CRM Automation
A CRM that updates itself - so your pipeline stays honest.
We clean, connect, and automate your CRM so leads move, owners get notified, and reporting stops lying. HubSpot, Salesforce, Pipedrive, or custom - with workflows, enrichment, and bidirectional sync to the tools your team already uses.
What you get
- Pipeline and lifecycle redesign
- Automation workflows and alerts
- Enrichment and dedupe rules
- Dashboards for funnel health
Where it fits
- Lead routing and SLA alerts
- Deal stage automation
- Marketing to sales handoff
- Customer success playbooks in CRM
How we ship it
Audit the mess
Fields, stages, ownership rules, and where deals die.
Simplify the model
Only the fields and stages people will actually use.
Automate the glue
Routing, sequences, Slack alerts, and sync jobs.
Train and lock in
Playbooks so the CRM does not rot again.
Questions we get
Do we need to migrate CRMs?
Usually no. We fix what you have first. Migration only if it is clearly broken.
Will sales adopt it?
We design around how they already work and cut fields they ignore.
Related services
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Internal platforms with login, permissions, and an audit trail your security team can live with.
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Outbound and lifecycle email that reads personal, not mass-blast.
Tell me moreNext step
Want this built for your stack?
Tell us what you are running today and what a win looks like. We will come back with a clear path - timeline, scope, and whether we are the right fit.
Talk to Yanovix