CRM automation
Records, stages, tasks and reminders that update themselves as deals move.
- Engagement
- Fixed-scope build on your existing CRM
- Typical timeline
- 3–4 weeks
- Starts with
- A read-only export of your CRM, so we can measure how bad the data actually is.
A large share of the contacts in your CRM are duplicates, blank, or last touched two years ago. Your reps stopped trusting it, so the real pipeline now lives in their heads and in a spreadsheet.
A CRM your team trusts because it is never stale.
What we build
Concrete artefacts, handed over and documented.
Deduplication and merge rules, run once across the existing database and then continuously on every new record
A field-level write policy: which system is allowed to set which field, so the website, the billing system and a rep stop overwriting each other
Automatic record maintenance, owner assignment, lifecycle stage, activity logging, tasks created on the events that matter
A data-quality view showing what is incomplete this week and who is responsible for it
What changes
Reporting runs straight from the CRM, with no export and no cleanup first
Reps stop typing what the system already knows, typically a few hours back per person per week
One customer’s history stops being split across three records
How it runs
01Audit the database
We profile every field for fill rate, duplication and staleness, and identify which system last wrote to each one.
02Rules and clean-up
Merge rules agreed, then run on a copy. You approve the merge report before anything touches live data.
03Automate maintenance
Ongoing writes, assignment and stage logic, plus the weekly data-quality view.
Chosen per project. Named here so you can see the shape of it.
- HubSpot
- Salesforce
- n8n
- Postgres
Questions we get asked
Tell us the outcome, not the tooling.
Send us the situation you are in. We will tell you which discipline it belongs to, what we would do first and what it costs, including when the answer is to wait.