CRM Automation
Your CRM should workfor the team, notthe other way around.
We automate the administrative weight of selling: enrichment, routing, sequencing, task creation, quote generation and stage hygiene — so representatives spend their day in conversations rather than data entry.
-6.5h
Admin hours per rep weekly
+29%
Stage-to-stage conversion
100%
Leads contacted within SLA
What you get
CRM Workflow Automation
Pipeline Redesign
Stages, exit criteria and required fields rebuilt around how deals actually progress.
Routing & SLAs
Lead assignment by territory, value and capacity with escalation timers.
Automated Playbooks
Triggered sequences, follow-up tasks and re-engagement for stalled opportunities.
Forecast Hygiene
Automatic decay rules, data validation and clean weekly forecast reporting.
How we run it
The six-phase Augencia execution system.
Shadow
Observe live selling to find where time and deals leak.
Redesign
Rebuild pipeline, fields and automations against a documented playbook.
Deploy
Roll out with rep training and a two-week hypercare window.
Tune
Monthly review of conversion, SLA adherence and automation performance.
Frequently asked
CRM Workflow Automation
Pipelines that update themselves and never let a deal go cold.
Book a strategy callHubSpot, Salesforce, Pipedrive, Zoho, Close and custom systems built on Postgres or Supabase.
Adoption rises when automation removes work rather than adding fields. We design with two reps in the room and train the whole team at rollout.
A written diagnosis lands within 48 working hours. A first production sprint is typically two to six weeks depending on integrations. Retainers cover optimisation after the first workflow is live.
Yes. Most programmes sit beside an in-house team. You keep the accounts, code and data. Augencia owns the system design, the first production cut and the measurement model.
We do not publish a one-size price. Scoped work in this line typically starts in the £10,000–£25,000 range for a first production workflow, with retainers for ongoing operation. You receive a number after the diagnosis.
Related capabilities
Twenty-two ways we move your revenue line.
Let's engineer your next unfair advantage.
Tell us what is stalling. You will receive a diagnosis, a plan and a number within 48 hours.