Automation

Sales & Marketing Automation

We automate the path from first contact to signed deal: leads are captured, qualified and assigned automatically, offers are generated in minutes and follow-ups never get forgotten. Your sales team spends its time with customers, not with admin.

Business and technology specialists in a professional consultation
Automation

Where companies typically struggle

Leads get lost

Website, email and phone enquiries end up in different places and some are never answered.

Offers take too long

Preparing a quote means copying prices, texts and terms by hand.

Follow-ups depend on memory

Without reminders, warm opportunities quietly go cold.

No clear pipeline data

Management cannot see conversion rates, lead sources or forecasted revenue.

Sales & Marketing Automation

What we build

Lead capture and routing

Enquiries from web forms, email, chat and events land in the CRM and are assigned by region or product.

Lead scoring and enrichment

Company data and behaviour are used to prioritise the most promising leads.

Quote automation

Offers and price calculations are generated from templates and price lists in minutes.

Follow-up sequences

Automated reminders, emails and tasks based on the stage of each opportunity.

Customer onboarding

After signing, contracts, welcome emails and internal tasks start automatically.

Sales reporting

Live pipeline, conversion and campaign reporting for management.

Sales & Marketing Automation

How we deliver

1

Process audit

We map the current process, count manual steps and identify where time and errors are lost.

2

Automation design

We define triggers, rules, exceptions, approvals and the systems involved.

3

Pilot

One process goes live first, so you can see measurable savings within weeks.

4

Rollout

We extend the automation to more teams, processes and systems in stages.

5

Monitoring and tuning

Every run is logged; we monitor errors, adjust rules and keep improving.

Joint project workshop between business and IT team
Sales & Marketing Automation

Systems we typically integrate

We connect this solution with the systems you already run.

SAP, Microsoft Dynamics, Odoo, Pohoda, Money S3 and other ERP / accounting systems
Salesforce, HubSpot, Pipedrive and other CRMs
Microsoft 365, Outlook, Teams, SharePoint
Google Workspace, Gmail, Drive, Sheets
E-shops, payment gateways and banks
Custom databases, APIs and legacy applications
Sales & Marketing Automation

Business value you can expect

Faster response to every enquiry, often within minutes.
More time for selling and less time for admin.
Higher conversion thanks to consistent follow-ups.
Transparent pipeline and reliable forecasts.
Sales & Marketing Automation

Frequently asked questions

Do we need a specific CRM?+

No. We work with HubSpot, Salesforce, Pipedrive, Microsoft Dynamics and custom CRMs, or help you choose one.

Is this GDPR compliant?+

Yes. We design consent handling, data retention and opt-outs according to GDPR.

Can AI write the follow-up emails?+

Yes. AI can prepare personalised drafts, which your team reviews and sends.

Can you connect our website forms?+

Yes. Website, landing pages, e-shop and event forms can all feed into one process.

How fast can we start?+

Lead capture and routing can typically be live within 2–4 weeks.

Let's look at what is slowing your business down

A short introductory call to review your current process, the main challenges and possible directions. No technical sales pitch, no commitment.

Contact form

Tell us about your project

About two minutes to complete. We respond within one business day.