CRM
CRM Automation That Works While You Grow
Tired of updating pipelines, chasing follow-ups, or cleaning up CRM chaos? Amplifi builds CRM automation systems that capture data, assign tasks, and drive deals forward automatically.
What Is CRM Automation?
CRM automation replaces repetitive admin with smart systems that sync data and assign leads.
From capturing new contacts and enriching data, to logging deals, notifying reps, and scheduling follow-ups we build CRM workflows that integrate with your tools and match your sales process.
- Less time updating
- More time selling
- Trigger actions in real-time
Workflows We Build
Use one or link them together to build a complete, scalable CRM system
Workflow
Description
New lead → CRM auto-creation
- Auto-create or update leads
- Works from forms, chat, or outreach tools
- Removes manual entry
CRM hygiene flows
- Detect and merge duplicates
- Auto-enrich lead data
- Maintain clean, reliable CRM
Follow-up task triggers
- Auto-create tasks and reminders
- Alerts via Slack if deals go cold
- Ensures timely follow-ups
Email + SMS touchpoints
- Trigger messages by lead stage
- Supports Gmail, Outlook, and SMS
- Keeps leads engaged
CRM-to-Slack alerts
- Alerts for deal changes and replies
- Notifies overdue follow-ups
- Keeps reps informed instantly
Tools We Work With
Sales Tools
Calendly, Apollo, Clay, Clearbits
CRM
HubSpot, Pipedrive, Airtable, Salesforce
Messaging
Slack, Gmail, Outlook, Intercom
Automation
Zapier, Make.com, n8n, Webhooks
Artificial Intelligence
OpenAI, Claude, GPT-based task and email flows
Custom stack? If it has an API, we can automate it
Client Snapshot
Our CRM used to be a mess. Now it tracks every lead, nudges us to follow up, and updates our pipeline automatically. We’re closing faster and following up smarter
Head of Revenue, Consulting Firm in Melbourne
Why Use Amplifi Instead of DIY Tools?
DIY CRM Setups
Manual entry, no logic
Reliant on basic CRM rules
Tools don’t talk to each other
Breaks with team growth
AMPLIFI DONE-FOR-YOU
Automated lead capture and updates
Custom workflows with full logic + triggers
Fully integrated across tools and teams
Built to scale with your stack and sales process
Let’s Build Your CRM Engine
Ditch the admin. Sync your stack. Follow up automatically. Let’s make your CRM the smartest part of your sales team.
FAQs
Can we connect this with marketing tools like Mailchimp or Meta?
Absolutely. We can sync your CRM with inbound tools, ad platforms, and email systems
Will this work with our current CRM?
Yes. We build automation in or around your existing CRM or help you migrate if it’s time for an upgrade.
Can we add lead scoring or AI follow-ups later?
Of course. Everything we create is modular. Start with the essentials, grow as your sales team grows.