Your CRM Structure & Data Define Your Business Success
Our CRM Automation Services
We scan your CRM – Salesforce, Hubspot, or whatever else you’re running
plus your overall RevOps maturity and health.
CRM Migration
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CRM Implementation
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CRM MDM
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How it Impacts Your Business
Sales Automation
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Marketing Automation
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Service Automation
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We Know CRM
At CRM Automate the CRM is at the core of what our consultancy does. Not only are we internal advocates of the Salesforce platform, but we are India’s leading independent HubSpot Partner with certifications and more than 10 years experience implementing Sales, Marketing and Salesforce Quote-to-Cash to name a few. Our team of India consultants will provide your business with experience and expertise across the entire Salesforce platform.
More 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 Esteemed Clientele
Explore how we’ve helped organizations across various industries achieve success with tailored solutions and exceptional service.
Tools We Use
Ready to become a Customer Centric Company?
Connect with us today for your CRM Project.