Stop Losing Leads
and Wasting Hours on Manual CRM Work
We design and implement custom CRM automation systems that capture every lead, automate follow-ups, and keep your pipeline moving — so nothing slips through the cracks.
We'll review your CRM, identify gaps, and show you exactly what to fix.
Works with Pipedrive · HubSpot · WhatsApp API · Zapier · Go High Level · Aircall
Trusted integrations we work with
If your CRM looks like this, you're losing money
We design clean, reliable CRM systems tailored to your workflow — eliminating manual work and ensuring every lead is captured, tracked, and followed up automatically.
We Don't Replace Your CRM —
We Make It 10x Smarter
Each system is custom-built for your exact workflow, then handed over fully operational. You keep your existing tools — we add the automation layer that makes them work together.
WhatsApp API Integration
Reply to every inquiry in seconds — automatically. With 95%+ open rates, WhatsApp turns cold leads into booked appointments before your competitor picks up the phone.
- Every new lead messaged instantly
- Automated follow-up sequences
- Deals logged to CRM automatically
- Whole team in one shared inbox
Bulk SMS Campaigns
Reach 1,000 leads before your competitor calls one. SMS gets read in under 3 minutes — we build the campaigns, sequences, and automations that turn that attention into revenue.
- Campaigns sent while you sleep
- Personalised to each contact
- Automatically stops on reply
- Revenue tracked per campaign
AI-Powered Automation
Qualify leads, respond to enquiries, and score deals 24/7 — without hiring more staff. AI handles the repetitive decisions so your team only talks to people who are ready to buy.
- Hot leads surfaced automatically
- AI responds before you wake up
- Every call summarised instantly
- No more manual lead grading
CRM Setup & Consulting
A CRM your team actually uses. We build the pipeline, automations, and reporting around how you sell — so deals move faster and nothing gets stuck or forgotten.
- Deals never go stale again
- Pipeline built for your sales flow
- Team up and running in days
- You know exactly where every deal stands
Cloud & API Integrations
Stop copy-pasting between apps. We connect your entire stack so data flows automatically — the right information reaches the right person at the right time, every time.
- Zero manual data entry
- All your tools talking to each other
- No more information falling through gaps
- Hours of admin work eliminated
Roofing & Field Service Automation
From first inquiry to paid invoice — fully automated. Estimates sent faster, crews scheduled tighter, and payments collected without chasing. Win more jobs without more overhead.
- Leads quoted before rivals respond
- No-shows cut with auto-reminders
- Invoices created & sent automatically
- More 5-star reviews on autopilot
We build a fully automated CRM system for your business in days —
so you never miss a lead and close more deals without extra work.
CRM Automation Setup
Done in 3–7 days for most businesses. You get a clean, fully automated CRM — not a template, not a generic setup.
We fix messy pipelines, duplicate contacts, and broken stages so your team finally has a CRM they can trust.
Every form, ad, and inquiry automatically creates a deal in your CRM — no manual data entry, ever.
Day 1, Day 3, Day 7 follow-ups run automatically via WhatsApp, SMS, or email — without anyone lifting a finger.
We connect your CRM to your calling tool, messaging app, calendar, or invoicing software — everything talks to everything.
No cookie-cutter setups. Every automation maps to how your team actually sells and works.
We run everything live, fix edge cases, and train your team before handing over a fully operational system.
More Deals Closed.
Less Manual Work.
These aren't mock-ups. Every system below is live, built for a real client, and generating real results. We measure success in revenue gained and hours saved — nothing else.
We Are the Technical Layer
on Top of Your CRM
Pipedrive, HubSpot, Zoho, Salesforce — these are powerful tools. But out of the box they don't talk to WhatsApp, don't auto-score leads, and don't connect to your other apps. That's exactly what we build.
We set up Pipedrive, HubSpot, or Zoho from scratch — pipelines, custom fields, user roles, and data migration included.
We link your CRM to WhatsApp Business API so every lead gets an automated message the moment they enter your pipeline.
GPT-4 lead scoring, AI email drafting, and smart routing — all wired into your existing CRM without replacing it.
Zapier, Make, webhooks, and custom APIs. If two tools need to talk, we build the bridge.
Twilio or Bird SMS campaigns triggered by CRM stage changes, dates, or custom events — fully automated.
Dashboards, reports, and KPIs so you can see exactly what your automation is doing to revenue.
You keep using the tools you already pay for.
We just make them 10× more powerful — and connect them to WhatsApp, AI, and each other.
How We Fix Your CRM
in 3 Steps
Most systems are live within days — not weeks. Here's exactly what happens when you work with us.
A homeowner submits their details from your website or Facebook ad.
- ▸Name, phone, job type, zip code captured instantly
- ▸New deal auto-created in Pipedrive with all fields pre-filled
- ▸Source tag added (Google, Facebook, Referral) automatically
GPT-4 analyzes the job description, location, and budget signals.
- ▸Lead scored 0–100 based on job value, location & urgency
- ▸High scores (75+): Sales rep gets instant Slack + email alert
- ▸Low scores: Enter 30-day nurture sequence automatically
A personalized WhatsApp message goes out from your business number.
- ▸"Hi [Name], got your request for [service]. Our team will call you in 2 hours."
- ▸Customer reply routes directly back into the CRM conversation thread
- ▸If no reply in 4hrs: follow-up message triggers automatically
Day 1–30 follow-ups run without anyone touching a keyboard.
- ▸Day 3: Second WhatsApp + estimate reminder
- ▸Day 7: SMS with limited-time offer
- ▸Day 14: Final check-in + close attempt
- ▸Each reply pauses the sequence and notifies the rep
Once the job is marked Won in Pipedrive:
- ▸Invoice generated and emailed via QuickBooks/Xero
- ▸Job completion WhatsApp sent with review link (Google/Yelp)
- ▸Referral request sent 7 days after job completion
- ▸CRM contact tagged as "Past Customer" for future campaigns
This exact workflow takes 5–7 days to build and test. After that, it runs 24/7 without you.
Book a Free CRM Audit →Every Feature We Actually Build
Not a feature list we hope to add someday. These are the exact capabilities in every automation stack we deliver.
- Auto-create deals from any source
- Stage-change triggered actions
- Stale deal alerts & reminders
- Automatic win/loss logging
- Custom field auto-population
- Duplicate detection & merging
- Instant lead notification messages
- Multi-step follow-up sequences
- Two-way conversation sync to CRM
- Broadcast to segmented contacts
- Template library management
- Read receipt & reply tracking
- GPT-4 lead scoring (0–100)
- AI-drafted email & WhatsApp replies
- Call/meeting summary generation
- Smart priority routing
- Chatbot for pre-qualification
- Sentiment analysis on replies
- Broadcast to 1,000s in one click
- CRM-stage triggered SMS
- Personalization with CRM tokens
- Scheduled campaign delivery
- Delivery & click analytics
- Opt-out handling (TCPA/GDPR)
- Zapier & Make workflow builder
- Custom REST API connections
- Webhook triggers & listeners
- Bidirectional CRM data sync
- Google Sheets / Airtable bridges
- Slack, email & SMS notifications
- Pipeline velocity tracking
- Lead source ROI breakdown
- Automation activity log
- Team response time metrics
- Revenue attribution reports
- Custom KPI dashboard builds
Connect With Any Tool
CRMTION works with 100+ platforms. If it has an API, we can connect it.
Built For Your Industry
We've automated workflows across a wide range of B2B industries.
Lead-to-invoice automation, crew scheduling, and customer follow-up
Pipeline automation, outreach sequences, and CRM hygiene
Patient reminders, appointment booking, and follow-up automation
Lead nurturing, property alerts, and agent-client communication
Shipment tracking notifications, driver coordination, and invoicing
Student onboarding, course reminders, and enrollment automation
What Changes When You
Add CRMTION
Most teams are running on spreadsheets, manual follow-ups, and missed calls. Here's what we fix.
- ✕Leads fall through the cracks — no automatic follow-up
- ✕Sales reps manually copy data between tools
- ✕No idea which leads are hot vs cold
- ✕WhatsApp replies sitting in personal phones
- ✕Stale deals nobody notices for 30–60 days
- ✕Response time: 4+ hours (leads go cold)
- ✕Zero visibility — no reports, no accountability
- ✓Every lead gets a WhatsApp in <2 minutes — automatically
- ✓CRM auto-populates from forms, calls, and WhatsApp
- ✓AI scores every lead 0–100 and routes high-value ones
- ✓All WhatsApp conversations sync to CRM deal thread
- ✓Stale deal alerts fire at 14 days — nothing gets forgotten
- ✓Response SLA tracked per agent (we saw 91.7% compliance)
- ✓10+ live reports: pipeline, win rate, team performance
Not Sure Where to Start?
Get a full expert review of your CRM setup before committing to anything. Most clients save more than the audit costs on day one.
Get a full expert review of your current CRM setup — missed automations, pipeline gaps, and a prioritised fix list — delivered within 24 hours.
Who You Work With
No agencies, no outsourcing. You work directly with the people who build your system.
Hi, I'm Navid — I lead CRMTION and I'm responsible for your results.
I'm a Certified Pipedrive Expert who leads a small, focused team at CRMTION. We work closely with businesses to fix broken processes, automate operations, and make sure no lead is ever lost again. 61 completed jobs on Upwork · 100% Job Success Score · 168+ 5-star reviews on Fiverr.
I've built systems using Pipedrive, Go High Level, HubSpot, WhatsApp Business API, Zapier, Twilio, and Aircall — and I know exactly which automations actually drive revenue versus which ones just look good in demos.
When you work with CRMTION, you work directly with me. No handoffs. No junior staff doing the actual work. Your system is built right, tested, and yours — delivered in 5–7 days.
- Work directly with the founder — no agencies, no handoffs
- Deep CRM + API integration experience across 160+ projects
- Focus on business outcomes, not just software setup
- Clean, reliable systems your team will actually use
- Stays accountable and available even after go-live
Tanjina is CRMTION's Integration & API Specialist — the engineer behind the custom connections that make our clients' tech stacks actually talk to each other. She specialises in Zapier, Make (formerly Integromat), REST APIs, and custom middleware solutions.
When off-the-shelf integrations fall short, Tanjina builds the bridge. Whether it's syncing a custom ERP with Pipedrive, routing form submissions through multi-step Make scenarios, or building webhook handlers that connect any two systems seamlessly — she's the one who makes it work.
- Zapier multi-step workflows
- Make (Integromat) scenarios
- REST API & webhook development
- Custom middleware & data routing
- CRM ↔ third-party app sync
- Error handling & automation monitoring
What Clients Say
After Working With Us
Real reviews from real projects — each one mentioning exactly what we built and what changed.
"Phenomenal work. Navid automated our entire Pipedrive CRM with Zapier and Google Forms — every lead from our website now lands directly in the CRM with follow-up triggered instantly. Absolutely phenomenal."
"Impressive work! Seamlessly automated SMS follow-ups with Pipedrive and JustCall. Every new lead now gets an instant SMS and the team gets notified automatically. Fast, efficient, and highly professional."
"Navid connected our Pipedrive CRM with Aircall so every call is logged automatically and deal stages update on their own. Delivered exactly what was needed, on time. Will definitely be working with him again."
"Navid handles complex projects with great communication and problem-solving skills. He's helped significantly improve the quality and functionality of our automation system. Already on to the next project with him."
Want the same result for your CRM?
Book a free audit and we'll show you what's broken, what's costing you leads, and how to fix it — in plain English.
Book a Free CRM Audit →Your CRM Should Make You Money —
Not Cost You Leads
If your system is manual, messy, or unreliable, you're already losing opportunities. Book a free audit and get a clear plan to fix it.