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Service / CRM and Workflow AutomationHubSpot, GoHighLevel, Salesforce, Pipedrive, and Close, orchestrated with n8n, Zapier, Make, and custom Python. We collapse manual operations into deterministic pipelines that your team trusts.
Specific things we deliver under this service. Most projects combine three or four of these into one system.
Inbound leads enriched, scored, and routed to the right rep within seconds. Configurable rules, override paths, and audit log.
Stage based workflows that nudge deals, escalate stalls, and remove manual updates without removing human judgment.
Auto enrichment from Apollo, Clearbit, ZoomInfo, LinkedIn, and custom scrapers. Backfill historic records, enrich on creation.
Real time sync between CRM, billing, support, and product analytics. One source of truth across the stack.
Daily, weekly, and monthly reporting dashboards. Slack digests for leadership. Anomaly detection on KPIs.
Sales reps and support agents get LLM copilots with full deal context, conversation history, and recommended next steps.
If any of these match your current operations, this service is probably the right entry point.
| CRMs | HubSpot, GoHighLevel, Salesforce, Pipedrive, Close, Zoho |
|---|---|
| Orchestration | n8n self hosted, Zapier, Make, custom Python and TypeScript |
| Enrichment | Apollo, Clearbit, ZoomInfo, Hunter, custom scrapers |
| Data warehouse | Postgres, BigQuery, Snowflake, Redshift |
| Reporting | Looker Studio, Metabase, Hex, Slack digests |
| Error handling | Retries, dead letter queues, full alerting |
| Audit | Every action logged, replayable, reversible |
| Pricing | $10k to $40k build, optional ops retainer |
We use Zapier where it fits. But Zapier breaks at scale, has limited error handling, and gets expensive fast. For real ops, we typically self host n8n and write the gnarly pieces in Python or TypeScript.
Almost never. We integrate with and extend what you already have. Migrations only happen when the current tool is provably the bottleneck.
It should not. We start every engagement with operations interviews and shadow shifts. The goal is to remove the tedious parts of the job, not the parts your team is proud of.
Yes. Every workflow has full audit logging, role based access, and replay capability. We handle SOC 2 environments, HIPAA workflows, and GDPR data minimization patterns.
Those products solve 80% of common cases with a fixed UI. We solve 100% of your specific case with code that you own and can modify.
First call is 30 minutes. We will tell you whether this service is the right fit, and if not, which one is.