CRM Automation
You already have a CRM. The problem is what happens inside it: leads sit unassigned overnight, follow-ups depend on someone remembering, and renewals get noticed a week after they lapse. We automate the routing, the sequences, and the reminders so the pipeline moves without anyone chasing it, and your reps spend their time on calls instead of admin.
Book a Free Consultation
Trusted by + clients worldwide.
Aladdin Media
Asna Software Solution
Attar Shastra
Bhagyashaali Welfare Foundation
Chroma Tech Services
City Line Collection
Companies House
Dietitian Miksha
Emerhub
Gaadi Buy
Galecia Group
Globus Machines Pvt Ltd
Hasten
Heavenly Home
Lazy Baby
OnKampus
MSP Global
My Dream Home Care
Niya Overseas
Organish Herbal
SEO Scout
Tex Trend
The Insurance Problem
The Air App
TriStates
Upkar Group
V-Teach
VK Car Loan
VSKA
Vyzion Innovations
WatsupUSA
Aladdin Media
Asna Software Solution
Attar Shastra
Bhagyashaali Welfare Foundation
Chroma Tech Services
City Line Collection
Companies House
Dietitian Miksha
Emerhub
Gaadi Buy
Galecia Group
Globus Machines Pvt Ltd
Hasten
Heavenly Home
Lazy Baby
OnKampus
MSP Global
My Dream Home Care
Niya Overseas
Organish Herbal
SEO Scout
Tex Trend
The Insurance Problem
The Air App
TriStates
Upkar Group
V-Teach
VK Car Loan
VSKA
Vyzion Innovations
WatsupUSA
Our CRM Automation Services
Lead Capture & Routing
Leads from your site, ads, WhatsApp, and calls land in the CRM automatically and get assigned by territory, product, or round-robin within minutes, not the next morning.
Follow-Up Sequences
We build the cadences your best rep already runs in their head: the day-two email, the day-five call task, the drop-off after no reply, with the sequence stopping the moment the lead responds.
Renewal & Reminder Automation
Renewals, expiries, and service dates trigger reminders ahead of time to the owner and the customer, so revenue you already earned doesn't quietly leak.
Data Hygiene & Pipeline Alerts
We deduplicate contacts, fill missing fields from your other systems, and alert an owner when a deal sits in one stage too long or a required field is blank.
Our Process
Typical Timeline: 2-6 weeks depending on how many sequences and data sources are involved
Audit the Pipeline
We look at your stages, your data, and where deals actually stall. Often the fix is a stage definition or a duplicate problem, not a new automation.
Write the Rules Down
Who gets which lead, how fast, what the follow-up cadence is, when a sequence stops. We put it in writing with your sales lead before building.
Build and Connect
We build the routing, sequences, and reminders in your CRM and connect the sources feeding it, forms, ads, WhatsApp, telephony, and your billing system.
Run Quiet, Then Live
We run the automations in a mode that logs what they would have done before they touch a customer, check that with your team, then switch them on.
Automation Won't Fix a Messy Pipeline
The honest part first: if your stages don't reflect how deals actually move, or half the contacts are duplicates, automation will just move bad data faster and send follow-ups to the wrong people. We usually spend the first stretch cleaning and agreeing on stage definitions before we automate anything. If your CRM itself is the problem rather than the process inside it, that's a different job, our CRM development work covers building or replacing the system. Here we work with the CRM you have: Zoho, HubSpot, Salesforce, Odoo, or a custom one, including the CRMs we built for VSKA and Emerhub.
Technologies We Specialize In
Laravel
Node.js
PostgreSQL
Python
Redis
Why Choose Boldally Studio for CRM Automation?
We've Built CRMs, Not Just Configured Them
We built the VSKA and Emerhub CRMs from scratch, so we understand what's happening under a pipeline, not just which toggle to flip in a settings screen.
We Fix the Data First
Automation on top of duplicate contacts and half-empty fields makes things worse. We clean before we automate, even though it's the less exciting part of the job.
Sequences That Know When to Stop
The fastest way to burn a lead list is a cadence that keeps firing after someone replies. We build the exit conditions as carefully as the sends.
Honest About Scope
If two rules in your existing CRM would solve it, we'll tell you and charge you for an hour, not a project.
FAQ
Common questions about this service. If yours isn't here, just ask.
Selected case studies
- Attar Shastra
A Shopify Hydrogen storefront for a natural attar brand, built to sell to customers in India and abroad.
- Chroma Tech Services
An internal employee portal that gives an industrial analytics firm one place to share documents.
- Emerhub CRM
A custom CRM on Firebase and Vue.js that speeds up client onboarding with real-time form editing.
What Our Clients Say
We work closely with the teams we build for, and we stick around after launch. Here's what some of them have to say.
Gagandeep is a phenomenally talented senior developer who was a vital part of our success! Diligent, goal oriented and an innovative leader, I couldn't speak highly enough of Gagandeep
Gagan worked with Emerhub and Companies House for over a year, demonstrating great flexibility in adapting to different tech stacks and evolving business requirements.
I got to witness first hand the great skills of Gagandeep while working alongside him on a project. First-class in everything and extremely talented in his craft. It was a tough project that no companies had ever built before and he tackled it and then some!
Boldally Studio delivered exceptional results on our MSP Global website. The design is visually impressive, and the site's performance is outstanding. We're extremely pleased with their work and highly recommend their services.
Sonam Parashar
Director, Msp Global
Well done to the Boldally Studio team for their dedication and efficient work process. They consistently delivered projects on time and followed the direction I provided with precision, which I found truly impressive.
Manoj Kumar
Founder, Bhaagyashaali Welfare Foundation
Boldally Studio provided us with continuous support and helped us at every step, providing valuable feedback and understanding our needs effectively. We are satisfied with the overall outcome and process. Highly recommend Boldally Studio if you're looking for excellent output.
Gagandeep and his team did a commendable job on our Laravel development project. It was a pleasure working with him, and the team demonstrated solid technical skills throughout the process.
Abraham Scaria
Director, Asna Software Solution
It's just how I imagined it. I really love the website—it looks great and works well. The custom software is very helpful and easy to use. It makes our daily work much easier.
Anil Kumar
Director, Chroma Tech Services
Big thanks to Boldally Solutions Private Limited for designing our website. The team was dedicated, supportive, and truly understood our needs. We're very happy with the results and highly recommend them for quality work.
We are very happy with the website made by Boldally Studio. It looks great, is easy to use, and shows all our services clearly. The team was helpful, understood our needs, and delivered everything on time. We highly recommend Boldally Studio to anyone looking for a good and professional website.
Gurvinder Singh
Owner, Upkar Group
Have a project in mind?
Tell us what you're trying to build or fix. We'll talk through scope, timeline, and the right approach for your team.
Book a Free Consultation