Live demo · Automation
CRM Automation
Leads from every channel land in your CRM, get assigned and followed up automatically.
Try it: CRM Automation prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- Trigger, conditions, waits and actions
- Edit thresholds and turn steps on or off
- Test runs with a step-by-step log
- Human approval gates
Added in the full build for your business
- Real connections to your apps and APIs
- Retries, error alerts and monitoring
- Scheduling and webhooks
- Access controls and audit logs
Overview
What it does
Leads from every channel land in your CRM, get assigned and followed up automatically.
Who needs it
Sales teams and service businesses using (or starting) a CRM.
Problems it solves
- Leads typed into the CRM by hand
- Follow-ups depend on memory
- Duplicate and incomplete records
Use cases
- Leads from forms, WhatsApp and ads land in the CRM automatically.
- New leads are assigned and the owner is notified.
- Follow-up tasks are created after every enquiry.
Key features
- Capture from forms, WhatsApp, ads and email
- Deduplication and enrichment
- Owner assignment rules
- Follow-up tasks and reminders
- Stage-change notifications
Possible integrations
- Make, Zapier, n8n or custom code
- CRM and email platforms
- WhatsApp Business Platform
- Google Sheets, Airtable and databases
- Payment providers and accounting
- Calendars and booking tools
Business benefits
- Hours of copy-paste removed every week
- Faster response to every lead and customer
- Fewer mistakes, with logs and alerts when something fails
Before and after
An illustrative example of the change, not a specific client's result.
Before
Leads copied from five places into a spreadsheet.
After
Every lead appears in the CRM within seconds with an owner and a next step.
Related client work
Real projects from our portfolio with similar features.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does a CRM Automation do?
Leads from every channel land in your CRM, get assigned and followed up automatically. Typical features include capture from forms, whatsapp, ads and email, deduplication and enrichment, owner assignment rules.
Who is it for?
Sales teams and service businesses using (or starting) a CRM.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the automation and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
- Email WorkflowsWelcome, nurture, re-engagement and post-purchase emails that send themselves.
- Lead RoutingSend each lead to the right person instantly based on location, service or value.
- Appointment RemindersAutomatic confirmations and reminders by WhatsApp, SMS and email.
- Payment SynchronisationPayments from your gateway update orders, invoices and accounts automatically.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.