Zoho, HubSpot, Salesforce Automation
Automate your CRM workflows and supercharge your sales, marketing, and support teams.
Key Features
Lead Capture & Routing
Automatically capture leads from web forms, emails, and social media, and route them to the right sales reps.
Task Automation
Automate repetitive tasks like follow-ups, reminders, and data entry to boost productivity.
Email & Campaign Automation
Send personalized emails and automate marketing campaigns based on triggers and customer behavior.
Analytics & Reporting
Get real-time insights into your sales pipeline, marketing performance, and customer engagement.
Integrations
Connect your CRM with other tools like Slack, Google Workspace, and accounting software.
Our CRM Automation Process
Step 1
Discovery & Audit
We analyze your current CRM setup and identify automation opportunities.
Step 2
Workflow Design
We design custom workflows tailored to your business processes and goals.
Step 3
Automation Implementation
We configure, test, and deploy automations in your CRM platform.
Step 4
Training & Optimization
We train your team and continuously optimize automations for maximum ROI.
Popular Use Cases
Marketing Automation
Automate lead nurturing, email campaigns, and customer segmentation.
Sales Pipeline Automation
Track deals, automate follow-ups, and close more sales with less manual effort.
Support Ticket Routing
Automatically assign support tickets to the right agents based on rules and priorities.
Data Sync & Integration
Keep your CRM data in sync with other business tools and databases.
Technologies We Use
What Our Clients Say
“ColtriMar automated our entire sales pipeline in HubSpot. Our team is now twice as productive!”
“The Zoho CRM automations have saved us hours every week. Highly recommend their team!”
Frequently Asked Questions
Can you automate custom workflows in our CRM?
Yes! We design and implement custom automations tailored to your business needs.
Do you support all major CRM platforms?
We specialize in Zoho, HubSpot, and Salesforce, but can work with other CRMs as well.
Is our data secure?
We follow best practices for data security, privacy, and compliance in all integrations.
Can you integrate our CRM with other tools?
Absolutely! We connect CRMs with marketing, support, and productivity tools.
Ready to Automate Your CRM?
Let’s discuss your CRM automation needs and unlock new productivity for your team.