CRM Automation

A CRM that updates itself

Every lead from your website, WhatsApp, ads and email lands in your CRM automatically, with follow ups scheduled and deals moving forward without manual admin.

  • Part ofBusiness Automations
  • Starting priceFrom R7 500 setup
  • CoverageNationwide

What is included

Everything you need

A

Lead capture

Website, WhatsApp, Facebook and Google Ads leads in one place.

B

Deal stages

Deals move automatically based on activity.

C

Follow up sequences

Emails and WhatsApp messages on schedule.

D

Task creation

Salespeople get the next action, not a spreadsheet.

E

Clean data

Duplicates merged and fields standardised.

F

Sales reports

Weekly pipeline summaries to owners.

Who it is for

Made for

  • Sales teams living in spreadsheets
  • Businesses with leads on many channels
  • Owners without pipeline visibility
  • Teams that bought a CRM nobody uses

FAQ

CRM Automation questions

Which CRMs do you work with?

HubSpot, Zoho, Pipedrive, Salesforce and custom CRMs with an API.

Can you set up a CRM from scratch?

Yes. We recommend, configure and automate the right CRM for your size.

Will my team need training?

We include a short training session and simple guides.

Related

Also from business automations

Start a project

Let's talk about crm automation

Tell us what you need. You’ll get a clear, fixed quote within one business day.