CRM Automation.
We take the CRM you already have and make it earn its keep — leads enriched and routed automatically, follow-ups triggered without anyone remembering, and reporting that tells you which channels are actually producing revenue. Less data entry, fewer dropped leads, clearer pipeline.
Outcomes, not deliverables.
Triggers follow-ups your team forgets
Sequence-driven follow-ups by email and SMS, with rules that pause, escalate, or close out based on real signals.
Reports on what's actually working
Weekly reporting that ties leads to revenue, so you can stop spending on channels that don't convert.
A quiet, repeatable engagement.
Same shape every time, tuned to this service. You always know what comes next and what it costs.
01
Audit
We pull your current CRM, look at the last 90 days of leads, and find where they're stalling or being dropped.
02
Design
We design the routing rules, follow-up sequences, and reporting your team will actually use day-to-day.
03
Build
We configure the CRM, build the integrations, and run a side-by-side pilot before flipping the switch.
04
Coach
We train your team on the new flow and review the reporting with you for the first 60 days.
01
Audit
We pull your current CRM, look at the last 90 days of leads, and find where they're stalling or being dropped.
02
Design
We design the routing rules, follow-up sequences, and reporting your team will actually use day-to-day.
03
Build
We configure the CRM, build the integrations, and run a side-by-side pilot before flipping the switch.
04
Coach
We train your team on the new flow and review the reporting with you for the first 60 days.
Honest pricing, scoped in discovery.
Engagements typically start at $5,000
A focused build (lead routing + two follow-up sequences + reporting) starts around $5,000. Larger programs with multi-team routing, custom objects, or bidirectional sync to other systems run $10,000–$20,000. CRM license costs are not included.
All pricing is illustrative — actual scope is set in discovery.
The questions we actually get asked.
If yours isn't here, ask it on the call. We'd rather answer in person than guess on a page.
Which CRMs do you work with?
HubSpot, Salesforce, Pipedrive, Close, GoHighLevel, Zoho. If you're on something else we'll tell you whether we can help — usually we can.
We don't have a CRM yet. Where do we start?
We help you pick one fit-for-size in discovery. The wrong CRM costs more than no CRM. We won't oversell you on enterprise tooling you don't need.
Can you write the follow-up copy too?
Yes. We bring templates that work, then tune the voice with you. Sales copy that sounds like a real person outperforms 'just checking in' every time.
How is this different from hiring a HubSpot consultant?
It overlaps. The difference is we look across your whole funnel — site, ads, CRM, and the AI layer that ties them — rather than only the platform you're paying for.
What about data privacy?
We work within your existing CRM's data residency and only build integrations you approve. We sign DPAs and don't move your customer data to third parties without explicit sign-off.
See if crm automation is right for you.
A 20-minute call. We'll look at your operations, tell you whether this fits, and what it would actually take. No pitch deck.