CRM Automation (HubSpot, Salesforce, Pipedrive)

Overview

What we deliver

We design and build CRM automation that cleans data, removes manual work, and gives sales leaders accurate pipeline they can act on.

Our CRM automation service turns your CRM from a reporting burden into a productive workspace for sales. We audit your current setup, fix data quality issues, and build automation that handles the repetitive tasks reps avoid, from logging activity and updating stages to creating tasks and reminders. We work natively in HubSpot, Salesforce, and Pipedrive, so the workflows we build use the platform features your admins already understand. We also extend the CRM with custom integrations when needed, connecting it to your email, calendar, marketing tools, and finance systems. The outcome is a CRM that reflects reality, surfaces the next best action, and produces forecasts leaders can trust. Reps spend less time on data entry, managers spend less time chasing updates, and the business gets clearer visibility into pipeline health and revenue.

Fit Check

Built for teams like yours

Who it's for

Sales and RevOps leaders
Mid market and enterprise GTM teams
Marketing operations teams
Customer success leaders
Finance and forecasting teams

Pain points we solve

Dirty CRM data
Reps avoiding the CRM
Inaccurate pipeline reporting
Manual handoffs and data entry
Disconnected systems and duplicate records

What's included

Capabilities

Everything we cover in this engagement.

CRM audit and cleanup
Pipeline and stage design
Activity and task automation
Deduplication and data hygiene
Integration with marketing and finance tools
Forecasting and reporting builds
User adoption support
Admin training and documentation

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Audit

We review your CRM setup, data, and workflows with stakeholders.

02

Design

We design pipeline structure, automations, and reporting.

03

Build

We configure objects, workflows, and integrations.

04

Migrate

We clean, dedupe, and migrate data into the new structure.

05

Enable

We train users and document the system for ongoing use.

What you get

Deliverables & outcomes

What you get

CRM audit findings
Cleaned and deduped database
Configured workflows and automations
Custom dashboards and reports
Integrations with key systems
Admin and user documentation

Outcomes you can expect

Higher CRM adoption by reps
More accurate pipeline reporting
Less time spent on data entry
Faster handoffs across teams
Better forecasting accuracy

Timeline

4 to 8 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

HubSpot, Salesforce, Pipedrive, Zapier, Make

KPIs we track

CRM adoption rate, Data completeness, Forecast accuracy, Time saved per rep, Pipeline coverage

Client stories

What clients say

"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

Proof