# Sales pipeline automation

> Sales pipeline automation uses rules inside your CRM to assign new leads to the right salesperson, schedule follow-up tasks, send reminders and alert managers when deals stall. It enforces response times and consistent follow-up, so fewer leads are lost to delay or forgetfulness.

- Area: [CRM & integrations](https://devraxo.com/services/crm/)
- Price: from £1,400. Assumes an existing CRM. Setup from scratch is quoted with CRM setup.
- Timeline: 2–4 weeks
- Page: https://devraxo.com/services/crm/sales-pipeline-automation/

## This is for you if
- New enquiries sit unassigned until someone notices.
- Follow-ups depend on each salesperson’s memory.
- Managers learn that a deal died only when it is too late.

## The problem
- **Leads wait to be picked up.** Without routing rules, enquiries go to whoever looks first — or nobody.
- **Follow-up is inconsistent.** Two reps, two habits. The customer experiences whichever one they were given.
- **Stalled deals are invisible.** A deal with no activity for three weeks looks identical to a healthy one on most dashboards.

## How it works
1. **Write the rules in plain English first.** Who gets which lead, how fast, what happens next — agreed with sales before any configuration.
2. **Automate routing and tasks.** Assignment by territory, size or service, with follow-up tasks created automatically at each stage.
3. **Add alerts and service levels.** Notifications when a lead is untouched, a quote is unanswered or a deal has gone quiet.
4. **Review the numbers together.** Response time, conversion and stall rate, so the rules improve with evidence.

## What you get
- Written routing and follow-up rules
- Configured assignment automation
- Follow-up task sequences
- Stalled-deal alerts
- Response-time reporting
- Manager dashboard

## Questions
### Will automation make us sound robotic?
Automation creates tasks and reminders for your people; the messages still come from them. Where we draft messages, a person reviews them.

### Does it work with HubSpot, Zoho or Pipedrive?
Yes. Those CRMs have solid automation tools, and we extend them with custom code where their built-in options fall short.

### How do we measure whether it works?
We record your current response time and conversion rate first, then report the same measures afterwards.

### Can salespeople override the rules?
Yes. Automation sets the default; people can reassign, and every override is recorded so you can see patterns.