A CRM that stays accurate without anyone maintaining it.
We automate the upkeep your CRM depends on — record creation, updates, enrichment, task generation and reporting — so the data your team relies on is always current.
- Typical timeline
- 2–4 weeks to live
- Engagement
- Fixed scope, phased
- Support
- Post-launch plans
Works with
- GoHighLevel
- HubSpot-compatible CRMs
- Salesforce-compatible CRMs
- Make
- n8n
- Airtable
A CRM is only as useful as its data. When updates are manual, records go stale, deals sit in the wrong stage, duplicates pile up, and reporting can't be trusted. Reps spend selling time on admin instead.
- Records are incomplete or out of date
- Deal stages don't reflect reality
- Duplicate and conflicting records
- Reps lose hours to data entry
We build automations that create and update records from every touchpoint, enrich them with external data, move deals through stages based on real activity, generate the right follow-up tasks, and keep reporting clean by deduplicating and validating as data comes in.
- Automatic record creation and updates from calls, forms and messages
- Enrichment and deduplication on entry
- Activity-based stage progression
- Automated task and reminder creation
Inside every CRM Automation engagement
Data capture
Turns calls, emails, forms and chats into structured CRM records automatically.
Enrichment & dedupe
Fills missing fields and merges duplicates so every record is complete and unique.
Stage & task automation
Advances deals and creates follow-up tasks based on what actually happened.
Reporting hygiene
Validates inputs and standardises values so dashboards can be trusted.
From first call to live in weeks, not quarters
Every phase has a defined output you can review before we move on.
- 01
Audit the CRM
We review your fields, pipelines, data quality and where updates currently break down.
- 02
Design the rules
We define how records should be created, updated, enriched and progressed.
- 03
Build and connect
We wire your phone, forms, email and messaging into the CRM through automations.
- 04
Clean and launch
We run a one-time cleanup of existing data, then switch on the ongoing automation.
Where teams put this to work
Post-call updates
Call outcomes, notes and next steps are written to the CRM without the rep touching it.
Lifecycle automation
Contacts move between lists and stages automatically as they engage or go quiet.
Reporting you can trust
Standardised, deduplicated data means forecasts and dashboards reflect reality.
Built on tools that hold up in production
We choose the stack for the job. Listing a tool here doesn't imply a partnership.
- GoHighLevel
- HubSpot-compatible CRMs
- Salesforce-compatible CRMs
- Make
- n8n
- Airtable
What changes after launch
- Always-current records without manual upkeep
- Reps spend time selling, not typing
- No more duplicates or conflicting data
- Pipeline that reflects real activity
- Reporting your leadership can rely on
CRM Automation — common questions
Can’t find what you need? Send us the details and we’ll answer directly.
Often built together
Ready to scope your CRM Automation project?
Tell us about the process you want to improve. We'll come back with an approach, a timeline and a cost — no obligation.