Sales · Automation · Standard package
CRM pipeline automation
Deal stage triggers, stale deal alerts, activity auto-logging and follow-up sequences — your CRM runs itself.
A guided session with our team.
Video demo coming soon
How it works
- 1Deal stages and entry / exit criteria defined
- 2Activity auto-logged from email + calendar
- 3Pipeline health report generated weekly
What you receive
- CRM pipeline automations live
- Deal stage triggers and workflows
- Stale deal alert system
- Activity auto-logging
Tools and connections
7 tools listed for this solutionWorks around the tools you already use
Your tools
- HubSpot
- Salesforce
Zoho CRM
Gmail
Google Calendar- Outlook
- Slack
How they connect
- Direct connection, where the tool allows it
- Regular import or export of files
- Assisted workflow your team runs
The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.
Full workflow · 6 steps
- 01Deal stages and entry / exit criteria defined
- 02Stage-based automation rules configured
- 03Activity auto-logged from email + calendar
- 04Stale deal alerts triggered after inactivity threshold
- 05Automated follow-up sequences set per deal stage
- 06Pipeline health report generated weekly
Everything included · 6 deliverables
- CRM pipeline automations live
- Deal stage triggers and workflows
- Stale deal alert system
- Activity auto-logging
- Automated follow-up sequences
- Weekly pipeline health report
What we’ll need from you
- Deal stages and entry / exit criteria defined
- Access to the relevant tools and a sample of real data
- A named owner on your team to review outputs
Human review
Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.
Delivery and support
- Package
- Standard · price shared on enquiry
- Tentative build time
- 3–4 weeks, confirmed after your demo
- Maintenance & support
- Email + WhatsApp within 4h, in your SUITE AI Workspace
- Billing
- One-time build fee plus monthly maintenance in your SUITE AI Workspace
- Availability
- Built and scoped for each business — not an off-the-shelf product.
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