Business and CRM Automation
Time-saving automations and integrations, built to run reliably without anyone having to remember to do anything.
About my Business and CRM Automation Service
What I offer
Time Saver Review
An automation assessment and report on where your business could save time with automations
Automation Business Plan
A plan on what to automate, in what order, what it depends on, and how you'll know it's working for your processes.
Automation and Integration Build
Building and testing the automations and connections themselves, in stages, against real cases from your business. Each one documented so you know what runs and why.
Automation Monitoring
Ongoing monitoring so anything that stops running is picked up promptly and put right. This sits alongside my CRM AdminWatch service, which already covers workflow and integration health in its monthly checks.
Automation Project Support
I can work alongside your team as the technical lead on a larger automation or integration programme, using Flow7 to keep the scoping, testing and go-live structured.
Types of Automation
CRM and workflow automation
System integrations
AI automations and agents
Data automation and ETL
Who is Business and CRM Automation Service for?
This is for small businesses doing work by hand that their systems could be doing for them.
Typically that means the same jobs coming round again and again — chasing invoices, copying data between spreadsheets, manually sending the same emails.
It also suits businesses paying for capable software and using a fraction of it, where the automation tools are already included in the subscription. Or those running two systems that hold the same customer and would work far better connected.
If you have automations in place already, I can document, review and monitor them so you know what runs and can rely on it. And if you're growing, the manual process that works at ten orders a week is worth automating before it reaches fifty.
I work across Zoho, HubSpot, Pipedrive, NetSuite, Sage X3, Xero, QuickBooks and Sage Accounting, plus ecommerce and website platforms, using native automation tools, Zoho Flow, Make, Zapier and direct API integration.
Using something else? The approach is the same — I review what it can trigger, what it can connect to, and what's realistic to automate.
Benefits of Business and CRM Automation Service
What my automation services give you:
- Hours back each month from processes that repeat every week.
- A start on one task, rather than a long programme.
- Systems that share data properly, so one record stays right everywhere.
- Automations that are documented and tested, so you know what runs and why.
- Exceptions handled deliberately as part of the build.
- Monitoring, so anything that stops is picked up and put right.
How Business and CRM Automation Service works
Following your enquiry:
- We arrange a video call and start with a Business Time Saver Review — a 30-minute conversation about the processes costing you time and the systems involved.
- From that I produce your Automation Business Plan using Flow7: what to automate, in what order, what needs to be in place, and a quote for the build.
- Once agreed, I build in stages and test against real cases from your business, including the ones designed to fail.
- Each automation is documented so you know what runs and why, and you have direct access to me throughout.
- After go-live I can monitor it, either as an add-on or as part of CRM AdminWatch.
Pricing of Business and CRM Automation Services
Time Saver Review
From £99*
Automation Builds
By Quotation*
Automation Business Plan
From £199*
Automation Support Monitoring
By Quotation*
*All Automation quotes are based on the time and complexity of the project. I also work to fixed price project rates or day/hourly rate consultancy pricing based on my current contract rates. My Time Saver assessment and Automation plan are included within quoted contract work.
Frequently Asked Automation Service Questions
CRM automation is using your CRM to carry out steps that would otherwise be done manually by a person: assigning a new lead to the right owner, creating a follow-up task, sending a templated email at a set point in a process, generating a quote document, or updating a record when a stage changes. Most CRM platforms include capable automation tools as standard. The deciding factor is usually how clearly the underlying process is defined.
Start with a task that is high-frequency, rule-based and low-risk. Something repeated daily or weekly, where the decision is consistent enough to write down as a rule, and where an error would be visible and recoverable. Data entry between two systems, follow-up task creation and templated communications are common first choices.
Automation can save hours, but the actual time saved depends on the frequency and complexity of the automation. Other indirect savings are the consistent record/data updates behind in the systems keeping your bsuienss data aligned with wider business processes.
Use the native tools in your CRM or ERP where they can do the job. They're included in what you already pay for and run inside the system with full access to its data. Reach for connectors like, Zoho Flow, Make or Zapier when you need to connect systems with no native connector, or when the logic spans several platforms.
Automations depend on the things around them staying stable — field names and types, user permissions, integration authentication, third-party API versions, and the real-world process matching what was built. Changes to any of these are normal as a business evolves, so the practical answer is documentation and monitoring: knowing what runs, and being told promptly when something needs attention.
Yes, and it's where a lot of the current value sits. AI handles the steps a fixed rule can't: reading an unstructured email and pulling out the details, summarising a long thread into a CRM note, classifying an enquiry, drafting a first response from live data. The automation handles the rule-based parts, AI handles the judgement-shaped parts, with human review wherever the output reaches a customer.
It helps a great deal, because automation works from what's there — consistent formatting lets records match between systems, and complete fields let rules run cleanly. In most projects a little data work comes before the automation. It's usually a smaller job than expected, and it makes everything built afterwards more dependable.
