Pain points
- Inbound enquiries get missed or answered late
- CRM records are incomplete from the start
- Lead ownership is unclear
- Follow-up quality depends on who is online
Lead-to-CRM Capture
Lead-to-CRM Capture for Swedish SMBs
A fixed-price 10-business-day automation that makes every inbound enquiry visible, enriched, assigned, and ready for fast follow-up.
Target customer
Sales-led SMBs where leads arrive through forms, email, LinkedIn, DMs, or shared inboxes and too much revenue depends on someone noticing the message in time.
Pricing indication
19,500 SEK ex VAT
Fixed build fee. Live in 10 business days or no build fee; ongoing monitoring can be added through Managed Automation.
What Max can build
- Form, email, and DM capture
- Intent and urgency classification
- Company enrichment and CRM creation
- Owner assignment and alerting
- First follow-up draft
Deliverables
- Lead intake workflow
- CRM field mapping
- Enrichment and assignment rules
- Follow-up draft template
- Monitoring notes and handover
Process
- Confirm lead sources and CRM fields
- Build capture and enrichment flow
- Dry-run with real enquiries
- Launch within 10 business days
FAQ
- Typical sources are website forms, shared inboxes, sales email, LinkedIn/DM exports, chat messages, or partner referral forms.
- Common fits include HubSpot, Pipedrive, Salesforce, Attio, Airtable, Sheets, or a custom CRM-like database if it has an API or stable import path.
- If the agreed source-to-CRM workflow is not live within 10 business days after access and scope are complete, the build fee is not charged.
- 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 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.
- 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.
- Do not use an agent when deterministic rules are enough, the data is too poor to evaluate, the action is high risk without approval, or nobody can own the process after launch.
What counts as a lead source?+
Which CRM can this connect to?+
What does the guarantee mean?+
Do we own the workflows?+
n8n vs Make vs Zapier?+
How is GDPR and security handled?+
When should we not use an AI agent?+
Related practices