CRM and digital processes your sales team will actually rely on
Clean CRM setup, clear sales processes, reporting you can trust.
At a glance
A CRM is only as good as the process behind it. Automora treats CRM not as a tool but as the operating system for your sales: defined stages, clear ownership, automated handoffs – and reports you can actually trust.
What we deliver in detail.
- Selecting the right CRM (HubSpot, Pipedrive, Zoho, Salesforce, custom)
- Sales process design from lead to long-term customer relationship
- Clean data import and cleanup of existing records
- Automated tasks, reminders, email sequences
- Reporting and dashboards for management and sales leadership
- Training, onboarding and long-term support for your team
What we're working towards together.
Higher close rates through consistent follow-up
Full transparency on pipeline, forecast and bottlenecks
A sales team that uses the CRM – instead of working around it
How we work with you.
- 01
Analysis
Current sales state, data quality, tools, bottlenecks, requirements.
- 02
Concept
Target process, CRM choice, data model, automations, reporting setup.
- 03
Delivery
Configuration, data migration, integrations, team onboarding.
- 04
Support
Ongoing optimisation, extensions, regular health checks.
What companies typically ask.
It depends on your sales structure, team size and integration requirements. We only recommend tools we've successfully implemented ourselves.
That's common. In most cases the issue isn't the tool – it's the process. We audit the existing setup and bring it into productive use.
Yes. We connect the CRM with website forms, the shop, accounting, marketing tools and – where needed – with custom systems via API.
These services reinforce each other.
Websites
Strategic corporate websites that generate qualified leads – technically clean, fast and aligned with your sales goals.
View serviceOnline Shops
Online shops on Shopify, WooCommerce or headless – including integrations with ERP, accounting and shipping.
View serviceAI Chatbots
LLM-based chatbots that work on your data – with clean escalation to humans, full logging and a GDPR-compliant setup.
View serviceLet's talk about your digital project.
A no-strings first call with a clear assessment: what makes sense to build, in which order, and at what effort.