04 / AUTOMATION

CRM Automations

Your CRM doing the follow-up it was supposed to do.

CRMs are bought for automation and used as address books. Leads that should receive sequences get nothing. Deals that go quiet stay quiet. Contacts that should trigger actions sit in the wrong stage for months. BespokeForge builds the automation layer that makes your CRM do what you originally bought it to do.

Build Optimize Operate
What's Included

Everything in CRM Automations.

CRM automation audit, what should exist versus what does exist
Lead nurture sequence design and build
Pipeline stage automation configuration
Task and reminder automation
Reporting on automation performance
Ongoing optimisation available on retainer
Outcomes

What CRM Automations delivers.

Scoped around business outcomes, not hours delivered. Every engagement ends with something measurable.

Leads receiving the right follow-up at the right time automatically
No deals going quiet without a triggered action or task
Sales team notified at the right moments without manual monitoring
CRM data staying accurate without manual cleanup cycles
How to Engage

What an engagement looks like.

Fixed scope, fixed price. Every engagement begins with a diagnostic call to confirm fit and define the work. No retainers required to start. You only commit once the scope is agreed.

Engagement type
Build / Optimize / Operate
Starting from
From €1,800
The first step

Start with a conversation.

A short conversation first, to work out which of the two routes you are on and whether this is a problem I can solve. The audit is the paid step that follows, and what it produces is yours whether or not anything comes after it.

Twenty-five minutes on Google Meet, and a straight answer either way.

  1. 01

    You describe what you are running, in whatever words you use for it internally.

  2. 02

    You get a straight answer on whether the audit is worth doing at all, including when it is not.