CRM automation
CRM automation that keeps leads from falling through
Leads go cold when follow-up depends on someone remembering to do it. We automate the CRM you already use so nothing waits on a person.
Most CRMs are only as good as the discipline of the person using them. We connect your CRM to the rest of your business — your website, inbox and calendar — so leads are captured, followed up and moved through your pipeline automatically.
What we automate in your CRM
Every stage a lead can quietly fall through, closed.
Automatic lead capture
From your website and forms straight into your CRM, with no manual re-entry.
Follow-up sequences
Fire automatically, without relying on someone remembering to send them.
Pipeline stage sync
Updates flow across the tools you use, so everyone sees the same picture.
Deal and task reminders
Surfaced where your team will actually see them, not buried in a dashboard.
Reporting dashboards
Built directly from your CRM data, updating automatically.
One-time setup
No extra CRM licence fees from us — you keep the CRM you already pay for.
How it works
Built inside the CRM you already have.
Discovery
We review your current pipeline and identify exactly where leads leak or stall.
Build
Automation built inside your existing CRM — no migration, no new software to learn.
Handover
Documented, tested against real leads, and fully owned by you.
Where we're at
Honest note on proof of work.
We're a young agency, and our public case studies so far are on the website side — see Pravasi.uk and Ladhawala.in. The same standard of execution applies to CRM automation projects. Ask us on a discovery call about the work we have in progress right now.
CRM Automation FAQs
Questions before you get in touch.
Which CRMs do you work with?
We work with whichever CRM you already use, connecting it to the rest of your business rather than asking you to switch.
Will this replace our CRM?
No — we automate the CRM you already have, so your team doesn't need to relearn a new system.
Can it integrate with our website and email?
Yes, that's typically the first thing we connect — capturing enquiries directly into your CRM without manual entry.
What if we already use Zapier or Make?
We can build on top of what you already have, or replace fragile existing automations with something more reliable.
Often paired with
CRM automation works well alongside these.
Ready when you are
Let's stop leads falling through the gaps.
One conversation is usually enough to know whether automation makes sense for you. No pressure, no obligation.
Book a free discovery call→