Your CRM, Working on Autopilot
We transform your CRM into an automated lead management machine. Leads are automatically captured, enriched, assigned, and nurtured—so your sales team can focus on closing.
- Automatic lead capture from all sources
- Smart lead scoring and routing
- Automated document and contract management
- Monthly maintenance and optimization packages
CRM & Automations Overview
How we handle crm & automations
What's Included
Auto Lead Capture
Leads from web forms, ads, emails, and events automatically flow into your CRM with full attribution.
Smart Lead Assignment
Rules-based routing ensures leads go to the right sales rep based on territory, expertise, or workload.
Document Automation
Contracts, proposals, and documents auto-generated and attached to the right opportunities.
Alert & Notification System
Real-time alerts for hot leads, stalled deals, and important milestones.
Automated Reporting
Daily, weekly, and monthly reports generated and delivered automatically.
Data Enrichment
Lead and company data automatically enriched from third-party sources.
Our Process
CRM Audit
We analyze your current CRM setup, data quality, and process gaps.
Automation Design
Map out workflows for lead management, assignment, and nurturing.
Implementation
Build and deploy automations with thorough testing and validation.
Ongoing Optimization
Monthly reviews and updates to keep your CRM performing optimally.
Case Studies
SaaS Company: 40% Increase in Qualified Leads
Challenge
HubSpot implementation was basic. Leads sat unassigned for days, no lead scoring, manual data entry causing lost opportunities.
Solution
Implemented advanced lead scoring, round-robin assignment, and automated email sequences for different buyer personas.
Results
Consulting Firm: Salesforce Optimization
Challenge
Salesforce was a data graveyard. Reps avoided it, data was incomplete, reporting impossible.
Solution
Cleaned 47,000 records. Built custom objects for project tracking. Automated data capture and created executive dashboards.
Results
Platforms We Work With
Salesforce
Enterprise CRM automation
HubSpot
Inbound marketing & sales automation
Zoho CRM
SMB CRM optimization
Pipedrive
Sales pipeline automation
Clearbit & ZoomInfo
Data enrichment
PandaDoc & DocuSign
Document automation
Why It Matters
Zero Lead Leakage
Every lead captured, tracked, and followed up—automatically.
Faster Response Times
Hot leads routed instantly for immediate follow-up.
Clean Data Always
Automated validation and enrichment keep your data pristine.
Sales Team Focus
Reps spend time selling, not entering data or chasing paperwork.
Results Speak Louder
From restaurants to service firms — businesses of all types trust Expafy to build their systems.
"Expafy set up our CRM and automated our customer follow-ups entirely. Repeat bookings went up 40% in the first two months — without us lifting a finger."
S. Mitchell
Restaurant Industry
"We went from paper and spreadsheets to a fully automated operation in under a month. Every job tracked, every customer followed up. It's a game changer."
J. Torres
Automotive Industry
"Their lead gen system fills our pipeline consistently. The reporting they give us makes everything easy to understand — I always know exactly what's happening."
M. Kim
Retail Industry
"Organic traffic doubled in 3 months after their site optimization work. What I love most is the transparency — they provide detailed reports on everything they do."
D. Park
B2B Services Industry