Solution
CRM Automation
The Problem
Sales reps spend 30% of their time on data entry. Deals stall because no one followed up. Pipeline visibility is low because CRM updates are manual — and nobody does them consistently.
How We Solve It
We automate the CRM data layer: contact creation, deal stage updates, activity logging, follow-up reminders, and pipeline reporting — all triggered by real events (email open, form submission, payment, meeting completed). Your team focuses on selling, not on logging.
Example deliverables
- Automated contact creation from lead sources
- Deal stage auto-updates on trigger events
- Activity logging (calls, emails, meetings) via integration
- Follow-up reminder sequences (email + Slack)
- Pipeline health dashboard (stuck deals, overdue follow-ups)
- Revenue forecast from pipeline data
- HubSpot / custom CRM integration
Tech stack
n8n / ZapierHubSpot APISupabaseResendNext.jsGoogle Calendar API