Leads that go cold within 24 hours
A form submitted on Friday at 18:00 isn’t seen by anyone until Monday. The chance of a sale drops sharply with every hour without contact.
Pipeline impact
What changes when you automate your CRM
Results we see in SME and mid-market sales teams after implementing and automating their CRM with us.
Pipeline leaks
Where revenue slips away every month
If your sales team uses a CRM but it isn’t automated, you’re most likely losing revenue at one of these points.
A CRM full of untouched opportunities
Hundreds of deals abandoned in mid-pipeline stages. Without automatic reminders, reps only work on whatever is most urgent.
Outdated customer data
The same customer with 3 different records. Duplicate companies, contacts with old email addresses. Every email you send is a shot in the dark.
Sales reporting built on Excel
Every Monday someone spends 2 hours pulling pipeline, forecasts and conversion into a spreadsheet. And by the time it’s ready, it’s already out of date.
Your pipeline, live
Every opportunity in the right stage
See your pipeline as a kanban board. Opportunities move forward on their own based on behavior, scoring and rules we define with you.
Lead
47Acme Logística
€ 4.200
Distribuidora Norte
€ 8.900
Conservas Mediterráneo
€ 12.000
Qualified
18Industrias Cervera
€ 18.500
TextilGroup S.L.
€ 22.300
Bodegas Olivar
€ 9.700
Proposal
9Metalúrgicas SUR
€ 34.800
Constructora Aledo
€ 41.200
Cárnicas del Segura
€ 15.600
Negotiation
4Frutas y Hortalizas RM
€ 28.400
Logística Levante
€ 52.000
Calzados Marfilo
€ 17.900
Won
2Aceitunas del Sur
€ 24.500
Cerámicas Lorca
€ 31.800
Total pipeline €412,000 30-day forecast €128,500 Overall conversion 24%
What we automate
From first contact to close, with no manual work
We configure the pieces that free your sales team from CRM admin and speed up the sales cycle.
Multichannel lead capture
Website, ads, LinkedIn, events, calls — every source flows into the CRM with its origin recorded and clean attribution.
Automatic lead qualification
Lead scoring by industry, company size, website behavior and email engagement, so your team prioritizes the leads with the most potential.
Smart assignment
Round-robin by territory, specialty or sales rep workload. Every lead reaches the right owner in seconds.
Sequences and nurturing
Emails, calls and messages on automatic cadences until the deal closes or is marked “not interested”. Nobody falls through the cracks.
Quoting and closing
Automatic quote generation from the CRM with templates, e-signature and team alerts the moment a deal closes.
Live reporting
Pipeline, conversion, forecast and rep-by-rep comparisons, updated to the second. No more spreadsheet Mondays.
Lead-to-Cash
From first click to payment, in a single flow
This is the chain we automate end to end. Every step is logged, measured and connected to the next.
01
Capture
Forms, ads, calls and events — everything enters the CRM with its source, UTM and clean data.
02
Qualify
Automatic scoring, data enrichment and assignment to the right sales rep in under 5 minutes.
03
Nurture
Email sequences, call reminders and stage-specific content to keep the lead warm.
04
Close
Proposal generated from the CRM, e-signature, conversion to order and native connection with your invoicing ERP.
05
After-sales
Onboarding, upselling, NPS and automatic renewals. Customers aren’t left on their own after signing.
CRM platforms
We work with the CRM that best fits your business
We don’t sell a single platform. We look at your team, budget and volume to recommend the one that delivers the most value for every euro invested.
HS
HubSpot
Sales Hub setup, automations, workflows, sequences and custom reporting. Ideal for mid-sized teams that want to get up and running fast.
SF
Salesforce
Sales Cloud for mid-sized and large teams. Flows, Lightning components and custom Apex when very specific processes need to be covered.
PD
Pipedrive
Full setup, integrations, automations and reporting for small, agile sales teams that need clarity without overhead.
ZO
Zoho CRM
Unbeatable pricing at high volumes. Customizations, Blueprints and connectors to the rest of the Zoho suite when you already use other apps.
FAQ
What clients ask us most about CRM automation
How much does it cost to automate my CRM?
The cost depends on your CRM, the processes you want to automate and the integrations required. After the assessment, we set out the configuration, automations and training in a fixed-price proposal.
Which CRMs do you work with?
HubSpot, Salesforce, Pipedrive and Zoho are the ones we use most. We also work with Dolibarr, Odoo (CRM module) and custom builds if you prefer, or if your operations don’t fit any standard tool.
How long until it’s up and running?
4–8 weeks for a first usable version. We launch in iterations: critical pieces first (lead capture, assignment, pipeline), improvements later (advanced scoring, integrations, detailed reporting).
Does it integrate with my ERP or invoicing system?
Yes. We connect the CRM to your ERP so closed deals automatically generate invoices, linked to the customer and their full history. We work with Dolibarr, Odoo, Holded, SAP and in-house systems.
What about training the sales team?
Included. Role-based sessions (sales reps, sales managers, leadership), living documentation and ongoing support during the first weeks. If the team doesn’t use it, it’s useless — so adoption is our top priority.
Do you migrate data from our old CRM or spreadsheets?
Yes. We import contacts, companies, opportunities and history from Excel, Google Sheets or another CRM. Before loading, we deduplicate, validate and enrich the data so you start with a clean database.
Get a free audit of your sales pipeline
Tell us how your sales team works today and within 48 hours we’ll send you an assessment with the 3 automations that will have the biggest impact on your revenue.