CRM & Workflow Automation

CRM & Workflow Automation

Organize every lead and automate the follow-up

We design connected CRM and automation systems that organize leads, streamline follow-up and improve visibility across your sales pipeline, so no opportunity slips through the cracks.

CRM & Automation from $8,000 USD · project
CRM and workflow automation by The House of Solutions
What’s included

A connected system for leads, follow-up and reporting

01

CRM setup & customization

A CRM configured around how your business actually sells.

02

Lead pipeline design

Clear stages so everyone knows where every opportunity stands.

03

Workflow & task automation

Automatic assignments, reminders and updates that save time.

04

Email & follow-up sequences

Timely emails that nurture enquiries without manual effort.

05

Integrations

Connect website forms, email, calendars and the tools you already use.

06

Handover & training

Documentation and walkthroughs so your team can use it confidently.

How it works

A clear process from first call to results

STEP 01

Map your process

We document how leads arrive and move to becoming customers.

STEP 02

Design the pipeline

We plan stages, fields, automations and reports.

STEP 03

Build & integrate

We set up the CRM, automations and integrations.

STEP 04

Train & refine

We hand over, train your team and improve based on use.

Who this is for

  • Businesses where follow-ups get missed
  • Teams with leads spread across inboxes and spreadsheets
  • Growing companies outgrowing manual processes
  • Sales teams that need clearer pipeline visibility

What you get

  • One organized place for leads and customers
  • Faster, more consistent follow-up
  • Less manual data entry
  • Clear reporting on your pipeline
FAQ

CRM & Workflow Automation questions

What is CRM automation?

CRM automation handles routine sales and customer tasks automatically, such as adding leads, assigning follow-ups and sending emails. Read what CRM automation is.

Which CRM do you use?

We recommend a CRM based on your needs, team size, budget and existing tools.

Can you connect my website forms to a CRM?

Yes. Website enquiries can create contacts automatically and notify the right person.

How much does CRM automation cost?

CRM & automation projects start from $8,000 USD. Scope and investment are confirmed after a discovery call.

Ready to stop losing leads to manual processes?

Tell us about your business and goals. We’ll recommend the clearest next step.

Book a Free Consultation