CRM Automation Workflows

Your sales team spends 30-40% of their time on manual data entry and administrative tasks instead of selling. CRM automation eliminates this: leads are captured, scored, and routed automatically. Follow-up sequences trigger based on behavior. Reports generate themselves. The CRM becomes a self-operating sales machine.

I build custom CRM automation using Python, Celery (for background tasks), and direct API integration with your CRM. Unlike Zapier or Make, custom automation handles complex business logic, high volumes, and edge cases without breaking.

Lead scoring and routing: Score leads based on source, behavior, and profile data. Route high-score leads to senior reps immediately. Low-score leads enter nurture sequences automatically.

Automated follow-ups: Trigger email/WhatsApp sequences based on deal stage changes, inactivity periods, or custom events. Personalized messages using CRM data fields.

Cross-system sync: When a deal closes: create invoice in accounting, start onboarding workflow in project management, send welcome email, update inventory. All triggered by a single CRM event.

Reporting automation: Weekly pipeline reports generated automatically and sent to management. Monthly revenue reports, team performance dashboards, and custom KPI tracking.

Simple Automation (EUR 500-1,000): 1-3 automated workflows. Single CRM. 1 week delivery.

Standard Automation (EUR 1,500-3,000): 5-10 workflows across multiple systems. Lead scoring. Automated reporting. 2-3 weeks.

Enterprise Automation (EUR 4,000+): Complex multi-system workflows, custom business logic, monitoring dashboard. 4-6 weeks.