Data maintenance
New contacts and company data are created, completed and updated automatically – instead of being maintained by hand.
CRM & sales
Automate CRM and sales processes
Your CRM becomes the central data source – not a chore. Recurring steps run automatically according to defined rules, so your team can focus on customers and closing deals.
What we implement
Automation in these areas
Status changes
Processes and opportunities change status automatically after defined events – without manual clicks.
Follow-ups
Follow-ups are prepared and triggered according to defined rules so that nothing gets left behind.
Tasks & notifications
Tasks are created automatically from the history – for the right person at the right time.
Inquiries
Incoming inquiries are captured, assigned and created as a process in the CRM.
Reports
Activities and pipeline figures are prepared and distributed automatically.
How it works
How an automated sales process works
InquiryE-mail · Form
CRM entryCreated automatically
TaskResponsibility & date
Follow-upAccording to defined rules
ClosingStatus & docs
Whether a step can be automated depends on the interfaces of your CRM. In the analysis we check what your system supports natively, via API or through exports – and we only implement what is technically sound.
Example pipeline
Contacts
100
Quotes
45
Closed deals
20
At this stage From previous stage
Sample data – no guarantee.
FAQ
Frequently asked questions about this area
Does this work with our CRM?
That depends on the interfaces of your system. In the process analysis we check which automations your CRM supports – natively, via APIs or structured exports – and we state clearly where the limits are.
Do we lose control over our data?
No. The data stays in your systems. Automations work according to defined rules, and critical steps can always be combined with approvals by employees.
Do sales processes have to be fully standardised first?
Not fully, but clear rules help. We structure the process together with you exactly as far as needed for reliable automation – and start with a limited pilot project.
Let us find out where your company can save time.
Describe a recurring workflow to us. Together we will check whether and how it can be sensibly automated.