CRM Automations
These are just some examples of the CRM automations we build. Every business operates differently, so our automations are fully tailored to your unique sales, service, and marketing workflows and can run on events or on a schedule.
Sales & Process Integration Automation
CRM to Billing/ERP Sync (Quote-to-Cash)
Automatically sync accepted CRM quotes into your ERP or billing system to generate orders and invoices without re-entry.
Auto-Create Tasks in Teams or Support Tools
When a deal hits a defined stage, create tasks in project management or support platforms (e.g., Slack, Asana) for cross-functional follow-up.
Customer Data Sync Across Systems
Keep customer data consistent between CRM, accounting, and support systems in real time so everyone has up-to-date info.
Analytics & Workflow Optimization Automation
Pipeline Health Monitoring & Alerts
Continuously monitor pipeline metrics and send alerts for bottlenecks (e.g., stalled deals over X days).
Automated Performance Reports
Generate and distribute daily/weekly sales performance reports without manual effort.
Predictive Churn & Renewal Triggers
Using engagement & purchase data, automatically flag accounts approaching risk or renewal windows so teams can act proactively.
Lead & Opportunity Management Automation
Automated Lead Scoring & Priority Routing
Assign scores based on behaviours, demographics, and engagement, then automatically route high-value leads to the right sales rep.
Uncontacted Lead Follow-up Trigger
Detect leads that haven’t been contacted within X hours and automatically send a reminder or follow-up email/SMS.
Opportunity Stage Advancement
When a qualifying event occurs (e.g., proposal sent, product demo completed), automatically move the deal to the next pipeline stage and notify stakeholders.
Customer Engagement & Communication Automation
Welcome & Onboarding Messaging
Send personalised welcome emails or SMS to new contacts immediately when they enter the CRM.
Re-engagement Campaigns for Inactive Contacts
Trigger automated messages to customers who haven’t interacted in a set period to rekindle interest and drive action.
Survey & Feedback Triggers After Interaction
After key events (purchase, service request, deadline), automatically send satisfaction surveys for continuous improvement.