Sales & CRM Automation
Automate the Revenue Work Your CRM Doesn't Do for You
Connect lead capture, qualification, routing, research, follow-up, proposals and CRM updates into one reliable workflow.
We run this system on ourselves. The qualification flow and scoring behind the call you are about to book is the same pattern we would build for you.
- Fixed scope
- Measurable ROI
- Human-in-the-loop
- Works with your existing stack
Trusted on complex technology delivery
Does any of this look familiar?
These are the symptoms we see before the numbers get measured.
- Leads wait hours or days before anyone responds
- Reps research accounts manually before every call
- CRM hygiene depends on people remembering to update records
- Follow-up happens when someone has time, not on a schedule
- Proposals are assembled by copying the last similar one
- Lost leads are never revisited
- Reporting requires exporting to a spreadsheet
What this process costs you today
Before anyone talks about technology, it is worth knowing the number you are trying to beat.
A worked example
Modelled estimate4 employees × 7 hours/week of repetitive processing = 1,456 hours/year.
At $60/hour loaded cost
$87,360
annual process cost
If automation removes
60%
of the manual effort
Recoverable capacity
$52,416
per year
Four revenue staff on admin rather than selling, before counting deals lost to slow response.
Now run it on your own volumes
Your current process
Assumptions
- Fully loaded hourly cost of revenue staff doing this work today
- Rework estimated at 1.5x the original handling time per mishandled lead
- Automatable share of 55–75% for routing, research, hygiene and follow-up
- Excludes revenue gained from faster response, which is usually the larger effect
Your estimated opportunity
Modelled estimate- Current estimated annual cost
- $120,960≈ 1.2 FTE of manual effort
- Potential automatable effort
- 55–75%
- Indicative payback
- 3 months
- Potential annual opportunity
- $66,528 – $90,720
Directional planning estimate based on your inputs — not a quote or a substitute for finance sign-off.
How we work
- 1
Map
Sit with the people doing the work and document the process as it actually runs — including the workarounds nobody wrote down.
- 2
Measure
Establish a baseline: volume, handling time, error and rework rate, and what the process costs you today.
- 3
Build
Redesign the workflow and build it against your real systems and data — not a mockup or a slide.
- 4
Validate
Test against edge cases, confirm exception handling and approval gates, and measure the result against the baseline.
- 5
Deploy
Move into production with monitoring, runbooks and training — or recommend against it if the numbers do not hold up.
Before and after
Speed to lead
Today
- Form submission lands in a shared inbox
- Someone notices it, eventually
- Rep researches the company manually
- Outreach hours or days later
Automated
- Submission scored and routed on arrival
- Account researched automatically before the rep sees it
- Rep contacted with a briefing already prepared
- Follow-up sequence scheduled and tracked
What we automate
- Lead routing and speed-to-lead
- Pre-call research and briefing
- Proposal generation
- CRM hygiene and enrichment
- Follow-up sequences
- Lost-lead recovery
- Renewal and expansion signals
What you receive
- Map of the revenue workflow from capture to close
- Baseline: response time, touches per deal, CRM completeness
- Automated routing, research and follow-up
- CRM records populated without manual entry
- Reporting that does not require an export
- Measured before-and-after on response time
What the numbers say
Every figure is labelled by where it comes from — measured customer results, industry benchmarks, modelled estimates, or commitments we make to you.
55–75%
Of revenue admin typically automatable
Minutes
Rather than days to first response
Self-hosted
We run this exact pattern on our own funnel
Fixed
Scope agreed before we start
Technology we build on
We are not tied to one platform. The right tool depends on the workflow, your existing stack, and what you can maintain.
How we keep it safe
Human approval gates
You decide which decisions an automation may make alone and which require a person. Thresholds are configured to your policy.
Exception handling
Anything ambiguous, incomplete or out of policy routes to a named owner with the reason attached — it does not fail silently.
Audit trail
Every action is logged: what ran, on what input, what it decided, and who approved it. Built for audit and incident review.
Least-privilege access
Automations connect through credentialed, scoped integrations you grant and can revoke. Your systems stay the system of record.
How engagements run
Each stage is a decision point. You only continue if the previous stage justified it.
Process Assessment
Map one process, quantify what it costs today, and get a fixed implementation recommendation.
Fixed fee, credited against a SprintStage 2Automation Sprint
Redesign and build the workflow, then prove whether the economics justify scaling it.
Fixed scope, fixed feeStage 3Production Implementation
Harden a validated workflow for real users, real data, security, monitoring and scale.
Scoped from the Sprint findingsStage 4Managed Automation
Keep automations reliable as systems, rules and volumes change.
Monthly retainerSales & CRM Automation FAQs
Assess your revenue workflow
We map the path from lead to close, measure where time and deals leak, and propose what to automate first.