Automation & CRM Infrastructure
Stop wasting time on repetitive tasks. We build automation and CRM infrastructure that eliminates manual work, reduces errors, and lets your team focus on high-value activities that actually grow revenue.
What We Automate
Automation Infrastructure transforms your operations by removing manual handoffs, data entry, and repetitive tasks—freeing your team to focus on strategy, relationships, and growth.
Sales Automation
Transform your sales operation
- Lead Management - Capture, routing, scoring, duplicate detection
- Follow-Up & Engagement - Email sequences, meeting scheduling, reminders
- Deal & Pipeline Management - Stage progression, decay alerts, forecasting
- Proposal & Contract - Auto-generation, e-signatures, approval routing
- Activity & Data Logging - Email/calendar sync, call logging, notes storage
Marketing Automation
Scale your marketing machine
- Email Marketing & Nurture - Welcome series, drip campaigns, re-engagement
- Lead Scoring & Qualification - Behavioral scoring, MQL flagging, triggers
- Campaign Tracking - Multi-touch attribution, ROI calculation, source tracking
- Social Media Automation - Scheduling, listening, engagement tracking
Operations Automation
Streamline internal processes
- Data Management - Enrichment, validation, cross-platform sync, cleanup
- File & Document Management - Auto-filing, generation, version control
- Reporting & Analytics - Daily summaries, weekly reports, dashboards
- Workflow Approvals - Discounts, contracts, budgets, expenses
Customer Success Automation
Retain and expand accounts
- Onboarding Automation - Welcome sequences, task assignment, training delivery
- Health Monitoring - Usage tracking, NPS surveys, churn risk scoring
- Renewal & Expansion - Reminder workflows, auto-quotes, upsell alerts
CRM Systems We Implement
Salesforce
Best For: Enterprise companies, complex sales processes
- Custom object and field configuration
- Sales Cloud and Service Cloud implementation
- Marketing Cloud integration
- Workflow and Process Builder automation
- AppExchange app selection and setup
HubSpot
Best For: Mid-market B2B, inbound-focused companies
- Marketing Hub setup (email, landing pages, workflows)
- Sales Hub configuration (pipeline, sequences, templates)
- Service Hub implementation (tickets, knowledge base)
- Custom properties and pipeline design
- Integration with 1,000+ apps
Pipedrive
Best For: SMB sales teams, simple and visual pipelines
- Pipeline and stage configuration
- Deal and contact custom fields
- Activity-based selling setup
- Email integration and templates
- Workflow automation
Custom Solutions
Best For: Unique business models, specific industry needs
- Requirements gathering and design
- Platform selection (Airtable, Monday.com, custom)
- Database architecture
- User interface design
- Training and documentation
Automation Tools We Master
Workflow Automation
- Zapier - Connect 5,000+ apps
- Make (Integromat) - Advanced multi-step workflows
- N8N - Self-hosted, custom automation
- Power Automate - Microsoft ecosystem
Document & Proposals
- PandaDoc - Proposals and e-signatures
- DocuSign - Contract signing workflows
- Proposify - Sales proposal automation
Data & Enrichment
- Clearbit - Real-time data enrichment
- ZoomInfo - B2B contact data
- Clay - Data enrichment workflows
Scheduling
- Calendly - Self-service scheduling
- Chili Piper - Revenue acceleration
- HubSpot Meetings - CRM integrated
Our Automation Process
Process Audit
- Map current workflows
- Document manual tasks
- Calculate time spent
- Prioritize by ROI
System Design
- Select automation tools
- Design workflow logic
- Create integration map
- Define success metrics
CRM Configuration
- CRM setup and customization
- User roles and permissions
- Pipeline configuration
- Email and calendar integration
Automation Build
- Create workflows
- Build email sequences
- Set up routing rules
- Configure scoring
Integration
- API connections
- Data mapping and sync
- Historical data migration
- Integration testing
Training & Launch
- Admin and user training
- Documentation and SOPs
- Go-live support
- Initial optimization
Time Savings & ROI
Sales Reps
10-20 hours/week
50% more selling time
Sales Managers
5-10 hours/week
Coaching instead of reporting
Marketing Team
15-30 hours/week
Strategy instead of execution
Operations
20-40 hours/week
Analysis instead of data entry
Customer Success
10-15 hours/week
Proactive instead of reactive
Typical ROI
Payback Period
Year 1 ROI
Reduction in data entry errors
5-Year Value
Common Automations We Build
Lead Capture & Routing
Web form → CRM → Auto-enriched → Scored → Routed to rep → Welcome email → Task created
New Deal Management
Deal created → Auto-populate data → Assign tasks → Send intro sequence → Update forecast
Customer Onboarding
Deal won → CS account created → Welcome email → Onboarding tasks → Kickoff scheduled
Lost Deal Recovery
Deal lost → Survey sent → Wait 6 months → Re-engagement sequence → Assign if engaged
Investment
Starter Package
$5,000 - $10,000
Best for: 2-10 person teams
- CRM setup (HubSpot Free, Pipedrive)
- 5-10 basic automations
- 2-5 tool integrations
- Basic training
Growth Package
$15,000 - $30,000
Best for: 10-50 person teams
- Advanced CRM (HubSpot Pro, Salesforce)
- 20-30 complex workflows
- 5-10 tool integrations
- Custom dashboards
- Comprehensive training
Enterprise Package
$40,000 - $100,000+
Best for: 50+ person organizations
- Full Salesforce implementation
- Unlimited automation workflows
- 10-20+ integrations
- Custom development and APIs
- Data migration
- Change management
Monthly Maintenance
$500 - $5,000/month for ongoing support, optimization, and new automations
Who This Is For
Team Size
5-100+ employees
Current State
Manual processes, disconnected tools, data silos
Pain Points
Lost leads, missed follow-ups, reporting takes days, can't scale
Ready For
Systematic improvement, technology investment, process discipline
Ready to Eliminate Manual Work?
Stop doing what software can do for you. Build automation infrastructure that scales.