What we do
A CRM is only as good as the process behind it. When it's configured around a generic sales motion, teams stop updating it and leaders stop trusting the numbers. We start with your process — the stages, the ownership, the follow-up rules — and shape the CRM to reinforce it.
From first configuration to ongoing optimisation, we make the CRM the reliable system of record for sales and customer teams: clean data, automated busywork and dashboards that reflect reality.
- CRM consulting
- Implementation
- Customisation
- Automation
- Migration
- Managed services
Capabilities
Consulting & design
- Sales process consulting
- Lead lifecycle design
- Pipeline & stage design
- CRM optimisation
Implementation
- CRM implementation
- CRM customisation
- Workflow automation
- Marketing automation
Data & integration
- CRM migration
- CRM integrations
- Data cleansing & de-duplication
- Reporting & dashboards
Run
- Managed CRM services
- User training & enablement
- Adoption monitoring
- Continuous improvement
What you get
A CRM teams actually use
Automation removes the manual updates that kill adoption, so the data stays current on its own.
Faster follow-up
Leads are assigned, scored and nurtured automatically — nothing sits in an inbox waiting to go cold.
Numbers you can trust
Clean pipeline data and clear dashboards give leaders a real view of what's happening.
Frequently asked questions
Which CRM platforms does Otomattic work with?
We are a sales, service and implementation partner for LeadSquared (sales, admissions and lead management CRM) and Custally (AI-powered Customer Success platform). We also provide platform-agnostic CRM consulting, implementation, integration and migration for other CRMs your teams already use.
How do you help us choose the right CRM?
We start with your sales or customer process — stages, ownership, follow-up rules and reporting needs — then recommend the platform and licence plan that fits, rather than a one-size-fits-all product.
Can you migrate our data from spreadsheets or another CRM?
Yes. We handle data mapping, cleansing, de-duplication and migration from spreadsheets or an existing CRM, then validate the data with your team before go-live.
Do you support the CRM after go-live?
Yes. We offer training, adoption monitoring, optimisation and ongoing managed CRM services so the system keeps up as your process changes.
Explore other services
All servicesHave a business problem technology should solve?
Tell us what you're trying to improve. We'll help you identify the right combination of software, automation, CRM and AI.