CRM automation services: keep every lead in one clean system

CRM setup and automation

• CRM setup services: structure your pipeline, properties and lead statuses so reporting actually works
• HubSpot automation: create and update contacts, set lead status and route leads automatically
• Duplicate prevention: search by email first, update the existing contact instead of creating another
• Google Sheets CRM automation: a lightweight option for small teams that are not ready for a full CRM
• Sales pipeline automation: alerts and handoffs when a lead is qualified or an enquiry arrives

Connect every source of leads

Website forms, booking tools, ecommerce orders and email can all feed the same CRM. We connect them so your data is complete and consistent. See the n8n CRM automation template for lead capture, or our wider lead generation automation services.

Clean data, reliable workflows

Automation that writes bad data into a CRM creates more work, not less. Our workflows validate and clean every record before it is saved, log failures with the full raw data, and alert your team when something goes wrong.

How a CRM automation project works

1. Book a free strategy call and show us how leads move today.
2. We design the workflow and agree scope and price in writing.
3. A 33% deposit starts the build and we test success and failure paths.
4. You go live and the remaining 67% is due on delivery.

CRM automation pricing

Custom CRM automation starts from $1,200 setup, with an optional monthly retainer. HubSpot has a free CRM tier, so many small teams pay nothing for the CRM itself. A ready-made workflow template from $59.99 is a cheaper way to begin.

Frequently asked questions

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