CRM Automation

    CRM automation for SMB sales and operations teams

    Keep leads, contacts, deals, handoffs, and reporting clean without asking people to become full-time CRM administrators.

    or email max@vasthavm.com

    Target customer

    Sales-led SMBs using HubSpot, Pipedrive, Salesforce, spreadsheets, forms, inboxes, or finance/support systems that need cleaner flow between tools.

    Pricing indication

    Audit from 9,500 SEK; sprint 25,000-60,000 SEK ex VAT

    Exact pricing depends on integrations, data quality, risk, scope, and ownership requirements.

    Pain points

    • Leads are not routed fast enough
    • CRM fields go stale
    • Sales handoffs rely on memory
    • Reports require exports and cleanup

    What Max can build

    • Lead enrichment and routing
    • Duplicate cleanup
    • Deal stage automation
    • Quote/proposal handoffs
    • CRM to finance/support sync

    Deliverables

    • Workflow map
    • Automation implementation
    • Field and ownership documentation
    • Alerts for exceptions
    • Handover and admin notes

    Process

    • Audit CRM flow
    • Prioritize highest-friction handoff
    • Build and dry-run
    • Launch with owner training

    FAQ

    Which CRMs can you work with?+
    Common fits include HubSpot, Pipedrive, Salesforce, and custom CRM-like data in Sheets, Airtable, or databases.
    Can you fix messy CRM data?+
    Yes, if the business rules are clear enough. The audit identifies what can be cleaned automatically and what needs human review.
    Do we own the workflows?+
    You choose. Managed Automation runs on VasthavM infrastructure with monitoring and monthly support. Owned Handover deploys into your environment with documentation so your team operates it.
    n8n vs Make vs Zapier?+
    n8n is best when ownership, self-hosting, and control matter. Make is strong for fast cloud workflows. Zapier is useful for simple automations but often becomes limiting or expensive at scale.
    How is GDPR and security handled?+
    The audit identifies personal data, processors, access patterns, retention, and model-provider choices before build. Sensitive flows get least-privilege access and human approval where needed.

    Related practices

    Automation Audit
    Claude for Small Business
    n8n Automation

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