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.
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
Workflows 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?+
Yes. Workflows, documentation, and runbooks are handed over in your accounts or infrastructure unless you explicitly choose a managed retainer.
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.