Your CRM already knows what to send:
automation that acts on it without a manual step
Most CRMs hold rich customer data that marketing never actually uses. Turning that data into an automated message takes a workflow nobody got around to building. We build the pipelines and triggers so the CRM markets on its own.
Data the CRM holds, nobody acts on
A CRM builds up a lot of useful data over time: who a customer is, what they bought, when they last engaged, where a deal is stuck. In most companies that data sits there unused by marketing, because nobody built the automation to act on it. Someone has to remember to check the CRM, decide a lead is worth following up, and manually trigger an email. The data’s value depends on a person’s memory, not a system.
A second issue is integration gaps. The CRM holds customer data, but the store, the ad platform and the support tool each hold their own slice. Without integration, no single workflow can see the full picture needed to trigger the right message at the right time.
The third gap is visibility for the people running the business. A sale or a stuck deal can sit unnoticed in a CRM for hours or days, because nobody is watching it live. A simple alert the moment it happens lets a manager or owner act right away, instead of finding out at the weekly report.
How we build it
We audit your CRM to see what data actually exists, and what, if anything, currently triggers an automated action. This routinely surfaces fields and events nobody is using. We set up or restructure pipelines and stages to match how your sales or customer process actually works, not a generic template the platform shipped with.
From there we build trigger-based workflows. A stage change fires a message. A field update moves a lead to a different nurture track. A time-based rule flags a deal going stale. We integrate the CRM with your store, ad accounts or support tool where that closes a real gap. A purchase in your store can then trigger a CRM update, with nobody exporting a spreadsheet.
We built a sales monitor that reads a CRM’s event log every few minutes. It alerts the owner the moment money moves, often before the sales team has logged the update themselves. We bring that same habit, visibility without waiting for a report, to every CRM automation build.
What we need from you
Admin access to your CRM. A walkthrough of how your sales or customer process actually works today, not the documented version, the real one. Access to whatever other systems should feed into or trigger from the CRM: your store, ad accounts, support platform.
What you see in the report
Which workflows are firing and how often. The business outcome each one drives: deals moved forward, messages sent, leads routed to the right person. How that compares to the manual process it replaced. We report this monthly alongside whatever CRM dashboards you already use, so automation sits inside your existing reporting instead of creating a separate one.
Price and timeline
| Option | Price | What it covers | Timeline |
|---|---|---|---|
| Launch or audit | from $1,200 | CRM audit, pipeline setup, first set of triggered workflows | 3 weeks |
| Monthly management | from $700 / month | New workflows, integration maintenance, reporting | monthly, no lock-in |
| Full control, handover to your team | from $2,200 | Full build, documentation and training so your team owns the CRM | 4 weeks |
Related
This builds on segmentation and personalization and feeds directly into lead scoring and nurturing program. See the sales funnels and CRM service page and the marketing analytics service page. For the agent-run version of keeping CRM records current, see automate HubSpot and amoCRM enrichment. A real CRM, lead-routing and sales-monitor build is in the real estate CRM and lead routing case study.
Want your CRM to act on what it already knows? Get in touch and we will look at your current setup.
FAQ
How much does CRM marketing automation cost?
From $1,200 for audit, pipeline setup and the first set of triggered workflows. Ongoing monthly management and new workflow builds usually run from $700 a month.
How long until workflows are live?
3 weeks from CRM access and audit to a working set of trigger-based workflows and alerts.
What budget do we need?
Your CRM platform cost (HubSpot, amoCRM, Klaviyo or similar) is separate and scales with contacts or seats. No ad spend is required for this work itself.
What do we need from you?
Admin access to your CRM, a walkthrough of your current sales or customer process. Also access to any systems the CRM should integrate with: your store, ad accounts, support tool.
How do you report on performance?
Which workflows are firing, how often, and the outcome they drive: deals moved, messages sent, leads routed. Reported monthly alongside your existing CRM dashboards.