Your team retypes the same contacts by hand, duplicates pile up, activity goes unlogged and follow-ups slip until deals go cold. We automate contact capture and enrichment, de-duplication, activity logging and sequenced, consent-respecting follow-up on infrastructure you own, with a human in the loop before anything goes out.
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 un-followed, 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.
For a fictional French-speaking Swiss B2B services SME of around twenty people with 3 sales reps, this kind of automation typically frees up ≈ 5-8 h per week of manual data entry, removes hundreds of duplicate and stale records so the CRM is trusted again, and keeps follow-up consistent with no deal left un-actioned in the pipeline.
Representative example, indicative only, results depend on your setup. 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 490 (credited towards the next steps). A build starts from CHF 2'500 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.