Salesforce automation
For businesses already on Salesforce that need it to do less clicking and more selling.
What we automate
Category: CRM
- Lead capture and assignment rules
- Activity logging from email and calls
- Flow automations for stage changes
Services that use it
CRM automation
A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
Lead follow-up
Instant, personal replies and well-timed follow-up for every lead from every source.
Your account, your data
We work inside your own Salesforce account with access you can revoke at any time. Nothing is moved to accounts we control.
Related tools
See where your week goes
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.