Sales & CRM Automation
Your CRM should be closing deals for you.
We build automations that keep your pipeline moving - from lead capture to closed-won - without your sales team spending half their day on data entry and follow-ups.
Your CRM is a graveyard of stale leads and missing notes.
Your CRM is supposed to be the backbone of your sales operation. Instead, it's a graveyard of stale leads, missing notes, and outdated deal stages. Reps forget to log calls. Leads sit in the pipeline for weeks without a follow-up. Someone closes a deal and nobody updates the status until the Monday meeting.
It's not that your team is lazy - it's that CRMs are tedious to maintain manually, and salespeople would rather sell than fill out fields. So the data gets messy, follow-ups get missed, and you end up making decisions based on a pipeline that doesn't reflect reality. Meanwhile, leads that should've been hot go cold because nobody touched them for five days.
The fix isn't hiring more reps or yelling at your team to update Salesforce. The fix is making the CRM do the work itself.
What we build
Everything your sales team wishes the CRM did on its own.
Automated Lead Capture & Enrichment
New leads from your website, ads, email, or third-party tools get pulled into your CRM automatically - no manual entry. We enrich them on arrival with company data, contact details, social profiles, and lead scoring so your reps know who to call first without doing any research.
Follow-Up Sequences & Drip Campaigns
Leads get automatic follow-up emails, texts, or task reminders based on where they are in the pipeline. A new inbound lead gets a same-day response. A proposal that's been sitting for three days triggers a check-in. Nothing falls through the cracks because the system doesn't forget.
Deal Stage Automation
When a rep sends a proposal, the deal moves to "Proposal Sent." When a contract gets signed, it moves to "Closed-Won" and triggers onboarding. When a deal goes cold for two weeks, it gets flagged and reassigned. Your pipeline stays accurate without anyone manually dragging cards around.
Lead Routing & Assignment
Leads get assigned to the right rep automatically based on territory, deal size, industry, round-robin, or whatever rules make sense for your team. No more leads sitting unassigned in a shared inbox while everyone assumes someone else grabbed it.
Activity Logging & Call Tracking
Calls, emails, and meetings get logged to the CRM automatically. Reps stop wasting 15 minutes after every call writing notes that nobody reads. Integration with your phone system, email, and calendar means the CRM stays current even when your team doesn't think about it.
Reporting & Pipeline Visibility
Automated dashboards that show real pipeline health - not whatever your reps remembered to update last Thursday. Conversion rates by stage, average deal velocity, rep activity, revenue forecasts - all updated in real time based on actual data.
How it works
From leaky pipeline to automated sales machine.
Sales Process Audit
We audit your current sales process end to end. Where do leads come from? What does your pipeline look like? Where are deals stalling? What are reps doing manually that could be automated? Where is data falling through the cracks?
Pipeline Mapping
We map out your ideal automated pipeline - from first touch to closed deal - and identify every trigger, action, and integration needed to make it work. You'll see the full picture before we build anything.
Build & Configure
We build it inside your existing CRM. Lead scoring rules, assignment logic, follow-up sequences, stage automations, reporting dashboards - all connected to the tools you already use.
Live Testing & Training
We test with live leads, train your team on what changed (and what they can stop doing manually), and dial in the sequences based on real performance data.
Ongoing Optimization
We monitor conversion rates, tweak sequences, adjust lead scoring, and add new automations as your process evolves. The first build is never the last - your pipeline should get smarter over time.
Technology stack
We build inside whatever CRM you're already running.
No rip-and-replace. We work with your existing tools and wire everything together so data flows, follow-ups fire, and your pipeline stays accurate without extra effort from your team.
CRMs
HubSpot, Salesforce, Pipedrive, Zoho, Close, GoHighLevel
Automation Platforms
Make, n8n, Zapier, custom API integrations
Email & Outreach
Gmail, Outlook, Mailchimp, ActiveCampaign, Instantly
Phone & Communication
Aircall, RingCentral, Twilio, Slack, Intercom
Enrichment & Data
Clearbit, Apollo, ZoomInfo, LinkedIn Sales Navigator
Billing & Onboarding
Stripe, QuickBooks, PandaDoc, DocuSign, Calendly
Custom: When your CRM's native features hit a wall, we build custom integrations and API connections that do exactly what you need - no workarounds, no duct tape.
Industry applications
Sales automation that fits how you sell.
B2B Services & Agencies
Automate lead qualification, proposal follow-ups, and client onboarding handoffs. Connect your CRM to your project management tool so closed deals automatically spin up new client workspaces.
Real Estate
Route new listing inquiries to the right agent, trigger drip campaigns by property type or buyer stage, and automate showing follow-ups so leads don't go cold between open houses.
SaaS & Tech
Score product-qualified leads based on usage data, trigger sales outreach when trial users hit key milestones, and automate expansion revenue workflows when existing accounts hit usage thresholds.
Who this is for
This is a good fit if...
- Your reps are spending more time updating the CRM than actually selling
- Leads are falling through the cracks because nobody follows up fast enough
- Your pipeline doesn't reflect reality and you're making decisions on stale data
This probably isn't the right service if you're pre-revenue with no sales process to automate, or if you're looking for someone to just set up a basic Zapier integration. We're built for businesses that have leads coming in and deals in motion - and want the CRM to keep pace.
What clients typically see
The numbers after the first 90 days.
2–3 weeks
until follow-ups start happening automatically and leads stop slipping through cracks. The first improvement most teams notice.
60–90 days
for bigger pipeline and conversion improvements to show up as data gets cleaner and sequences get refined.
50%+
less time spent on CRM data entry and admin. Reps sell more because the busywork handles itself.
Zero
leads lost to missed follow-ups. When the system handles outreach, nothing sits in a queue waiting for someone to remember.
These are representative ranges based on typical engagements, not guarantees. Every business is different - we'll give you honest projections during discovery.
FAQ
Common questions about sales & CRM automation.
Which CRMs do you work with?
HubSpot, Salesforce, Pipedrive, Zoho, Close, and GoHighLevel are the ones we work with most. If you're on something else, chances are we can still build on it - we'll tell you upfront if there are limitations.
We already have a CRM but nobody uses it properly. Can you fix that?
That's actually the most common situation we walk into. The answer is usually not more training - it's removing the manual work that makes people avoid the CRM in the first place. When the system updates itself, adoption stops being a problem.
How long until we see results?
Most teams notice a difference within the first two to three weeks - mainly because follow-ups start happening automatically and leads stop slipping through cracks. The bigger pipeline and conversion improvements usually show up within 60 to 90 days as the data gets cleaner and sequences get refined.
Will this replace our sales team?
No. It replaces the admin work your sales team hates doing. Reps spend more time actually selling and less time updating fields, writing follow-up emails, and building reports. The automation handles the busywork so your team can focus on conversations.
Can you automate our outbound prospecting too?
Yes, to a degree. We can build sequences for cold outreach, automate LinkedIn connection workflows, and set up multi-channel cadences. We'll be clear about where automation helps and where it starts hurting deliverability or feeling spammy.
What if our sales process is kind of a mess right now?
That's fine - honestly, that's most of our clients. The audit phase exists specifically for this. We help you define a clean process first, then automate it. Automating a broken process just breaks things faster.
Do we need to switch CRMs?
Almost never. We build on what you have. The only time we'd suggest a switch is if your current CRM genuinely can't support what you need, and even then we'll weigh the migration cost against the benefit before recommending it.
Your pipeline shouldn't depend on your reps remembering to follow up.
Let's look at your current sales process and figure out what should be running on autopilot. We'll audit your CRM, map out the gaps, and show you exactly what we can automate. No pitch deck. No pressure.
Or reach out directly at hello@highground.ai