CRM Configuration
CRM Configuration That Aligns With How You Actually Work
Your CRM should make sales easiernot harder. Amplifi configures your CRM to match your pipeline, automate your processes, and connect your entire sales ecosystem without the tech headaches.
What Is CRM Configuration?
Out-of-the-box CRMs rarely work how your business does.
Amplifi configures and customises your CRM so it reflects your sales process, integrates with your tools, and supports automation from day one. No more manual data entry, broken handoffs, or unused features.
- CRM tailored process
- Seamless tool integration
- Automation from day one
Workflows We Build
Choose one or build a full end-to-end system. We customise based on your goals and stack.
Workflow
Description
Pipeline setup & stage mapping
- Custom deal stages
- Funnel-specific rules
Lead scraping + enrichment flows
- Auto lead creation
- Multi-source capture
Task & follow-up automation
- Trigger reminders
- Auto follow-ups
Team permissions & views
- Role-based access
- Custom dashboards
CRM + calendar integration
- Sync meetings/events
- Share notes live
Tools We Work With
CRM Platforms
HubSpot, Airtable, Salesforce, Pipedrive, Zoho CRM
Lead Sources
Webflow, Typeform, Meta Ads, Calendly, Intercom
Calendars & Messaging
Google Calendar, Outlook, Slack, Gmail
Automation Platforms
Zapier, Make, n8n, Webhooks
Enrichment
Clearbit, Apollo, Clay, Hunter.io
Don’t see your stack? If it has an API, we can integrate it.
Client Snapshot
We were barely using our CRM before. Now it’s a living system that tracks everything, sends alerts, and actually helps our team close deals faster.
Sales Manager, B2B Software Provider, Perth
Why Use Amplifi Instead of DIY Tools?
DIY TOOLS ONLY
One-size-fits-all templates
Poor visibility into deal stages
Manual entry & follow-ups
CRM used by 1–2 people
AMPLIFI DONE-FOR-YOU
Custom pipeline, field, and automation setup
Clear dashboards, filtered views, and live updates
Automated workflows triggered by real behaviour
Team-wide adoption with tailored permissions & training
Let’s Build a CRM That Works for Your Business
Whether you’re launching your first CRM or overhauling a messy one, we’ll configure a system that supports your growth not slows it down.
FAQs
Do you help us choose the right CRM or work with our current one?
Both. If you already have a CRM, we’ll optimise it. If not, we’ll recommend and implement the best platform for your business.
Can we automate tasks or follow-ups?
Yes we set up full workflows to trigger tasks, reminders, emails, or alerts based on actions, pipeline stages, or lead scores.
Can you connect our CRM to marketing or booking tools?
Yes we integrate with lead capture forms, calendars, email marketing platforms, and ads to ensure everything flows in and out smoothly.