Automate sales.
From the first enquiry to the signed order: we automate the routine in your sales, so your team responds faster, follows up consistently and has more time for conversations.
Where time is lost in day-to-day work.
Most businesses know exactly which tasks are a nuisance. What is missing is the time to solve them differently. That is exactly where we come in: with workflows that run in the background and noticeably relieve your team.
- Enquiries arrive via website, e-mail and phone and do not reliably end up in the CRM.
- It often takes hours or days before the first reply goes out.
- Quotes are copied together by hand from templates.
- Follow-ups happen when someone remembers.
- For the weekly report, figures are gathered from several systems.
Typical sales workflows
Examples from practice. Which of them pay off first for you, we clarify in the free check.
- Form
- n8n
- CRM
Enquiries straight into the CRM
Every enquiry is created in the CRM with contact and company, duplicates are detected, and the prospect receives an immediate confirmation.
- CRM
- AI research
- CRM
Enrich leads automatically
For every new contact, the workflow adds industry, size and website. Your sales team knows who they are speaking to before the first call.
- Deal
- Template
Quote from the deal
Line items, prices and customer data are in the CRM. The quote is generated from them as a PDF at the click of a button.
- Quote
- Waiting time
- Follow-up
Follow up automatically
If a quote goes unanswered, the workflow reminds the salesperson or sends a friendly follow-up.
- Booking
- CRM
- Preparation
Appointments into the CRM
Appointments booked online land in the CRM with all details, and the adviser receives a short overview beforehand.
- CRM
- n8n
- Report
Sales report every Monday
New enquiries, open quotes, closed deals and the week’s forecast, compact in your inbox.
We work with your systems.
We work with your CRM, such as Pipedrive or HubSpot, with website forms, inbox, calendar and accounting. If you do not yet use a CRM, we help with selection and set-up.
The technical foundation is usually n8n on servers in Germany. This keeps your data under control, and there are no per-execution fees.
Matching workflows from the library
- Form
- n8n
- Pipedrive
Website enquiries straight into the CRM
Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
- Pipedrive
- n8n
- AI
- Pipedrive
Enrich new contacts automatically
Industry, website and size are added before sales picks up the phone.
- Pipedrive
- n8n
- Template
Create a quote straight from the deal
One click in Pipedrive, and the quote is ready as a PDF.
- Schedule
- Pipedrive
- AI
- Sales
Follow up automatically when a deal stalls
No enquiry gets forgotten any more.
- Calendly
- n8n
- Pipedrive
Booked appointments straight into the CRM
An online booking lands in Pipedrive as an activity, with preparation notes.
- Schedule
- Sources
- n8n
- AI
Weekly report with AI summary
On Mondays at 7:00, the week’s figures are waiting in your inbox.
Matching guides
Setting up Pipedrive: 7 automations every sales team needs
From enquiry to invoice: seven workflows that turn Pipedrive from an obligation into a helper.
ReadGuide · 6 minNever lose an enquiry again: connect website, mailbox and CRM
Why enquiries get left lying around, and how an end-to-end workflow reliably brings every enquiry into the CRM.
ReadFAQ
Do we need a CRM for this?
For most sales workflows, yes, because that is where the data comes together. Those without one often start with Pipedrive: lean, quick to set up and easy to automate.
Will this make our sales impersonal?
Quite the opposite. Automation takes over the retyping, reminding and gathering. Conversations are still held by people, just better prepared and faster.
What is the best place to start in sales?
With enquiries into the CRM and automatic follow-ups. Both have an immediate effect on revenue.
