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Automation Services

CRM & AI Automation Built as One System

CRM without AI is just a database. AI without CRM context fires blind. Together they form a complete growth system — one that captures leads, qualifies them automatically, follows up intelligently, and reports on everything without manual work.

We build both. Sweden-managed, Nepal-built, starting from €1,500.

100+
Systems delivered
98%
Project success
3.2x
Average ROI
24/7
Automated operation
Part 1

CRM Automation

A clean, well-configured CRM is the foundation of every growth system. We set it up, automate the pipeline, and connect it to the tools your team already uses.

HubSpotPipedriveMerkollGoHighLevel

CRM setup & pipeline design

HubSpot, Pipedrive, or custom CRM configured around your actual sales process — not a generic template. Stages, owners, deal fields, and reporting set up correctly from day one.

HubSpotPipedriveCustom CRM

Pipeline automation

Automatically move deals between stages, assign tasks, trigger notifications, and create follow-up reminders based on deal activity. Your pipeline stays clean without manual updates.

Stage triggersTask automationDeal routing

Email nurture sequences

Automated welcome flows, follow-up sequences, re-engagement campaigns, and onboarding emails. Built in your CRM so activity is tracked and suppressed on reply.

Welcome flowsFollow-upRe-engagement

CRM reporting & dashboards

Pipeline health, conversion rates, response times, revenue forecast — all visible in a single dashboard. Weekly reports delivered to your inbox automatically.

Pipeline healthConversion trackingAuto-reports
Part 2

AI Workflow Automation

AI agents handle the tasks that require judgment — qualifying leads, writing personalised follow-ups, enriching data, and generating reports. They run 24/7 and get better with every interaction.

OpenAI GPT-4ClaudeLangChainMake

AI lead qualification agent

Automatically scores every inbound lead against your ideal customer profile using AI. Hot leads are routed to sales instantly. Unqualified leads are placed into a nurture sequence.

Instant scoringAutomatic routingAny lead source

AI follow-up automation

Trigger personalised follow-up emails and messages based on lead behaviour — not a fixed schedule. AI drafts responses based on context from your CRM. Stops automatically on reply.

Behaviour-triggeredPersonalised copyStops on reply

CRM enrichment automation

Automatically enrich contact records with company size, industry, LinkedIn data, and intent signals. Your CRM stays accurate without anyone doing manual research.

Auto-enriched recordsIntent signalsCleaner data

AI customer service assistant

Handle common support queries, classify tickets, draft responses, and escalate complex issues. Runs 24/7 across email and chat. Integrated directly into your CRM.

24/7 responseTicket classificationHuman escalation
The complete system

How CRM and AI work together

Each one makes the other more powerful. This is what the combined system looks like in practice.

1

Lead arrives

CRM

CRM captures the lead, assigns it to the right owner, and triggers a task

AI

AI scores the lead against your ICP and adds qualification notes to the record

2

No response after 48h

CRM

CRM detects no activity and triggers a follow-up workflow

AI

AI drafts a personalised follow-up email based on the lead's industry and CRM data

3

Lead goes cold

CRM

CRM moves the deal to a nurture stage automatically

AI

AI re-engagement sequence activates — personalised content based on their original interest

4

Deal closes

CRM

CRM updates pipeline, triggers onboarding tasks, and logs revenue

AI

AI generates a win summary and updates the contact record with deal insights

How we work

From first call to live system in 4–8 weeks.

01

Automation audit

We map your current workflows and identify the highest-impact automations for your stage. One focused call.

02

System design

CRM architecture, automation logic, AI agent design, and integrations all scoped and approved before any code.

03

Build & integrate

Our engineers build and connect everything to your existing tools. You review before anything goes live.

04

Launch & optimise

We deploy, monitor closely, and fine-tune based on real data. Monthly optimisation available ongoing.

Tools & platforms

CRM

HubSpotPipedriveMerkollGoHighLevel

AI

OpenAI GPT-4Anthropic ClaudeLangChain

Automation

Make (Integromat)Zapiern8n

Stack

PythonNode.jsREST APIsWebhooks

Results

What clients see after implementation

3.2x average return on investment across automation projects

10–20 hours of manual work eliminated per team member per week

Lead response time reduced from hours to under 5 minutes

60–75% lower cost vs hiring a dedicated automation specialist

Client outcome

"The CRM automation meant our sales team stopped doing admin. The AI qualification system cut time-to-first-contact from a day to under five minutes. We closed 40% more deals the quarter after launch."
MD

Managing Director

B2B services company, Sweden

94%
Client satisfaction
€1,500
Starting from
4–8 wks
To live system

Common questions

Do I need both CRM and AI automation?

Most B2B companies benefit from both. CRM handles structured workflow logic — pipeline stages, task assignment, email sequences. AI handles tasks that need language understanding — lead qualification, personalised follow-up, data enrichment. Together they form a complete system. We'll tell you honestly if only one makes sense for your stage.

Which CRM platforms do you work with?

Primarily HubSpot, Pipedrive, and our own Merkoll platform. We also work with GoHighLevel and Zoho, and can connect most CRMs via API. We recommend the right platform for your process and budget — not the most expensive one.

How long does implementation take?

CRM automation: 2–4 weeks. AI automation: 2–6 weeks. Combined system: 4–8 weeks depending on scope. We scope in detail before starting so there are no timeline surprises.

How much does it cost?

CRM setup and automation starts from €1,500. AI workflow projects start from €1,500. A combined CRM + AI growth system typically ranges from €3,000 to €8,000. Book a free audit call for a scoped estimate specific to your situation.

Do I need a technical team in-house?

No. We handle everything. You need no developers, data scientists, or AI expertise. We work with your existing tools and hand over a system your team can operate from day one.

What happens after the build is done?

We monitor the first two weeks closely, fine-tune based on real data, and hand over documentation. We also offer ongoing monthly optimisation retainers if you want us to keep improving performance after launch.

Ready to automate?

Book a free automation audit

We will map your current workflows, identify the highest-impact CRM and AI automations for your stage, and give you a scoped plan — in one 30-minute call. No commitment required.

Sweden-managed · Nepal-built · 98% project success rate · Starting from €1,500

CRM & AI Workflow Automation Services | MoreTech Global | MoreTech Global