CRM automation
CRM automation that keeps every record completewithout anyone typing it in.
We build CRM automation for sales and service teams: emails and calls get logged, deals update themselves and leads reach the right person. It runs inside the CRM you already use.
30 minutes. You leave knowing which 3 processes to automate first and what they cost you today.
Illustrative example
Trusted by companies worldwide
Trusted by companies worldwide: Braffess, Casa Sors, HollaBoo, Laoom, Guardian Development Group
Results
Every lead handled, every record updated.
We start with the data entry that costs the most, then measure what changes.
E-commerce / D2C
Every lead contacted in under 20 seconds.
A home goods brand spending $40K a month on ads took 6–12 hours to reply to new leads, so many bought elsewhere. We built an AI system that replies by SMS, email or voice call within 20 seconds, day or night.
+34%conversion rate−28%customer acquisition cost100%of leads contacted
The problem
Your CRM data drifts out of date.
70%
of a rep's time goes to nonselling tasks.
30%
of the week is spent actually selling.
Reps skip updates because selling comes first. The CRM drifts out of date, and every report built on it drifts with it.
- Manual CRM upkeep: Reps log emails and calls by hand, when they remember.With CRM automation: Emails and calls are logged on the right account as they happen.
- Manual CRM upkeep: New contacts and deals are typed in from forms and inboxes.With CRM automation: Contacts and deals are created and updated from the source.
- Manual CRM upkeep: Leads sit in a queue until someone assigns them.With CRM automation: Leads are routed to the right person by your own rules.
- Manual CRM upkeep: Duplicates pile up and nobody trusts the numbers.With CRM automation: Duplicates are found and merged before they spread.
- Manual CRM upkeep: Before a call, someone rereads a long email thread.With CRM automation: An AI summary of the account sits at the top of the record.
A trusted CRM means decisions you can stand behind.
What we automate
What the system does inside your CRM.
Logs activity
Adds emails and calls to the right contact, account and deal.
Creates records
Builds contacts and deals from forms, inboxes and calls.
Routes leads
Assigns each lead to an owner using your territory and capacity rules.
Sets follow-ups
Creates the next task when a deal changes stage or goes quiet.
Cleans the data
Flags and merges duplicates and fills missing fields.
Summarizes accounts
Writes a short account summary a rep can read in seconds.
Is it time?
Signs it's time to automate your CRM.
Signals you need this
- Reps update the CRM at the end of the week, or not at all
- Leads wait for someone to assign them by hand
- Reports disagree with what the team knows is true
- The same customer exists three times under different names
When not to invest yet
- You have no CRM in place yet
- Only one or two people ever touch your customer records
- You want outreach and calls handled, not record keeping
What you get
From messy records to a complete CRM.
- A map of how data gets into your CRM today, with the hours and dollars each manual step costs you
- A fixed-price proposal with exact scope and timeline, before anything starts
- Emails and calls logged automatically on the right records
- Contacts and deals created and updated without manual entry
- Lead routing and follow-up tasks that follow your own rules
- Duplicate cleanup and AI account summaries inside the CRM you already use
- Everything we build is yours: code, accounts, prompts and data
How it works
The Payback Loop. Five steps. Each build pays for the next.
We don't start with the AI. We start with the money.
Consulting
We find the manual work in your company and how many hours each task eats every week.
Process mapConsulting
We put a dollar figure on each process and rank them by payback. You see what to automate first, and what to leave alone.
AI roadmap, ranked by paybackImplementation
We build the first system on the tools you already use. Nothing new for your team to learn.
A working systemImplementation
We test it end to end before launch. It doesn't go live until it works without errors.
Tested, system liveSupport
The first build pays back fastest, so its savings fund the next one. Back to the map, and we keep every system running.
Monthly support (optional)
↺ Back to Map
Consultancies stop at the roadmap. Freelancers build without one. The loop only works when one team runs all five. You approve, we execute: about an hour a week from you.
FAQ
Questions about CRM automation.
- CRM automation is software that does the repetitive upkeep of your CRM: logging activity, creating and updating records, routing leads and creating tasks. Your team stops typing data in and starts using it.
- AI reads emails, calls and notes, then fills in fields, summarizes accounts and suggests who should own a lead. It handles the unstructured text that fixed rules cannot, and your team stays in charge of the decisions.
- A CRM workflow is a set of steps that runs when something happens, such as a form submission or a stage change. It can create a record, assign an owner or add a task. Major CRMs document this as a standard feature.
- A rule-based workflow follows fixed if-then steps and needs clean inputs. An AI workflow also reads messy inputs, like email threads and call notes. We use rules where they suffice and AI where it's needed.
- Validity's 2024 survey of CRM admins found 31 percent said poor-quality data leads to at least 20 percent of annual revenue lost. Automated logging and duplicate cleanup go after that problem directly.
- No. You don't change your software. We build on what you already use: your CRM, email, phone, Slack and accounting tools. Your team keeps working where they work today.
- Yes. We connect your marketing and email tools to the CRM so new leads and their activity arrive as complete records, without a person copying them over. The free 30-minute AI diagnosis shows which links matter first.
- Outreach and calls have their own page. This side keeps records complete and accurate; outreach, follow-up emails and call handling are separate systems that read from and write to the same CRM.
Final step
Pick a time. Let's talk.
You leave knowing which processes to automate first and what each one costs you today, whether we work together or not.
You can keep paying for manual work, or find out this week exactly what it costs you.
What happens on the call
Before
You answer 3 quick questions when you book, so we come prepared.
On the call
We find the manual work that costs you most and put a number on it, live.
Decide
An honest read on whether we're the right fit. If we're not, you'll hear it on the call.
Once you book, we look at your site and tools before the call, so the 30 minutes go to your numbers, not introductions.
Prefer to write first? Email us directly: contact@nexumautomations.com