Automated CRM setup
Automated CRM Setup That Actually Works for Your Workflow
No more messy pipelines. No more manual data entry. Just a CRM that runs itself. We don’t just set up CRMs we automate them from Day 1 so your team saves time, sees everything, and stays on track.
Why Automate Your CRM Setup?
Most CRM setups fail not because of the platform, but because no one wants to use it. Manual CRMs = Cluttered pipelines, Forgotten follow-ups, Leads falling through the cracks.
With Amplifi’s automated CRM setup, you get:
- A clean, intuitive structure mapped to your actual sales process
- Automations that create, update, and sync data across your stack
- Triggers, alerts, and AI follow-ups that help reps closenot click
We turn your CRM into a system your team actually wants to use.
How It Works
Here’s how we deliver a fully automated CRM setup from start to finish:
Audit your current process
Understand how leads are captured, tracked, qualified, and handed off.
Choose the right CRM (or clean up yours)
HubSpot, Pipedrive, Salesforce, Airtable we build around your tools or help you migrate.
Design your sales & marketing pipeline
Custom stages, properties, automation triggers, lead statuses, and team views.
Automate everything
Lead creation, deal updates, task reminders, follow-ups, enrichment, and handoffs.
Connect your stack
Link to Slack, email, forms, scheduling, invoicing, and reporting tools.
Tool Stack We Use
OpenAI (GPT) / Claude
AI follow-ups, notes, and task generation
n8n / Zapier / Make
Automation engine for syncing & logic
HubSpot / Pipedrive / Salesforce / Zoho / Airtable
CRM platforms we set up & automate
Calendly / Looker / Google Sheets
Scheduling + Reporting integrations
Slack / Gmail / Outlook / Notion / Tally
Integrations for communication & visibility
We design the system to work with your team, not overwhelm them with complexity.
What You’ll Save or Gain
10+ hours saved per rep per week
Zero leads lost in the pipeline
A CRM that reflects your actual sales cycle
Instant visibility into deal status, activity, and next steps
Amplifi transformed our CRM from a static database into a fully-automated system. Now we just focus on closing.
Director of Sales, B2B SaaS
FAQs
Can you work with our existing CRM?
Yes. We can clean up, automate, and scale what you already use or help you migrate to something better.
What if we’re just getting started?
Perfect. We’ll build your CRM from scratch designed around your current team and goals.
Do you include AI features?
Absolutely. We can automate follow-up messages, meeting notes, and even lead summaries using GPT.
Let Amplifi Build Your CRM and Automate It From Day One
We’ll turn your CRM into the central nervous system of your business connected, clean, and closing-ready.