CRM Data Entry Automation
Eliminate manual CRM updates with automatic data capture
The problem
Leads slip through the cracks because follow-up depends on individual reps remembering to act. By the time someone reaches out, the prospect has already moved on.
Sales reps spend half their day on CRM updates and follow-up logistics
Pipeline moves automatically while reps focus entirely on closing deals
The solution
We build a custom crm data entry automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Map your sales process from first touch to close
- Identify manual steps that can be automated without losing the human touch
- Build automations for lead handling, follow-up, and pipeline management
- Deploy, train your sales team, and measure impact on close rates
Expected results
5-10 hours per week reclaimed for higher-value work
Immediate reduction in manual, repetitive tasks
Visible results within the first week of deployment
Industries that benefit
How we'd approach this
This is typically a Automate a Task engagement (1-2 weeks).
Single-purpose automations that solve one specific problem fast. Pick the task that's eating the most time, and we'll make it disappear.
Best for: Teams who want to test automation with low risk, or have one specific pain point that's driving them crazy.
What's included
- Working automation deployed in your environment
- Documentation and training
- 30 days of support
FAQ
1-2 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
30 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a Quick Win and expand as they see results. We design with future growth in mind.
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