CRM, Lead & Reporting Automation
Leads captured, CRM records kept current and pipeline reports delivered on schedule, connected from first enquiry to weekly summary.
Custom quote after a short consultation · Timeline agreed in your quote
Scope: You remain responsible for making sure your marketing and contact workflows comply with the privacy and marketing laws that apply to you.
Overview
This service focuses on the sales and marketing data path: getting enquiries from forms, ads or spreadsheets into your CRM, keeping contact and deal records accurate, and turning that data into reports people actually read. It differs from our general Workflow Automation service, which handles operational processes in any department; here, every automation serves the lead-to-report pipeline.
We review how leads arrive today, where they are lost or duplicated, and what management needs to see each week. We then build automations for lead capture, de-duplication, field updates and scheduled reports, using your CRM's own tools, Python, SQL, Power Query or Power BI as the job requires. The Advanced tier adds lead routing and scoring rules so the right person picks up each enquiry.
You get working automations, a scheduled report or dashboard data feed, and a document describing every rule and field mapping. You remain responsible for making sure your contact and marketing workflows comply with the privacy and marketing laws that apply to you.
Who it’s for
- Sales teams whose leads arrive from several forms and lists and are typed into the CRM by hand
- Founders and managers who rebuild the same pipeline report every week
- Marketing teams that need new enquiries tagged, assigned and followed up consistently
- Businesses with duplicate or outdated CRM records that make reporting unreliable
Problems it solves
- Every new enquiry reaches the CRM with the right fields filled, without copy and paste
- Leads are assigned to the right owner by clear routing rules
- Pipeline and activity reports arrive on schedule instead of being assembled manually
- CRM data stays consistent enough to trust in management meetings
What RF ETS delivers
- Lead-capture automations from your forms, sheets or inbound sources into the CRM
- Field mapping and de-duplication rules for CRM record updates
- Scheduled reports or a Power BI dataset refreshed from CRM data
- Lead routing and scoring rules on the Advanced tier
- A rules and field-mapping document for your team
How we work
Audit lead sources and CRM
We list every lead source, review your CRM fields and note where data is lost, duplicated or entered inconsistently.
Agree rules and report layout
We confirm field mappings, routing logic and the metrics each scheduled report should show.
Build and test the pipeline
Automations run against test leads so you can check the resulting records and reports before go-live.
Go live and document
We switch on the pipeline, review the first live reports with you and hand over the rules document.
What we need from you
- Admin access to your CRM and to each lead source, such as forms, sheets or shared inboxes
- A list of the fields, pipeline stages and owners your team uses
- An example of the report you build manually today, or the figures you need to see
- Your own rules on consent, opt-outs and how contact data may be used
How pricing works
This work varies too much for fixed packages. We scope it with you, then send a written quote with price, timeline and deliverables before any work starts.
Tell us what you need
Use the quote form or book a consultation and describe your goal, constraints and deadline.
We scope it with you
We review your material and agree deliverables, assumptions and what is out of scope.
Written quote
You receive a fixed price or milestone plan, timeline and revision terms before any work starts.
Not included
- CRM licence fees
- Email-sending platform fees
- Third-party costs: domains, hosting, paid plugins and themes, software licences, API or AI-model usage fees, data-provider credits
- Work outside the written scope agreed before work starts (handled as an add-on or a custom quote)
- Ongoing support after the delivery and launch-support window unless a support package is bought
Need something different?
Tell us what you need, and we’ll prepare a solution and pricing based on your requirements.
CRM, Lead & Reporting Automation: common questions
How does pricing work for CRM and reporting automation?
The packages above show typical scope with 'from' prices. Once we have seen your CRM, lead sources and reporting needs, we confirm the final price in a written quote. CRM licence fees and email-sending platform fees are not included.
Do you make sure our lead automations are legally compliant?
We build to the rules you set and can include consent and opt-out fields in the mapping. You remain responsible for making sure your marketing and contact workflows comply with the privacy and marketing laws that apply to you.
Which CRMs can you work with?
We work with CRMs that offer an API, import tools or built-in automation features. We check your specific CRM during the audit and confirm what is technically possible before quoting, so there are no surprises once the build starts.
What if our sales process changes after delivery?
Revision rounds included in your tier cover adjustments to the agreed automations. A new pipeline stage, extra lead source or additional report beyond the written scope is handled as an add-on or a custom quote that you approve first.
Should I choose this or Workflow Automation?
Choose this service when the work centres on leads, CRM records and sales or marketing reports. Workflow Automation suits broader operational tasks such as approvals, file movements and order processing. We can advise during the first call.
Often combined with
Workflow & Business Process Automation
We map a repetitive business process and build automated workflows between your apps, with branching logic, error alerts and clear process documentation.
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Power BI dashboard development from your data sources, with a clean data model, DAX measures, refresh set-up guidance and the source .pbix file.
Custom quoteView service →Lead Generation & Market ResearchLead & CRM Data Enrichment
Enrichment for existing lead and CRM records: up to twelve added fields per record, de-duplication and a CRM re-import file on the Advanced package.
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