Business Automation · CRM & Business Automation
Reduce the work between “interested” and “done.”
We map how information moves through your sales and operations processes, then design CRM and automation workflows around the way your team actually works.
Useful when
Leads are missed, the same information is re-entered, handoffs depend on messages, reporting is fragmented or follow-up relies on memory.
What we need from you
- Admin or API access to your CRM and form tools
- Your current stages, owners and handoff rules
- Sample (anonymised) records to test against
- Someone who can approve the routing logic
How it works
One enquiry, routed and logged
Each step has an owner and a log entry, and the workflow has a planned path for when something fails.
Form
Structured fields arrive from the website
Deduplicate
Match an existing contact before creating one
Assign owner
Rules route by service, market or workload
Next action
A task or follow-up with a due date
Logged outcome
Status and reason recorded for reporting
Exception path
API error or missing data
Retried, then flagged to a person with the original data kept
Example workflows
Typical automations we design and build. Each one is mapped with your team first, so the automated version matches how work really happens.
Form to CRM
Website and campaign enquiries land in the CRM with the right fields, source and consent — no copy-paste.
Lead assignment
Rules route each lead to the right person or team by service, market or size, with a fallback queue.
Duplicate handling
Existing contacts are matched and updated instead of creating a second record.
Sales-stage changes
Moving a deal triggers the next step: a task, a notification or a document request.
Follow-up reminders
Tasks and reminders are created when nobody has responded within an agreed time.
Management reporting
A simple dashboard of pipeline, response times and sources, from data you can trust.
What's included
- Workflow mapping with the people who do the work
- CRM pipeline and field design
- Integration discovery: APIs, plans and limits
- Data mapping between systems
- Lead assignment and notification rules
- Error handling, retries and alerts
- Permissions and access review
- Logging so issues can be traced
- Operational dashboards
- Documentation, training and ownership handover
Not included by default
- CRM licence costs
- Bulk cleaning of historical data, unless scoped
- Integrations the vendor's API or plan doesn't allow
How we approach it
- 1Map
- 2Simplify
- 3Design
- 4Connect
- 5Test
- 6Hand over
Before an automation goes live
- Every field mapped and tested with realistic sample records
- Failure paths tested: what happens when an API is down or data is missing
- Retries don't create duplicates
- Each workflow has a named owner and a way to pause it
- Logs show what ran, when and why
From inbox to owned leads
Illustrative scenario · not a client case studyBefore
- Enquiries arrive in a shared inbox
- Someone copies details into the CRM by hand
- Follow-up depends on who remembers
After
- Enquiries create CRM records automatically
- Rules assign an owner and create a task
- Overdue follow-ups trigger a reminder
Questions we're often asked
Do we need to replace our CRM?
Not necessarily. We assess the current platform first; often the right move is better configuration and cleaner integrations.
Can you connect all our tools?
Feasibility depends on API access, plan tiers, permissions and data quality. We confirm what's possible before committing to a design.
Will you automate a broken process?
We clarify and improve the process first. Automation should not simply make a bad workflow run faster.
What if an automation fails?
We design for it: failed steps are logged, retried where safe and flagged to a person. Every workflow has an owner and can be paused without breaking the rest of the system.