What is CRM Automation?
CRM Automation is more than a system — it’s your silent growth engine.
At Cloud Craft Inc., we connect every part of your business from marketing to sales, onboarding to retention into one intelligent, self-operating ecosystem powered by automation and tailored to the way you work.
Centralized control of sales, support, marketing, and onboarding in one powerful CRM platform.
See your pipeline, customer journey, and KPIs at a glance—no more spreadsheets or guesswork.
We connect your CRM with tools like Slack, Gmail, Stripe, Shopify, Mailchimp, QuickBooks, and more.
From auto-lead assignment to follow-up reminders, your CRM becomes your best employee.
Track the metrics that matter with custom views tailored to your role—from CEO to Sales Rep.
Need custom features or tools? We build deep CRM integrations using REST APIs and webhooks for unlimited flexibility.
They act on it. Automatically!
Your CRM Should Work the Way You Think
Whether you’re running a startup, scaling enterprise, or managing complex workflows. Cloud Craft builds CRM systems that don’t just collect data.
Our Approach to CRM Automation
We don’t just install a CRM. We engineer your growth engine from strategy to automation tailored to how your business actually works. Our proven framework ensures every CRM is efficient, connected, and scalable from Day 1.
Discovery & Blueprinting
We start by understanding you your workflows, your tech stack, your pain points.
Then we create a blueprint that aligns automation with your business goals and customer journey.
No cookie-cutter setups. Just personalized clarity.
Custom Configuration & Integrations
We tailor the CRM platform to your needs—fields, pipelines, automations—and integrate it with the tools you already use (Slack, Gmail, Stripe, Mailchimp, QuickBooks, etc.).
Your CRM becomes a hub, not just another app.
Workflow Automation Build-Out
We design smart automations to handle lead routing, task creation, email sequences, customer onboarding, and more.
So your team can sell, serve, and scale without manual work.
Testing, Training & Launch
We rigorously test your CRM, train your team, and optimize the system for real-world usage ensuring everyone hits the ground running.
Your CRM should feel like a team member, not a tech hurdle.
Ongoing Support & Optimization
Business evolves so should your CRM. We offer ongoing support to tweak, expand, and optimize your CRM automation as your business grows.
We don’t disappear after setup—we grow with you.
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Our CRM Automation Services
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