The Automation Agency
Leads, quotes & pipeline · UK

Every lead logged,
every quote chased. Without anyone remembering to.

A CRM is only useful if it is actually kept up to date, and in most businesses it is not — leads sit in an inbox for two days, deal stages get forgotten, and half the team works from memory instead of the record. That is not really a CRM problem, it is a data-entry problem. We connect the customer system you already use — HubSpot, Pipedrive, Airtable or almost any other — to your forms, inbox, messaging and invoicing, so the record updates the moment something happens.

Who we build for
We build CRM automation for UK sales and service teams whose CRM is only as current as the last person who remembered to update it.
What we take off people
We connect the CRM you already use — HubSpot, Pipedrive, Airtable or anything with an API — to your forms, inbox, calendar and invoicing, so records, deal stages and follow-ups update themselves.
What it costs to start
Our fixed prices start at £300 for a chatbot and £500 for a single automation; a whole process built end to end starts at £3,000, and the written Process Audit is £1,500, credited against a custom build.
Where we are
We are based in Chesterfield, Derbyshire, and work with clients across the UK, with in-person kickoffs anywhere in the East Midlands.
The problem

Why this keeps happening.

A CRM is only useful if it's actually kept up to date, and in most businesses it isn't — leads sit in an inbox for two days before anyone adds them, deal stages get forgotten, and half the team works from memory instead of the record. That isn't really a CRM problem, it's a data-entry problem, and it's exactly what automation removes: the record updates the moment the trigger happens, not whenever someone remembers to open the tab.

What we build

Example workflows

  1. 01

    New website enquiry or form submission → lead created in your CRM automatically, tagged with its source and assigned to the right person

  2. 02

    Deal moves to "won" → invoice generated, onboarding tasks created, welcome email sent, with nobody having to remember the steps

  3. 03

    WhatsApp or email reply from a customer → logged against their CRM record as a note, so the whole history stays in one place

  4. 04

    Quote sent but not accepted after a set number of days → an automatic reminder, to the salesperson or the customer

  5. 05

    Two systems, one customer → your CRM stays in sync with your invoicing or booking tool, so nobody re-types the same details twice

  6. 06

    Lead scoring based on behaviour or form answers → the CRM sorts the hottest leads to the top automatically

From £500
Proof it works
Marmadbir

Every job, tenant and worker at Marmadbir lives in one system that updates itself — no dispatcher opening a spreadsheet to log who did what. That's the same job CRM automation does for a sales or service team: the record updates the moment something happens, so nobody has to remember to do it by hand.

< 5 min

to bring a new tenant's records fully live, no manual setup

How we count — what this number measures, and what we have not finished checking.

Common questions

Answers before you ask.

Which CRMs do you work with?+

Most of them — HubSpot, Pipedrive and Airtable come up the most, but we've also automated Zoho, Close, and CRMs built in-house on a spreadsheet or Airtable base. If it has an API, and nearly everything does, we can connect it; if you haven't picked a CRM yet, we'll help you choose one that actually fits rather than the one with the biggest marketing budget.

How much does CRM automation cost?+

One automation — new enquiries creating CRM records on their own, say — is from £500, fixed price. Fixed price, agreed before we start. You own the code, and nothing is charged monthly unless you later ask for the support plan. Starter builds do not need an audit. The audit is for businesses deciding which bigger system to build first. Multi-step work spanning your CRM, invoicing and messaging is a custom build from £3,000, quoted as one number after a short call.

Do we need to switch CRM to get this?+

Almost never. We build around whatever you already use — ripping out a CRM your team already knows is usually more disruptive than the automation is worth. The exception is if what you have genuinely can't do the job (no API, no way to trigger anything), in which case we'll say so honestly before you spend a penny.

Can you migrate our data into a new CRM?+

Yes — cleaning up and importing existing records is often the first job, especially if you're moving off spreadsheets or a CRM that's been badly set up over the years. We'll flag duplicates and dead data on the way through, rather than just copying the mess into a shinier system.

How long does CRM automation take to set up?+

A single automation, like new-enquiry-to-CRM-record, usually takes a few days from the scoping call to going live. Bigger builds connecting several systems typically take one to three weeks, and the timeline is agreed upfront as part of the fixed quote.

Related services
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Pick a slot below and we'll talk through your business — what's worth automating, what isn't, and what it would cost. Prefer email? Use the form.

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01246 923041

Mon–Fri, 9am–5.30pm

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You don't need a technical plan. Describe what your team does now and what you'd like to happen instead, in your own words. We reply within 24 hours.

A useful first message answers four things:

  1. What does someone on your team do by hand at the moment?
  2. Which software does it involve? Email, spreadsheets, your accounts package — whatever you use.
  3. What would you like to happen on its own instead?
  4. What should a person still check before it goes out?

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