AI CRM Automation for Your Business
Handbuilt builds the automation layer that keeps your CRM current without manual data entry — new form submissions create contacts, booked jobs update deal stages, completed work triggers follow-up tasks. The system works with your existing CRM or we recommend one that fits. Pricing starts at $2,500 CAD.
The problem
A CRM only works if people update it. When your team is on the tools all day, records go stale, follow-ups get skipped and the pipeline view stops reflecting reality.
What this looks like in practice
An Abbotsford landscaping company uses HubSpot but updates it inconsistently. Jobs close, but deals stay open; contacts get duplicate records; follow-up tasks are missed. After CRM automation, every new quote request from the website creates a deal, every signed estimate moves it to 'active job,' and every completed invoice triggers a review request — automatically, without anyone touching the CRM.
How it works
- 1
We audit your current CRM setup and identify every manual update step
- 2
We map the automation: triggers, deal stages, contact properties and task rules
- 3
We build and test the automation in your CRM environment
- 4
We document what each automation does and train your team in under an hour
What you get
- CRM records that update automatically from real business events
- Deal stages that reflect actual job progress, not manual memory
- Tasks and follow-ups triggered without anyone scheduling them
- 30-day support window after launch for adjustments
Recommended package
Business AI System
Live in 2–3 weeks
A connected system that runs the boring parts.
Automate my CRMCommon questions
We can recommend and set up a CRM that fits your business size and budget before building the automation. HubSpot's free plan works well for most trades and service businesses under 10 staff.
Want this built for your business?
Tell us about your setup and we'll send a plan and a fixed quote within one business day.