CRM automation
CRM automation comes after the basic rollout, once the team uses the system and can identify repetitive manual work. We map the process, configure triggers, statuses, tasks, and notifications, test them on sample deals, and enable the changes in stages.
- Business process map
- Trigger and scenario setup
- Automatic notifications
Prices are indicative. We confirm the exact cost and timeline after reviewing your requirements.
What we do
- Business process map
- Trigger and scenario setup
- Automatic notifications
- Task completion tracking
Who it’s for
Companies with a CRM already in place where reps still move deals and set statuses by hand and sometimes forget to follow up.
What you get
- Configured triggers and automated scenarios
- A business-process map as a standalone document
- Automatic notifications for your team and clients
- Task tracking without manual reminders
Questions about this service
How is this different from a regular CRM rollout?
Rollout is the foundation — the pipeline and initial setup. Automation is the next step, once the system is already in use and you want the routine gone.
Could automation disrupt the team’s current workflow?
We test changes on sample deals and enable them in stages. Critical actions remain manually confirmed until the team trusts the logic.
Which actions should remain under manual control?
Critical actions initially require staff confirmation. After testing sample deals and validating the logic, we decide together which steps are safe to automate fully.
How the work runs
- 01
Process review
We map how the work runs today: the manual steps, the losses, the data typed in twice. Automating chaos only makes it faster.
- 02
Solution design
We design the logic, the integrations and the access rights, and agree them before development starts.
- 03
Rollout
We configure the system, migrate the data and connect external services, then test it against real scenarios.
- 04
Training and handholding
We train the team, write the instructions and stay close while people settle in. A system nobody uses is money spent.
Cases
All cases →
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A sales bot that handles website, WhatsApp and Instagram enquiries around the clock, clarifies the brief, timing and budget, then creates a CRM deal with the full conversation context attached.
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2026PayGuard — a bot that tracks payment deadlines and manages receivables follow-up
A bot for B2B finance and commercial teams: it reads open invoices from 1C, sends tactful reminders through the agreed channel, records the reply and escalates disputed cases to the account owner.
2026StartMate — an HR bot that guides new hires from day one through onboarding
An onboarding bot for growing teams: it assigns a role-specific journey, tracks access and introductions, answers internal questions and shows HR who needs help.
2026DocPilot — a document bot that finds the answer and cites the exact clause
A bot for teams working with contracts, policies and tender files: it searches a private document base, cites the page and clause, and routes mandatory review to legal.
2026TikLet — an interactive control panel for TikTok Live streamers
A Windows desktop app: more than ten widgets layered over a TikTok Live broadcast — gift alerts, a chat-command music bot, spoken chat, Kaspi donation tracking and stream analytics. Everything runs locally, with no dependency on an external server.
Related services
- CRM implementationA CRM should reflect the real path of a deal rather than force the sales team into a generic template. We configure the pipeline, connect phone and email, add tasks and reminders, and train the team using the workflows they handle every day.
- AI solutionsAI implementation starts by finding a process where automation is genuinely useful, not by choosing a fashionable tool. After the audit, we select a solution, integrate it with current systems, test output quality against real scenarios, and prepare operating guidance for the team.
- API integrationsAn API integration removes manual copying between the website, CRM, warehouse, and accounting systems. We first map exchange points and limitations, then build or configure the connection, run data-transfer scenarios, and monitor errors after launch.
- Custom softwareCustom software makes sense when an available product cannot reasonably fit a core company process. We gather requirements, design the architecture, build and test the essential logic, roll the system out in stages, and support it through stabilization.
- ChatbotsA chatbot handles recurring conversations on WhatsApp, Telegram, or the website without pretending to replace a person in difficult cases. We design the dialogue, connect the channels and CRM, pass complex enquiries to an agent with context, and track recurring topics.
- Marketing automationMarketing automation sends a message to the relevant segment after a customer action instead of broadcasting the same copy to everyone. We verify contact quality and consent, build trigger-based sequences, test message variants, and review opens and conversions for each flow.
FAQ
We already have a CRM — do we have to switch?
Usually not. Extending and integrating what you have is more often the better deal than migrating. We will assess both honestly.
What access do you need?
The minimum required, on your terms. We work through separate accounts you can revoke at any moment.
What if the team does not adopt it?
That is why training and documentation are part of the work. A rollout is finished when people are working in the system, not when it is switched on.
Brief for CRM automation
Tell us about the project in detail — we will return with architecture, tech stack and a precise estimate.
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