The same client sits in your CRM more than once, with different phone numbers and none of them current. Your reps stopped trusting it long ago, so calls go unlogged, follow-ups slip, and a warm deal goes quiet without anyone noticing.
| Cal. WM33-04 | CRM Automation for SMEs |
|---|---|
| Function | Captures contacts, de-duplicates, logs activity |
| Typical build | 2–4 weeks |
| Works with | HubSpot, Pipedrive, Salesforce, Zoho or your in-house CRM through its official API, plus your inboxes, web forms and call log |
| Price | from CHF 2'900 · CHF 690 diagnostic, credited |
Contacts and deals retyped by hand from inboxes, forms and calls, slow, error-prone, and never quite up to date.
The same contact three times, missing fields and stale records, nobody trusts the CRM, so it stops being used.
No reminders, no logged activity, and leads left without follow-up, warm deals quietly go cold in a stale pipeline.
New contacts from emails, forms and calls are captured automatically and enriched with firmographic details from compliant, permitted sources, no more manual typing.
Duplicate records are merged, fields normalised and gaps filled, so every contact is complete, consistent and trustworthy.
Emails, calls and meetings are logged against the right record automatically, so every interaction is captured without anyone touching the CRM.
Consent-respecting follow-up sequences that automatically stop the moment someone replies or opts out, with unsubscribe honoured everywhere.
Stale deals get flagged, reminders keep the pipeline moving, and a human reviews and approves any outreach before it's sent. No autopilot spam, ever.
A prospect fills in the form on your site. The record is created, checked against what you already have, merged if he is already in there, and completed with the company's public details. The call your rep takes on Thursday is logged against that same record without anyone opening the CRM. When a follow-up is due, it is drafted and waits for your rep to read it and press send.
Illustrative scenario — exact behaviour depends on your tools and volume. No results are guaranteed.
Your contacts and deal data stay in your CRM, on infrastructure hosted in Switzerland. We host nothing on our side.
By design: opt-in respected, consent tracked, no transfer of contact data to third-party platforms you don't control.
Workflows and access belong to you. You stay autonomous, even without us. Managed follow-up and hygiene are optional.
After the diagnostic, a CRM automation build usually takes 2 to 4 weeks depending on your CRM, data quality and the number of workflows.
The diagnostic is CHF 690 (credited towards the next steps). A build starts from CHF 2'900 depending on your CRM and workflows. Optional "AutoPilot" follow-up and pipeline hygiene from CHF 690/month.
We work with common CRMs such as HubSpot, Pipedrive, Salesforce and Zoho, as well as custom or in-house systems, connecting via their official APIs. Your data stays in your CRM.
No. We build reliable, compliant CRM workflows that keep your data clean and your follow-up consistent, but no specific outcome, conversion or revenue is guaranteed. Results depend on your data, offer and setup.
Credited towards your project if you proceed.