What CRM automation services cover
- Lead capture from every source. Website forms, ads, chat, email and marketplaces all create a contact in the CRM with the source recorded, so no lead lives only in someone’s inbox.
- Follow-up sequences. New leads get a reply in minutes and a planned series of emails, SMS or WhatsApp messages that stops as soon as they answer or book.
- Pipeline housekeeping. Deals move stage when the real event happens: a meeting is booked, a proposal is opened, an invoice is paid. Stale deals raise a task for the owner.
- Data clean-up. Duplicates are merged, phone numbers and names are put in one format and missing fields are filled from the conversation where possible.
- Sales reporting. A weekly summary shows new leads by source, response time and where deals are stuck, sent without anyone building a report.
Example: follow-up that does not depend on memory
A real estate agency had a CRM, but agents entered leads when they remembered and followed up when they had a quiet hour. Enquiries from the evening and weekend waited until the next working day.
Now every enquiry creates a contact automatically and gets a reply within minutes. A sequence of messages follows over the next two weeks, each with listings that match what the lead asked for. When the lead replies or books a viewing, the sequence stops and the agent gets a task with the full history.
For measured results from a client project, read the real estate lead follow-up case study.
CRMs we work with
We work most often in HubSpot, GoHighLevel and Pipedrive, and also in Zoho and Salesforce. Where the CRM’s own automation is enough, we use it. Where it runs out, for example when a step needs AI or a tool the CRM does not connect to, we add an n8n workflow alongside.
Is this right for you?
| A good fit when | Probably not worth it when |
|---|---|
| Leads arrive from more than one place | You have a handful of leads a month |
| Follow-up depends on someone remembering | You have not chosen a CRM yet (we can help you pick one first) |
| You cannot say which source brings paying customers | Your sales process is different for every deal |
How a project runs
- Trace a lead end to end (days 1–2). We follow real leads from first contact to sale and mark every point where someone has to remember to do something. Those points are what we automate.
- Build inside your CRM (days 3–5). We set up capture, sequences and pipeline rules in a test pipeline first, with your message wording, and run sample leads through them.
- Switch on and train the team (days 6–7). We move the automation to the live pipeline and show your team, in a 30-minute session, what now happens on its own and what they still do.
What it costs
One automation, such as lead capture with an instant reply, is $300–$500. A full set covering capture, follow-up sequences, pipeline rules and reporting falls in our Growth package at $800–$1,500 with 30 days of support.
Your CRM subscription and any SMS or WhatsApp message fees are billed to you by those providers.
See what each package includes on the AI automation pricing page, or book a free audit for a fixed quote.