CRM & email workflows
Your CRM should update itself. We automate stage changes, task creation, handoffs between team members and the routine emails that go with them, and we can sort your shared inbox so the right person sees each message.
What it does
- Stage-based tasks and reminders
- Templated emails triggered by real events
- Shared inbox triage and labeling
- Duplicate clean-up and data hygiene rules
- Handoffs between sales, operations and billing
What it won't do
- Bulk emailing lists that haven't opted in
- Replacing your CRM without a strong reason
Every build runs in your own accounts and comes with written documentation.
Questions
Do we need a new CRM?
Usually not. We start with what you have and only suggest a change if it's genuinely blocking you.
How much does it cost?
We quote each project in writing after a free call. See packages for how engagements are structured.
Tell us what eats your week
Book a free 30-minute automation call. We'll ask how the work happens today, tell you honestly whether automation helps, and send a written quote if it does.