We Fix CRM Problems That Are Costing You Revenue
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HubSpot Solution Partners | Salesforce Certified | 250+ Implementations
250+ Implementations
10 different Industries
17 countries
Trusted by companies worldwide
Built for the Demands of Today’s Companies
Companies need purpose and direction. Programs need oversight and compliance. Alumni want stronger connections.
CRMAutomate brings AI and Business together, giving businesses career-aligned experiences, meaningful ways to engage, and programs the tools to meet accreditation standards and prove results.
Faster Way To Start!
We scan your CRM – Salesforce, Hubspot, or whatever else you’re running
plus your overall RevOps maturity and health.
SWITCHING CRM?
Move without losing a single contact or deal
We map, clean, and migrate your full data history — contacts, deals, activities, and custom fields — so your new CRM is ready to use from day one. Zero downtime. Zero data loss.
IMPLEMENTING NEW CRM?
A system built around how your team actually sells
Off-the-shelf CRM doesn't fit most teams. We configure pipelines, automate your workflows, and train your people — so adoption happens in weeks, not quarters.
CRM DATA CLEANSING?
One clean record for every customer
Duplicates, stale contacts, and conflicting fields quietly kill your conversion rates. We build master data rules so your team always works from a single source of truth.
How it Impacts Your Business
Three automation layers that change how your revenue engine operates — once your CRM is clean and your team is aligned.
SALES AUTOMATION
Your reps sell. Everything else runs itself.
Lead routing, follow-up sequences, activity logging, deal-stage triggers — all automated. Your team spends time on conversations, not CRM admin.
MARKETING AUTOMATION
Stop blasting. Start converting.
Behaviorally triggered campaigns that respond to what your prospects actually do — not just when you remember to email. Right message, right person, right moment.
SERVICE AUTOMATION
Resolve issues before they become complaints.
Auto-route cases, surface full customer context instantly, trigger proactive outreach. Service becomes a retention tool, not just a cost centre.
Ways to Engage With Us!
Whether you need a full CRM and marketing automation overhaul or a sharp tactical fix, choose the engagement level that matches the size and urgency of your problem.
End-to-End CRM & Automation Transformation
For CEOs and marketing leaders who want a serious, measurable upgrade of their HubSpot / Salesforce setup.
Primary outcome: one integrated revenue engine across marketing, sales and service.
- Blueprint & roadmap for CRM, marketing, sales and service automation.
- HubSpot / Salesforce architecture, configuration and implementation.
- Lifecycle, lead scoring, nurture journeys and sales handover design.
- Reporting framework: pipeline, attribution and performance dashboards.
- Team enablement, playbooks and governance so it keeps working after go-live.
Focused Sprints on One Core Problem
For teams who don’t need a full rebuild, but want one critical part of their system fixed properly.
Primary outcome: a deep fix to one high-leverage area of your CRM or automation.
- Examples: lead routing, MQL → SQL flow, sales pipeline cleanup, onboarding automation.
- Audit of your current setup with specific, prioritized changes.
- Hands-on implementation inside HubSpot / Salesforce.
- Before/after metrics defined so you can track impact.
Fast Fixes, Reviews & Power Sessions
For founders and teams who want expert eyes on their system or a quick, surgical improvement.
Primary outcome: clarity and immediate, actionable fixes without a long project.
- CRM / funnel audit with specific “do this, not that” recommendations.
- Workflow, campaign or pipeline review with live screen-share.
- Implementation of one small but meaningful improvement.
- Recording + summary so your team can execute next steps.
Trusted by Industry Leaders Worldwide
Our Clients Who Trust Us
Explore how we’ve helped organizations across various industries achieve success with tailored solutions and exceptional service.
Our Tech Tool Stack Expertise
Ready to become a Customer Centric Company?
Connect with us today for your CRM Project.