Discovery

We review your current CRM setup and processes — what's working, what's manual, what falls through cracks. This identifies automation priorities.

CRM Platform

We work with major CRM platforms including Dynamics 365, Salesforce, HubSpot, and others. Approach varies by platform capabilities.

Design

We design automations that fit your sales process and team structure. Cookie-cutter automation rarely works — your process is yours.

Build and Test

We build within your CRM or using Power Automate for integration, test with real scenarios, and refine based on your feedback.

Adoption

Automation only works if your team uses the CRM properly. We consider adoption as part of the design — automation that relies on behaviour that won't happen is useless.

Pricing

Fixed pricing based on complexity. Simple lead routing differs from complex multi-system integration. We scope accurately.

This Service Is For

• Sales teams whose CRM feels like a burden
• Organisations with manual follow-up processes
• Teams with data spread across multiple systems
• Anyone who knows their CRM could do more

Common Automation Candidates

• Lead assignment done manually or by rotation
• Follow-ups tracked in spreadsheets or heads
• Data entered in CRM and then again elsewhere
• Reports compiled manually each week/month
• Renewal tracking via calendar reminders

Signs Your CRM Needs Automation

• Salespeople see CRM as admin overhead, not helpful tool
• Leads assigned unevenly or slowly
• Follow-ups missed because nothing prompts them
• Data quality issues from inconsistent entry
• Reporting takes hours to compile

Outcomes

• CRM that supports sales instead of burdening them
• No leads falling through cracks
• Consistent follow-up without relying on memory
• Clean, reliable data for decisions
• Time back for selling instead of admin