CRM Automation Consultant
Most CRMs fail for the same reason: they depend on busy people to remember to update them. We remove that dependency. Eighth Arm designs pipelines around how your team actually sells, automates the data entry, and builds the reporting layer so you can finally see what's working, without chasing anyone for updates.
Sound familiar?
If two or more of these are true, this is exactly the system we build.
- 01
Deals live in inboxes, spreadsheets, and people's heads instead of the CRM
- 02
Pipeline stages don't match how you really sell, so the forecast is fiction
- 03
Reps spend hours on data entry that could be automated
- 04
You can't tie sales activity to closed revenue
The system, part by part.
Pipeline architecture
Stages, fields, and lifecycle logic modeled on your real sales motion, not a template.
Automated data capture
Calls, emails, and meetings logged automatically so records stay current without manual entry.
Lead routing & assignment
New leads scored, routed, and assigned in seconds with clear ownership rules.
Reporting dashboards
Activity-to-outcome dashboards that show what actually drives revenue, refreshed live.
What changes for you.
- A CRM the whole team keeps current, because it updates itself
- Forecasts you can defend
- Hours of admin returned to selling every week
- Which CRM do you work in?
- Most often HubSpot and Attio, but we'll work in whatever you already own. If you haven't picked one yet, we'll recommend the right fit for your size and motion.
- Do you migrate our existing data?
- Yes. Cleanup, de-duplication, and migration are part of the build, so you start on a clean foundation.
Book a Growth Systems Audit
Fifteen focused minutes to review how you capture, follow up, and report, and a clear picture of what to build first.
- A map of your current systems and exactly where leads and hours leak
- The three highest-leverage automations for your team, ranked
- A prioritized build plan you can run with, or without, us
- Straight answers and real numbers. No pitch deck, no pressure