A CRM automation agency for pipelines, reminders and nurture
What does CRM automation include?
CRM automation covers the rules that act on leads without someone remembering to: instant follow-up after a form, assigning leads to reps, moving deals between pipeline stages, appointment confirmations and reminders, nurture emails and texts for leads not ready to buy, no-show recovery, and reactivation campaigns for old contacts.
The workflows we build
| Workflow | Trigger | What it does |
|---|---|---|
| Speed-to-lead | Form submitted | SMS, call and email within 60 seconds; see speed-to-lead automation. |
| Lead routing | New lead | Round-robin or rules-based assignment to the right rep. |
| Confirmation and reminders | Appointment booked | Multi-channel reminders; template in no-show reminder sequence. |
| No-show recovery | Appointment missed | Rebook offer within 10 minutes, follow-up over 5 days. |
| Nurture | Not ready yet | 7-day and long-term sequences; template in email nurture sequence. |
| Reactivation | No activity in 90 days | Campaign to old leads and past customers. |
Why automation lifts revenue from the same ads
Most businesses lose leads through gaps, not bad ads: the call that happens three hours late, the appointment nobody confirmed, the lead who said "not yet" and never heard back. On the $1.52M consulting funnel, automated follow-up and reminders lifted show rates from 62% to 88.4% and cut cost per booked call from $280 to $112 without changing the ads. Our guide to reducing no-shows shows the exact sequence.
Pipelines that match how you sell
A pipeline is only useful if its stages mean something. We define stages from your real process, for example new lead, contacted, qualified, booked, attended, proposal, won, and attach automations to each move. Those same stages feed reporting and the Conversions API, so the ad platform learns which leads become customers. Read more in what is a CRM pipeline.
Industries we automate
CRM automation pays back fastest where leads are valuable and time-sensitive: med spas, dental practices, real estate, insurance agencies and home services.
