AI Automation Agency Indiaby Tailwebs
Book a callWhatsApp us

CRM automation for your sales team

We automate the CRM you already use, whether it is HubSpot, Salesforce, Zoho or Pipedrive. Every new lead from your website, email or chat is captured, assigned to the right person and followed up on time, without anyone chasing it. Your team works from one clean pipeline, and we set it up and run it for you.

Book a 30-minute call

Plan. Build. Deploy. Live in 90 days.

Your first automation is live within 30 days, or we keep working free until it is.

If your first automation isn’t live within 30 days, you get your money back. See the terms

Clients of Tailwebs

  • Crime and Punishment
  • Kaipo
  • MOSIP
  • Raja Fashions

What can CRM automation do for your business?

Example
HubSpotNew lead captured
Name
Lucas Martin
Source
Pricing page form
Region
UK
Owner
Sarah K.
Assigned

Leads captured

Leads from web forms, email and chat land in HubSpot, Salesforce, Zoho or Pipedrive, along with marketplace leads where you use them.

Example
WhatsAppTo: Ravi (Sales, West)

AutomationNew lead from Pune: Shah Traders, 40 units. Please call by 3 pm. Details are in Zoho.

Open lead

Lead assignment

By region, product or rep, with round-robin for small teams.

Example
SalesforceFollow-up due today
Deal
Northwind renewal
Stage
Proposal sent
Last touch
6 days ago
Task
Call Anna, 11 am
Reminder sent

Follow-up reminders

A task at each deal stage, with a reminder by email, or by WhatsApp where your team uses it.

Everything we automate here

  • Web form, email and chat leads captured into HubSpot, Salesforce, Zoho or Pipedrive, with marketplace leads such as IndiaMART where the client uses them
  • Lead assignment by region, product or rep, with round-robin for small teams
  • Follow-up reminders and task creation at each deal stage, by email, or by WhatsApp where the market uses it
  • Migration from spreadsheets or an old CRM into HubSpot, Zoho or Pipedrive, with duplicates cleaned
  • Quotes and proposals generated from the deal record
  • AI lead scoring and summaries so reps call the warmest leads first
  • A daily or weekly pipeline report sent to the owner or sales lead
  • An existing HubSpot or Zoho setup audited and cleaned up for a 5–20 person team

Will it work with the tools we already use?

Yes. We connect it to your existing systems, so data moves between them on its own and nobody copies it by hand.

CRM automationby Tailwebs
  • HubSpot
  • Salesforce
  • Zoho
  • Pipedrive
  • WhatsApp
  • Gmail

How long does it take to go live?

Your first automation is live in month one, and the rest are live, tested and handed over by day 90. Here is what you receive each month.

How the 90 days work
  1. 30Plan

    Audit your workflows, pick the automations with the best payback and launch the first one.

    Automation roadmapSample1 · Lead replies on WhatsAppLive2 · Invoices into accountsDay 31–603 · Weekly owner reportDay 31–60
  2. 60Build

    Build and connect the rest to your tools, and test every flow with real data.

    Test run with real dataSampleInvoice read and matchedPassedBill posted for approvalPassedMismatch flagged to a personPassed
  3. 90Deploy

    Go live, train your team and set up tracking.

    Before-and-after reportSampleBefore[00] hrs a weekAfter[00] hrs a weekFigures come from your own data at day 90.

Work we have shipped

tailgpt.tailwebs.com
TailGPT website showing its AI agent answering a visitor question
Tailwebs product

TailGPT

An AI agent for business websites that answers visitors from your own pages and turns interested ones into leads.

  • An AI agent that answers only from the pages and documents the owner approves
  • Lead capture: name, phone number and the full conversation, saved to a leads list and Google Sheets
  • A list of questions the site doesn't answer yet, so owners can improve their content
[Result: businesses using it, and in production since]Visit the live siteRead the case study

How much does CRM automation cost?

It depends on your volumes and tools, so you get a fixed quote after a 30-minute call. Your CRM licence is paid to the CRM vendor and listed separately in your quote.

Get a quote on WhatsApp
Our workScoped on the call, before any work starts
Fixed quote
Third-party costsListed separately, never marked up
At cost

Questions buyers ask

What is CRM automation?

CRM automation makes your CRM capture new leads, assign them to the right person and remind them to follow up, without anyone chasing. Your team spends its time on conversations instead of data entry.

Can automation work with my existing CRM, such as HubSpot, Zoho, Salesforce or Pipedrive?

Yes. We build inside your own CRM account rather than moving you to a new one. [CRMs we have built in]

Do I need a certified partner, or can I set it up myself?

You can set up simple rules yourself with the CRM vendor's own guides. Done-for-you makes sense when your time is short, several tools need connecting, or broken workflows are already losing you leads.

How do I migrate to a new CRM from spreadsheets or another system?

We map every field from the old system to the new one, clean out duplicates, move a test batch first and switch over only once your team has checked it.

Can WhatsApp be connected to our CRM?

Yes. Through the official WhatsApp Business API, chats and leads from WhatsApp land in your CRM against the right contact, and your team can reply from there.

How long does a CRM setup take for a 5–10 person team?

[Typical setup time for a 5–10 person team]

How much does it cost, and do I need to sign an agreement?

There are two costs: the CRM licence, paid to the CRM vendor, and our fixed price for the build, which we quote after a 30-minute call. [Contract terms]

Will AI replace my sales staff?

No. It takes over data entry, lead routing and reminders, so your reps spend more of their day selling.

Related services

Get a fixed quote for CRM automation

Book a 30-minute call

Prefer email? hello@tailwebs.com