CRM & Lead Handling Automation

Capture every lead, route it correctly, and keep your pipeline moving without manual effort.

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The Problem

Most businesses have a CRM but still manage leads manually — copying enquiries in by hand, updating pipeline stages when they remember, and relying on one person to keep the data accurate. The CRM becomes a chore instead of an asset.

What We Build

We connect your lead sources to your CRM automatically and set up pipeline workflows that move leads through stages based on real activity — meetings booked, quotes sent, responses received. Leads are captured, assigned, updated, and followed up without your team needing to remember.

Who It's For

  • Sales teams managing high inbound lead volume
  • Service businesses receiving leads from multiple channels
  • Agencies tracking client pipeline and proposals
  • Any business currently updating CRM by hand or not at all

How It Works

01

Connect Every Lead Source

Web forms, WhatsApp, email, phone, social ads — every enquiry flows into your CRM automatically, with no manual entry required.

02

Assign to the Right Person

New leads are routed based on rules you define — service type, location, deal value, or source.

03

Move Through the Pipeline Automatically

Pipeline stages update based on real actions: a meeting booked, a quote sent, a response received.

04

Alert When Attention Is Needed

Your team gets notified when a lead needs a human touch — not after it has already gone cold.

Tools & Integrations

HubSpot CRMPipedriveGoogle Sheets (for businesses not yet on a CRM)WhatsApp Business APIFacebook Lead AdsTypeform / Jotform

Common Questions

Is your CRM up to date right now?

If the honest answer is no, tell us how your leads come in and we will show you how to fix it.

CRM & Lead Handling Automation — Fixitline