CRM automation services for UK small and medium businesses

Turn Every Enquiry Into a Clear CRM Next Step

SplashSol connects forms, calls, calendars, inboxes and advertising leads to a controlled CRM pipeline. The system records the source, assigns an owner, starts the approved response and shows whether the lead progressed to a booking, quotation or sale.

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A CRM Automation System Built Around the Lead Journey

Capture every source

Bring website forms, calls, ad leads, email and bookings into a consistent intake structure.

Qualify and prioritise

Record service, location, urgency, value and buying stage without forcing every lead through the same route.

Assign an accountable owner

Route leads by service, territory, availability or team and make the response expectation visible.

Start approved follow-up

Send acknowledgements, questions, reminders and quote follow-ups with stopping rules.

Connect the next action

Create a callback, appointment, survey or sales task with the original enquiry context attached.

Report commercial movement

Track source, response time, qualification, bookings, quotations and recorded wins instead of form submissions alone.

Before automation

Fix the Pipeline Before Adding More Messages

CRM automation fails when stages are ambiguous, owners are missing or teams use different definitions. We first agree what a new, qualified, booked, quoted, won and closed lead means for the business.

The result is a smaller system people can operate: fewer duplicate records, clear ownership, visible exceptions and reporting tied to commercial outcomes.

Example controlled flow

1. Website or call enquiry captured
2. Contact deduplicated and source preserved
3. Service, location and timing qualified
4. Owner and next action assigned
5. Booking, quotation and follow-up recorded

How the CRM Automation Build Works

01

Map sources and outcomes

Document every lead source, current response, owner, system and commercial outcome.

02

Clean the definitions

Agree required fields, pipeline stages, duplicate rules and the situations that must stop automation.

03

Design the minimum flow

Choose the smallest set of triggers, actions and handoffs that resolves the current loss.

04

Connect and migrate carefully

Build the integrations, validate permissions and migrate only the data needed for the new process.

05

Test failures as well as success

Test duplicates, missing data, unavailable calendars, API failures, opt-outs and human takeover.

06

Launch with reporting

Monitor system errors, response time, qualified leads, bookings and reported sales after launch.

Defined scope and starting price

CRM Automation Packages

Lead Routing Build

From £1,250

  • One CRM and up to two lead sources
  • Field and pipeline design
  • Assignment and acknowledgement
  • Failure alerts and handoff rules
  • Launch documentation
Lead Operations Build

From £2,500

  • Multiple sources and workflow branches
  • Qualification and booking
  • Quote and lead follow-up
  • Outcome dashboard
  • Thirty days of monitored support

Optional monitoring and improvement support starts from £149 per month after the included launch period.

Request a CRM Workflow Audit

CRM Automation FAQs

Systems, migrations, approvals and support

Which CRM systems can SplashSol automate?
We work with systems that provide reliable APIs, webhooks or approved connectors. Common options include HubSpot, Pipedrive, Zoho and suitable industry platforms.
Do we need to replace our current CRM?
Usually not. The first step is to repair the journey around the current system. Replacement is considered only when the existing CRM cannot support the agreed process.
Can you connect website forms and phone calls?
Yes. Forms, calls, advertising leads, email and booking tools can enter one controlled pipeline when the source systems support it.
Will automation send messages without approval?
Only the messages and conditions the business approves. Sensitive, ambiguous or high-value situations can require a person before anything is sent.
How long does a CRM automation build take?
A focused lead-routing build commonly takes two to four weeks. Complex migrations, data cleanup and multi-team approval can take longer.
What happens after launch?
We monitor failures, duplicates, routing, user adoption and outcome reporting. Ongoing support is optional and priced separately from the initial build.

Plan the Build With Real Numbers

CRM Automation Cost UK

Understand setup, integration and ongoing support costs.

Read the guide

WordPress to CRM

See how website enquiries enter a usable pipeline.

Read the guide

Automation ROI Calculator

Estimate labour savings, operating cost and payback.

Calculate ROI
Free planning tool

Map Your First CRM Workflow

Choose current lead sources, CRM and desired actions to generate an initial controlled workflow.

Open the CRM Planner