CRM Automation Consulting
Connect your CRM to the rest of your stack. Leads enriched automatically. Deals updated without manual input. Reports generated without a human touching a spreadsheet.
The problem with unconnected CRMs
A CRM that relies on manual data entry degrades quickly. Sales reps skip logging calls. Contact records go stale. Leads sit unrouted. The gap between what your CRM shows and what is actually happening grows until the data becomes unreliable.
CRM automation closes that gap. The goal is not to replace your CRM — it is to make sure data flows in and out automatically, so the record stays accurate without anyone having to think about it.
What I build
Lead enrichment and routing
New leads enriched with company data (Clearbit, Clay, LinkedIn) and scored before a sales rep touches them. Routed to the right owner based on territory, industry, or deal size. Time saved: 15–30 minutes per lead.
Deal stage automation
Triggers fire when a deal moves stages: Slack notification to the account owner, task creation in Jira or Asana, automated proposal document generated in Google Docs. No manual follow-up to configure.
Cross-system contact sync
Contacts stay consistent across CRM, marketing platform (Mailchimp, Brevo, ActiveCampaign), and customer support (Zendesk, Intercom). Updates propagate automatically — no more duplicate or stale records.
Activity logging from email and calls
Emails sent via Gmail or Outlook and calls logged in your phone system are automatically recorded in the CRM contact timeline. Sales reps stop manually logging — the record stays accurate.
Follow-up sequences triggered by behaviour
If a deal goes cold (no activity in X days), a task is created and a templated email is queued. If a prospect opens a proposal, a notification fires. Behaviour-triggered, not time-triggered.
Win/loss analysis and reporting
Closed deals feed a dashboard automatically: revenue by rep, deal source, average cycle length, win rate by industry. Weekly Slack digest generated and sent every Monday.
Which CRM do you use?
Native automation for standard flows. n8n for complex cross-system logic or data that must stay in Switzerland.
Flow Builder for internal CRM logic. n8n or Make for integrations with external systems, especially when revDSG compliance is required.
Webhook-based. n8n reads every deal update and triggers actions across your stack — Slack, email, project management, accounting.
Not on this list? If your CRM has an API or webhooks, it can be automated. I will tell you upfront if it cannot.
Data residency and revDSG
CRM data — contacts, deals, call records — often includes personal data under Swiss revDSG and EU GDPR. Routing it through a US-hosted automation platform (Zapier, some Make plans) requires a valid Data Processing Agreement and Standard Contractual Clauses.
For clients where this matters, I build the integration on self-hosted n8n (Swiss or EU infrastructure) so CRM data never leaves your defined perimeter. I assess compliance requirements at the start of every project.
How does a project work?
Discovery call (free)
We map where CRM data currently flows manually, which integrations are missing, and what breaks most often.
Proposal
Defined scope, tool choice, compliance approach, and fixed price in CHF. No surprises.
Build
Incremental build on real or realistic sample data. Edge cases (missing fields, duplicate contacts, API rate limits) handled from the start.
Handover
Documentation, walkthrough call, 30-day support window. Your team can understand and maintain what was built.
Related resources
Start with a free discovery call
Tell me which CRM you use, what data is still entered manually, and what breaks most often. I will assess whether automation makes sense and what it would take.
Get in touch →