CRM Automation

CRM Automation - Intelligent Customer Data Management

Keep your CRM always updated automatically, with complete data and intelligent insights for every customer.

CRM actualizat automat
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CHALLENGES

CRM challenges without automation

Discover how manual CRM maintenance hurts your business

Time wasted on data entry

Sales team spends hours updating CRM instead of selling.

Incomplete data

Rushed updates lead to missing information and poor insights.

Outdated records

Data becomes stale quickly without constant maintenance.

Poor adoption

Team avoids CRM because it's too much work to maintain.

Use Cases

What we automate in CRM

From lead management to forecasting

Intelligent Lead Routing

Automatic lead distribution based on territory, workload, expertise, and performance - every lead to the perfect person.

Lead RoutingDistributionAI Assignment

Automatic Data Enrichment

Automatic contact and company enrichment with firmographic, technographic data and verified contact info.

EnrichmentData QualityAutomation

Task & Activity Automation

Automatic task creation based on deal stage, follow-up reminders, automatic logging of emails and calls in CRM.

TasksActivitiesFollow-up

Automated Deal Progression

Deals move automatically through pipeline based on actions (meeting booked, proposal sent), with validations and requirements.

PipelineStagesAutomation

AI Sales Forecasting

AI predictions for close probability, deal value, and forecast accuracy - for realistic planning and targets.

ForecastingAIPredictions

Automated Reporting

Automatic reports and dashboards for sales performance, pipeline health, conversion rates - updated real-time.

ReportingAnalyticsKPIs

Want a CRM that works for you, not the other way around?

Automate your CRM

The real impact of CRM automation

Concrete numbers from our implementations

15h

Time saved weekly

Per sales rep

100%

Data accuracy

Always up-to-date records

30%

More deals closed

From better visibility

90%

Adoption rate

Team actually uses CRM

IMPLEMENTATION PROCESS

The path to CRM automation

A clear process for automating your CRM

1

CRM Audit

We analyze your current CRM setup and data quality.

2

Integration Mapping

We identify all data sources to connect with CRM.

3

Automation Build

We build sync automations and data enrichment flows.

4

Data Cleanup

We clean existing data and establish data quality rules.

5

Team Training

We train your team on new automated workflows.

6

Monitoring

We monitor data quality and optimize integrations.

LIVE AUTOMATION

Vezi automatizările în acțiune

Urmărește cum agenții noștri AI rezolvă taskuri reale din diverse departamente ale businessului tău, în timp real.

LIVE
Operațiuni Financiare: Conturi de Încasat Automatizate
Stripe webhook: "invoice.payment_succeeded".
Agent AI: Primit factură pentru "MegaCorp Inc.".
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Stocare chitanță în Google Drive: /Facturi/MegaCorp/2024-03.pdf.
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Plată înregistrată pentru factura #INV-0451.

Platforme Integrate

Integrări cu platformele pe care le folosești deja

Amazon

Amazon

Microsoft

Microsoft

Google

Google

OpenAI

OpenAI

Anthropic

Anthropic

Slack

Slack

Salesforce

Salesforce

Shopify

Shopify

Notion

Notion

HubSpot

HubSpot

Stripe

Stripe

Dropbox

Dropbox

Și multe altele — conectăm orice aplicație cu API

Frequently Asked Questions

Everything you need to know about our automation services

It depends on complexity, but most projects are delivered in 2-8 weeks. Simple workflows can be ready in days, while complex AI agents take 4-8 weeks.
We work with the most popular platforms: Make.com, n8n, Zapier, and build custom solutions with Python and Node.js. We integrate with any app that has an API.
No! We build intuitive automations that run automatically in the background. We provide complete documentation and training for your team.
It varies based on complexity and scope. Simple projects start at $5,000, while complex AI agents can range $20,000-$50,000. We provide detailed estimates after the initial consultation.
We offer ongoing maintenance and support. Automations include monitoring, and we're notified immediately if issues occur. Most clients opt for monthly maintenance packages.
Most likely yes! We've worked with companies in SaaS, e-commerce, real estate, healthcare, logistics, and many other industries. Each solution is customized for your specific needs.
Every AI agent goes through rigorous testing with real-world scenarios. We verify accuracy, response speed, and edge case handling. We use continuous monitoring and fine-tuning to ensure consistent performance. Quality is non-negotiable.
We use a combination of enterprise automation platforms and custom-built solutions, chosen based on your specific needs. We focus on results, not technologies - we always choose the optimal solution for your business challenges.
Yes! We have access to 400+ pre-built integrations and can connect literally any application that has an API or webhook. If a system can communicate digitally, we can integrate it. We've connected everything from enterprise CRMs to custom databases.
We offer a complete warranty on all automations. If something doesn't work according to specifications, we fix it immediately at no additional cost. We also include monitoring and alerts to detect issues before you even notice them.
Yes! We have experience in SaaS, E-commerce, Marketing, Professional Services, Healthcare, Real Estate, Construction, and Logistics. Each industry has unique challenges, and we adapt our solutions to your specific business context.

Have more questions? We're here to help!

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