CRM automation
A CRM that keeps itself current, so your team can focus on customers. A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
What it does
- Typical time saved
- 4–8 hours a week
- Time to launch
- 2–4 weeks
- Available on
- Every plan
A CRM is most valuable when it’s always current. We map your pipeline to how your team actually sells, then automate everything around it: contacts created from forms and calls, tasks assigned on stage changes, follow-ups scheduled, duplicates merged, and next steps triggered without anyone clicking a thing.
What’s included
- Pipeline design that matches how you sell
- Automatic contact and deal creation
- Stage-based tasks and messages
- Nightly de-duplication and data checks
- Team training and a one-page playbook
Works with
If you already use it, we connect to it.
- HubSpot
- GoHighLevel
- Pipedrive
- Zoho CRM
- Salesforce
What it won’t do
We automate around your process; we don’t force a new one on you. If a step needs a person’s judgment, it becomes a task, not an automation.
CRM automation by industry
How this service works for your kind of business.
- Dental practices
- Law firms
- Real estate agents and teams
- HVAC companies
- Plumbing companies
- Roofing contractors
- Med spas
- Gyms and fitness studios
- Accounting and bookkeeping firms
- Insurance agencies
- Restaurants
- Auto repair shops
- Hair and beauty salons
- Property management companies
- Chiropractic clinics
- Veterinary clinics
- E-commerce brands
- Marketing agencies
- General contractors and remodelers
- Cleaning services
Related playbooks
Five-minute lead response
Be the first business to reply, every time, with a helpful, personal response in under a minute.
Customer comeback campaigns
Reconnect with the customers who already love you, with personal messages that bring them back.
Questions
We don’t have a CRM. Is that a problem?
No. We’ll recommend one that fits your size and budget, set it up, and import your existing contacts and spreadsheets.
Can you fix the CRM we already have?
Usually yes. Most rebuilds start with cleaning the data and simplifying the pipeline before any automation goes on top.
Who owns the CRM account?
You do. Every account is in your name, and we work with delegated access you can remove at any time.
Other services
Super Intelligence (SI) chatbots
Website, text and social chat that answers questions, qualifies leads and books appointments around the clock.
SI receptionist
A voice agent that answers when your team is busy, books appointments, and follows up by text in seconds.
Lead follow-up
Instant, personal replies and well-timed follow-up for every lead from every source.
Appointment booking and reminders
Online booking, smart reminders, intake forms and waitlist refills that keep your calendar full.
Workflow automation
Your tools connected and automated end to end, with SI steps that read, sort and draft.
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.