--- title: "CRM & Sales Automation: Follow Up Faster and Close More Deals | Softpers" description: "Automate lead capture, follow-ups, meeting booking and CRM updates in HubSpot, Salesforce, Pipedrive or GoHighLevel. AI keeps your pipeline clean so your sales team can focus on selling." url: "https://softpers.com/services/crm-sales" --- Automations · CRM & Sales Automation # Every lead followed up. Every time. We automate the busywork around sales: capturing leads, sending follow-ups, booking meetings and keeping your CRM up to date. Your team spends its time selling. Book a free call See how it works - **Live in**: 1–4 weeks - **Starts from**: $3k - **Works with**: Your current CRM What changes ## What changes when sales admin runs itself Today New leads wait hours, or days, for a reply. With automation Every lead gets a fast, personal reply, even at night. Today Follow-ups depend on someone remembering. With automation Follow-ups go out on time until the lead replies. Today The CRM is out of date, so nobody trusts it. With automation Your CRM updates itself, so forecasts are real. What we do ## Sales automation that helps your team sell more We work inside the CRM you already use, so there's nothing new for your team to learn. ### Lead capture Leads from your website, ads, email and chat land in your CRM instantly. ### Lead scoring AI ranks leads by how likely they are to buy, so reps call the best first. ### Follow-up sequences Personal emails and messages that stop when the lead replies. ### Meeting booking Leads book straight into your reps' calendars, with reminders. ### CRM clean-up Duplicates merged, fields filled and records kept up to date. ### Pipeline reports A clear view of deals, forecast and team activity, every week. How it works ## From missed leads to a pipeline that moves itself 1. 1 ### Discovery call Walk us through your sales process. Estimate within 24 hours. Free · 30 min 2. 2 ### Audit your CRM We review your pipeline, data and where leads get stuck. 2–3 days 3. 3 ### Build We set up capture, follow-ups, booking and reports. 1–3 weeks 4. 4 ### Launch We go live, train your reps and watch the first leads. About 1 week 5. 5 ### Warranty 30 days of fixes and tweaks after launch, included. 30 days Why speed matters ## The first business to reply often wins the deal Leads go cold fast. Automation makes sure every lead hears back quickly and gets followed up properly, without adding work for your team. **Minutes** not hours, to reply to new leads Around the clock **Every lead** followed up until they reply Nothing slips **1 CRM** your team can finally trust Clean, current data Your numbers ## How much time goes into sales admin? Count the hours your team spends updating the CRM and chasing follow-ups. Move the sliders. **520** hours a year that could go to selling **$20,800** what sales admin costs each year This doesn't count deals lost to slow follow-up. We'll look at that on your free call. ### What you get - Lead capture from every channel - AI lead scoring and routing - Automated follow-up sequences - Meeting booking with reminders - A clean, de-duplicated CRM - 30-day warranty and full ownership CRMs we work with ## Your CRM, working harder We automate the CRM you already have, or help you choose one if you're starting fresh. HubSpot Salesforce Pipedrive GoHighLevel Zoho CRM Calendly Gmail Outlook Who it's for ## Teams that live and die by follow-up Sales teams and owners who know leads are slipping through the cracks. B2B sales teams Agencies Real estate Home services SaaS Mortgage & finance FAQ ## CRM and sales automation questions, answered **What is CRM automation?** It's setting up your CRM so routine work happens on its own: new leads are added, follow-ups are sent, meetings are booked and records stay up to date. **Which CRMs do you work with?** HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho and most others with an API. We work inside the one you already use. **Will automated emails feel robotic?** No. AI writes each message using what we know about the lead, in your tone of voice. Your team can review messages before they go out if you prefer. **How much does it cost?** Automation projects start from $3k and usually take 1–4 weeks. You get a fixed-price estimate within 24 hours of your discovery call. **Can you clean up our existing CRM data?** Yes. We merge duplicates, fill in missing fields and set rules so it stays clean. **Is our data safe?** Yes. We sign an NDA, and a DPA where needed. Automations run in your own accounts, and your data is never used to train AI models. By industry ## Industries we build this for Guides and real numbers from crm & sales automation work in businesses like yours. [See every industry](https://softpers.com/blog/industries) Industry **Construction and home services** Contractors, roofers and the trades *Guides coming soon* Industry **Insurance** Agencies, MGAs, carriers, claims and benefits brokers *Guides coming soon* Industry **Logistics and freight** Brokers, forwarders, carriers and 3PL warehouses *Guides coming soon* Industry **Mortgage and lending** Brokers, lenders, servicers and title companies *Guides coming soon* Keep exploring ## Pair sales automation with [AI & Data Innovation **AI Chatbots** Answer and qualify website visitors 24/7. *Explore AI Chatbots →*](https://softpers.com/services/ai-chatbots) [AI & Data Innovation **Voice AI** Answer every call and book meetings by phone. *Explore Voice AI →*](https://softpers.com/services/voice-ai) [Automations **Reports & Dashboards** Pipeline numbers delivered to you automatically. *Explore Reports & Dashboards →*](https://softpers.com/services/reports-dashboards) ## How many leads slip through each month? Book a free 30-minute call. We'll look at your sales process and show you where automation helps most. Book a free call or send us a message