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Your team spends 65% of their time on tasks a robot could handle. We build automations that free your people for work that actually requires humans.
Automate Your CRMYour CRM has automation capabilities you're not using. Meanwhile, your team is stuck doing repetitive work that adds no value to customers.
Sales reps spend 65% of their time on non-selling activities. Automation flips that ratio—more time with customers, less time on busywork.
Data entry, status updates, sending follow-ups, creating tasks. Your best sellers are wasting their talent on work a system could do automatically.
Leads go cold because follow-ups depend on human memory. Tasks slip through cracks. Important deadlines get missed. It's not laziness—it's lack of systems.
Every lead looks the same. Your team wastes time on tire-kickers while hot prospects wait. Without scoring, you're treating everyone equally—which means treating everyone wrong.
Your best rep follows a 12-step process. Your newest rep wings it. Without enforced workflows, quality depends entirely on individual discipline.
Most automation projects focus on the technology. We focus on the time you'll get back. Every automation we build is measured by hours saved and revenue enabled—not by how impressive the flow chart looks.
See How We WorkAutomation handles repetitive tasks so your people can focus on relationship-building, creative problem-solving, and judgment calls. The goal is more human interaction, not less.
We implement automations that save time immediately—before tackling complex workflows. Your team sees value fast, which builds momentum and buy-in for bigger changes.
We design automations with error handling, clear notifications, and easy override options. People need to trust the system—and escape hatches when edge cases arise.
From simple task reminders to sophisticated AI-powered workflows. Here's exactly what you get.
Lead assignment, deal stage progression, approval processes, and handoff automation. Ensure every lead follows your best practices—without relying on memory.
Behavioral and demographic scoring that ranks leads by likelihood to buy. Your team focuses on hot prospects while cold leads get nurtured automatically.
Automated nurture campaigns, follow-up sequences, and drip campaigns. Personalized outreach at scale without manual effort.
Automatic task creation, assignment, and reminders based on triggers. No more forgotten follow-ups or slipped deadlines.
Connect your CRM to other tools—create tickets when deals close, sync with accounting, update marketing lists. End the copy-paste chaos.
Dashboards that update automatically, scheduled report delivery, and real-time alerts. Get insights without manual data pulling.
We know each platform's automation capabilities inside and out—including the limits and workarounds.
HubSpot
Salesforce
Pipedrive
Zoho CRM
Zendesk
Microsoft Dynamics
Zapier
Make
n8nA systematic approach that delivers quick wins while building toward comprehensive automation.
Map your current workflows, identify manual steps, and quantify time wasted. We find the automation opportunities with highest ROI.
Rank opportunities by impact and complexity. Quick wins go first—automations your team will notice and appreciate immediately.
Document automation logic: triggers, conditions, actions, error handling. You review and approve before we build anything.
Configure automations in sandbox, test all scenarios including edge cases, validate performance. Nothing goes live untested.
Roll out to production with monitoring. Train your team on how automations work and what to do when exceptions occur.
Track automation performance, measure time saved, identify issues. Continuous improvement based on real usage data.
These aren't aspirational targets—they're the outcomes our clients consistently achieve.
Time reclaimed from admin
No more dropped leads
With proper scoring
Per rep average
Our clients save 10+ hours per week per rep by automating data entry, follow-ups, and reporting.
Time reclaimed from busywork goes into selling, building relationships, and closing deals.
Automated follow-ups fire on time, every time. No leads fall through cracks because someone forgot.
100% follow-up rate means 100% of opportunities get attention they deserve.
Lead scoring identifies hot prospects automatically. Your team works the most likely buyers first.
3x conversion rates when reps prioritize by data instead of gut feel.
Workflows enforce your best practices. Every rep follows the same proven process—not their own interpretation.
Quality doesn't depend on individual discipline when the system ensures consistency.
Given its complex and multi-step nature, CRM automation requires proper planning and technical expertise. Business logic needs to be captured precisely—triggers, conditions, actions, and error handling all demand careful design. Poorly built automations create more problems than they solve.
To ensure a smoother automation journey, consider partnering with an experienced IT provider like 3Li Global to design workflows that are reliable, maintainable, and actually save time instead of creating new headaches.
Automate smarter with 3Li Global
Straight answers to what you're probably wondering.
Quick wins: 1-2 weeks. Standard automation package: 3-5 weeks. Complex multi-system automation: 6-10 weeks. We phase the work so you see value immediately while we build toward more sophisticated capabilities.
No—it amplifies them. Automation handles tasks that don't require human judgment: data entry, follow-up timing, lead routing, status updates. Your team gets more time for activities that actually need a human: building relationships, handling objections, and closing deals.
Complex is our specialty. We've automated 12-stage approval workflows, territory-based lead assignment with override capabilities, and pricing rules with dozens of variables. Modern CRM platforms can handle virtually any business logic.
We build automations with explicit error handling: notifications when exceptions occur, easy manual override options, and audit trails for troubleshooting. No black boxes—your team always knows what's happening and why.
We baseline before implementation: time spent on each task, error rates, response times. After launch, we track the same metrics. Most clients see clear improvements within 90 days—often in the first month from quick wins alone.
Repetitive tasks with clear triggers work best: follow-up emails, task creation, lead assignment, status updates, data sync, and notifications. We focus on high-volume, low-judgment activities so your team can focus on work that actually requires human thinking.
Quick wins: 1-2 weeks. Standard automation package: 3-5 weeks. Complex multi-system automation: 6-10 weeks. We phase the work so you see value immediately while we build toward more sophisticated capabilities.
No—it amplifies them. Automation handles tasks that don't require human judgment: data entry, follow-up timing, lead routing, status updates. Your team gets more time for activities that actually need a human: building relationships, handling objections, and closing deals.
Complex is our specialty. We've automated 12-stage approval workflows, territory-based lead assignment with override capabilities, and pricing rules with dozens of variables. Modern CRM platforms can handle virtually any business logic.
We build automations with explicit error handling: notifications when exceptions occur, easy manual override options, and audit trails for troubleshooting. No black boxes—your team always knows what's happening and why.
We baseline before implementation: time spent on each task, error rates, response times. After launch, we track the same metrics. Most clients see clear improvements within 90 days—often in the first month from quick wins alone.
Repetitive tasks with clear triggers work best: follow-up emails, task creation, lead assignment, status updates, data sync, and notifications. We focus on high-volume, low-judgment activities so your team can focus on work that actually requires human thinking.
Book a free 30-minute automation consultation. We'll identify your biggest time-wasters and show you quick wins that deliver immediate value—whether you work with us or not.
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