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Smie.ai/AI automation & integrations/02 · CRM automation

The CRM that works itself

The outcome: leads that come in, get qualified, routed to the right rep and followed up automatically, so every valuable enquiry gets an owner the moment it lands.

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What we do

HubSpot as an engine

A CRM quickly becomes an expensive contact list if the flows inside it are done by hand. Reps type the same thing twice, leads slip through the cracks, and follow-up depends on someone remembering. We set HubSpot up so the pipeline moves itself, and reps spend their time selling.
CAP 01

Pipeline on autopilot

Deal stages, tasks and follow-up that move themselves as a deal progresses, with no manual dragging of cards.

  • Pipeline and deal-stage automation
  • Tasks and reminders triggered by activity
  • Lifecycle and lead-nurture flows
  • Follow-up triggered automatically by activity
CAP 02

Lead routing and scoring

New leads are qualified, scored and assigned to the right person automatically, so every enquiry gets an owner.

  • Lead scoring on the signals that predict a sale
  • Routing and assignment to the right rep
  • Enrichment and cleanup of incoming data
  • Alert to the rep the moment a warm lead lands
CAP 03

Clean sync with the rest of the stack

HubSpot connected to ecommerce, accounting and marketing, so customer data agrees across the systems.

  • Two-way sync without duplicates
  • Reconciled against ecommerce and accounting
  • Consistent customer data across systems
  • Documented data flows you can trace
Contact

Talk to the person who builds.

Tell us what you are trying to do. We will tell you whether an audit is worth it for you, and what the next step is.

jonathan@smie.ai → +47 909 29 719
Email
jonathan@smie.ai
Phone
+47 909 29 719
Company
Operated by Greenside AS · org.nr 926 877 003