CRM Automation
We automate your sales process within the CRM, including lead distribution, follow-up and inactivity alerts, pipeline stages, email templates, and reports that generate automatically, in HubSpot, Pipedrive, Salesforce, or RD Station CRM. For sales teams that lose opportunities due to a lack of process.
Delivered by Vitamina Digital, a VitaminaWeb group company.
What you get
- 01Automatic lead distribution among sales reps
- 02Alerts for follow-ups and stalled opportunities
- 03Email and proposal templates
- 04Pipeline stage automation
- 05Automatic management reports
- 06Integration with marketing automation, ERP, WhatsApp, email, and Slack
How it works
- Sales process
We learn how your team sells today, from the moment a lead comes in to closing the deal.
- Automation map
We list the manual tasks that can run automatically and prioritize them based on impact.
- Implementation
We configure the automations in the CRM and set up integrations with marketing and communication tools.
- Adoption
We train the team and monitor the first few weeks of use, making adjustments as needed.
When it makes sense
We have a CRM, but sales reps update everything manually, or do not update it at all.
Leads go days without a response, and no one notices.
The manager puts together the pipeline report in a spreadsheet every week.
Leads are distributed among sales reps manually.
Frequently asked questions
Do you implement the CRM from scratch?
Yes, if needed. But the most common scenario is automating a CRM that is already in use but underutilized.
Which CRM do you recommend?
HubSpot for full marketing integration, Pipedrive for smaller sales teams, and Salesforce for enterprise operations. We assess your context before making a recommendation.
Does the sales team need to change the way it works?
Ideally, no. We automate within the process that already works, removing manual tasks so the CRM helps sales reps instead of making them feed data into the CRM.
Can the CRM connect with WhatsApp and the ERP?
Yes. We integrate the CRM with marketing, customer service, ERP, and communication tools such as WhatsApp, email, and Slack.
How much does it cost, and how long does it take?
It depends on the CRM, the number of automations, and the integrations involved. The timeline and investment are outlined in the proposal after we understand your sales process.