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What do you need?
We identify where automation will improve your processes, ensuring your systems support your business goals, with measurable impact.
Free Your Time with Automation
Automating your sales processes frees you to talk to customers, build relationships and secure sales. Put people at the heart of your business with practical automation of admin and task management.
Calm, practical automation built around how your team actually sells.
Why it matters
Automation Explained
Call logging, records management, task planning, duplicate data entry. Time-consuming tasks that take your team away from what matters: your customers.
With the right automation steps in place, your CRM connects email, calendar, task management systems and reporting tools. Your existing platforms can be connected to avoid duplicate data entry and help internal departments collaborate effectively. From invoicing to data cleaning and management reporting, everyone knows their priorities, work flows and customers come first.
And the best bit? We set things up so automation runs in the background. Efficient processes keep your team running smoothly, leaving you to focus on growth.
- More time for client interaction.
- Every lead is maximised and nothing is missed.
- Task transparency improves management and forecasting.
Our process
We Design and Build Sales Automation That Works
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Detailed Planning
With our expert knowledge of your existing or new platforms, we plan workflows, timings and processes that feel seamless for your team.
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Implementation & Launch
We connect systems and set up automated processes, working with your team to track, improve and measure impact.
FAQ
Common questions
Where do we start if we want to test automation?
Your team will tell you where repeatable tasks are slowing them down (they probably already have!). Talk to them about data entry processes, reminders, task routing and follow-up planning. This is usually a great place to start. From there, you can think about team planning tools, cross-team collaboration and reporting. The opportunities to save time and improve flow are endless!
Can we connect our existing platforms and tools?
Absolutely! We can co-ordinate workflow across your existing tech platforms and integrate new platforms as you improve your approach to CRM. We work with HubSpot, Pipedrive, HALO, ActiveCampaign, Make and more.
How long does it take to set up automation?
Depending on the systems you’re using and the steps you want to take (which we can help you prioritise), you should see improvements within 6–10 weeks.
Ready to Automate?
Our partners
Certified across leading CRM and integration platforms.
Here’s the calm way we help.
Partner
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