Skip to content
Platforms

CRM automation on the platform you already run.

You don't need a new CRM to stop losing leads. We build the automation inside the one you already pay for, and only suggest a switch when it's genuinely holding you back.

Free · 30 minutes · Written Leak Map in 48 hours · No obligation

Works with the tools you already use
HubSpot
Salesforce
Zoho
Mailchimp
Zapier
n8n
Airtable
Slack
Notion
Stripe
Twilio
Google Cloud
OpenAI
Shopify
WordPress
Cloudflare
GitHub
Vercel
Supabase
Firebase
Calendly
WhatsApp
Make
Meta
Google Ads
Gmail
Zendesk
Intercom
QuickBooks
Asana
ClickUp
Trello
Claude
Gemini
Replit
ElevenLabs
GoHighLevel
Pipedrive
Monday.com
Apollo
Clay
Platforms

Pick your CRM

Pipedrive automation

Pipedrive is one of the simplest CRMs to look at and one of the easiest to leave under-automated.

Monday.com automation

Monday's flexibility is what makes it appealing, and what makes most CRM boards drift into chaos.

How it works

From leak audit to fixed in 14 days

See the full process
  1. Step 1: Audit

    Day 1

    A 30-minute call where we trace one lead through your forms, CRM, inbox, and calendar.

    Your part30 minutes, no prep
  2. Step 2: Leak Map

    Within 48h

    A written map of every leak, what it costs you each month, and the fix.

    Your partRead it, keep it
  3. Step 3: Flow Fix

    14 days

    Your 14-day leak fix. We build the fixes in your CRM, connect your tools, and test everything before it goes live.

    Your partOne kickoff call
  4. Step 4: Monthly Tune-Up

    Monthly

    We watch for new leaks and adjust the system as your business grows.

    Your partOptional, cancel anytime
Client results

What changed for our clients

FAQ

Common questions

Do we need to switch CRMs to work with you?

No. Most of our work happens inside the CRM a business already runs. We only recommend switching when the current one is genuinely the bottleneck, and then we handle the migration with nothing lost.

What if our CRM isn't listed here?

These are the platforms we see most often, not the only ones we work with. If yours isn't listed, the same services still apply. Ask about it on your free Lead Leak Audit.

Do you recommend one platform over the others?

It depends on the business, not a default preference. The Lead Leak Audit looks at your process, team size, and budget before any platform recommendation.

Do we keep ownership of our account?

Yes. Everything we build stays in your own account and belongs to you. We work with the access you give us, and you can remove it anytime.

Stop losing leads you already paid for

Book a free 30-minute Lead Leak Audit. Your written Leak Map arrives within 48 hours, yours to keep.

We take on 4 new clients a month, so every build gets full attention.