In depth · A CRM that updates itself

A CRM that updates itself.

A CRM that relied on manual updates, rebuilt so calls, emails and website leads reach the pipeline on their own.

Before
Deals updated by hand, on a good week
Leads lost somewhere in an inbox
After
Calls and emails logged automatically
Website leads land straight in the pipeline

The problem

Deals were updated by hand, and only in a good week. Leads from the website arrived by email and some were lost there, so the pipeline never quite matched reality.

What we did

  1. 01

    Connected the channels

    Integrations log calls and emails against the right contact automatically.

  2. 02

    Captured every lead

    Website enquiries go straight into the pipeline instead of an inbox.

  3. 03

    Left the judgement to people

    The team decides what happens next; the record-keeping happens without them.

What changed

Calls and emails are logged automatically and website leads land straight in the pipeline. The CRM reflects what's happening without anyone having to remember to update it.

Have something that should run itself?

Tell us what runs by hand today. We reply within one business day with a first idea.

Start a projecthello@papingu.com