Automations built into your CRM — follow-up sequences, status triggers, task reminders, and the workflows that mean important things happen without you having to remember to do them.
£150.00
The value of a CRM is not the data it holds, it’s the work it does automatically while you’re busy running events. This three-hour service builds the automations that make your CRM work for you: follow-up emails triggered by pipeline stage, task reminders when a lead goes quiet, status changes that kick off the next action, and notification rules that keep you informed without requiring constant manual checking.
We’ll design and build automations appropriate to your workflow and the capabilities of your CRM — keeping it maintainable and logical, not over-engineered. If something breaks or a client behaves unexpectedly, you’ll be able to understand and override what the system is doing.
Provide access to your CRM and a brief on what you want to happen automatically and when.