal stalls, with a reminder before it goes cold.
Data clean-up
Phone numbers formatted, missing fields filled from other sources, junk entries flagged.
Reports and dashboards
Pipeline, response times and sources summarised and sent to you on a schedule.
How CRM automation works, step by step
- 01
Audit your current records
We check what's in the CRM today, what's missing, and where customer information actually lives.
- 02
Define the pipeline
Clear stages and the real events that should move a deal from one to the next.
- 03
Connect the sources
Forms, WhatsApp, email, calendar and payments feed the CRM automatically.
- 04
Automate the follow-through
Tasks, reminders and reports are triggered by what happens in the CRM.
What it looks like in practice
WhatsApp to CRM
- 1Customer messages on WhatsApp
- 2Contact created or matched
- 3Conversation summary logged
- Deal opened at the right stage
Stalled deal
- 1No reply for five days after a quote
- 2Follow-up task created for the owner
- 3Drafted message ready to send
- Deal flagged in the weekly report
Payment received
- 1Payment confirmed by your gateway
- 2Deal marked won
- 3Onboarding sequence started
- Invoice filed against the customer
Illustrative workflows — every system is built around your own process.
Works with the tools you already use
- HubSpot
- Zoho CRM
- Pipedrive
- Salesforce
- Google Sheets
- WhatsApp Business API
- Gmail / Outlook
- Razorpay / Stripe
- n8n
Anything with an API or webhook can usually be connected. We confirm what's possible for your setup in the free audit.
A good fit if you are…
- Sales teams whose CRM is always behind
- Businesses running customers out of spreadsheets
- Owners who can't see the pipeline without asking
Industry guides: Real estate · Professional services
Your CRM should be a by-product of the work, not extra work
Most CRM projects fail for one reason: they ask busy people to do data entry. We flip that. The system watches the places where work already happens — your inbox, WhatsApp, forms, calendar and invoices — and updates the CRM from there.
If you don't have a CRM yet, we'll recommend the simplest one that fits, set it up on an account you own, and import what you already have. If you do, we work inside it rather than replacing it.
- Works with HubSpot, Zoho, Pipedrive, Salesforce or a Google Sheet
- No double entry for your team
- Duplicates merged, data kept clean
- Your account, your data
From free audit to a system that runs itself
- 01
Free audit
You tell us what your team does by hand. We map where the hours and the missed money go — free, and you keep the findings.
- 02
Plan and fixed quote
We design the system around how you already work and give you a fixed price before anything is built. No hourly billing.
- 03
Build and connect
We build the automation, connect it to the tools you already use, and test it with real examples from your business.
- 04
Launch and tune
We switch it on with your team, watch how it runs, and adjust it until it works the way your business actually works.
Want to see it running? Try the live demo or estimate what manual work costs you.
Questions about CRM automation
Do I need to replace my CRM?
No. We automate the CRM you already use. If you don't have one, we'll suggest the simplest option that fits — sometimes that's a well-structured Google Sheet.
Which CRMs do you work with?
HubSpot, Zoho, Pipedrive and Salesforce are common, and most CRMs with an API can be connected. We confirm what's possible for your setup in the free audit.
What about the data we already have?
We clean and import it: duplicates merged, numbers formatted, records linked. You keep everything.
Will my team still need to update the CRM?
Much less. Routine updates happen automatically; your team adds the things only a person knows, like the outcome of a meeting.
Find out what's worth automating in your business
Tell us what your team does by hand. We'll map what can be automated and give you a fixed quote — free. If the audit finds nothing worth automating, we'll tell you straight.