CRM automation that fixes handoffs
We'll automate lead routing, follow-ups and data hygiene in your CRM so deals keep moving between people.
Book a call nowMarshall Tech is an AI agency in Sydney, working with businesses across Australia.
Engagements starting from
$5,000 AUD + GST
What does CRM automation fix?
CRM automation turns lead capture, routing, follow-ups, and hygiene into reliable workflows. Marshall Tech builds CRM automation for Australian operators who are losing deals to missed handoffs and manual admin.
When CRM rescue is needed first
If the portal is broken, fields conflict, or nobody trusts the pipeline, we start with a CRM rescue before layering automation. HubSpot-heavy teams often land on the HubSpot automation sibling page.
What we automate in CRM
If leads stall in inboxes, stages lie, and follow-ups depend on memory, CRM automation is the fix. Marshall Tech designs and builds CRM automation that operators can own: routing rules, sequences, hygiene jobs, and integrations that keep sales and ops aligned.
- Lead capture
- Owner assignment
- Follow-ups
- Stage hygiene
- Team handoffs
- Reporting
Results from recent client work
98%
True Protein pipeline accuracy
6 weeks
SportsBlock idea to live MVP
40%
Adapt Health admin time saved
CRM & Pipeline Automation
Nick built custom integrations that significantly streamlined our workflows and gave our sales team much greater visibility. His depth of knowledge is exceptional.
Questions we get asked
Rules, workflows, and integrations that keep lead routing, follow-ups, and data hygiene reliable without manual chasing.
Yes. HubSpot automation and rescue is a common engagement. See the HubSpot automation page for that stack specifically.
Most teams feel fewer dropped leads within weeks of the first routing and follow-up workflows going live.
Fix CRM handoffs
Book a call to map where leads die and what to automate first.
Book a discovery call