CRM automation that follows up every lead
Stop losing leads to a busy inbox and an out-of-date CRM. Built inside the HubSpot, Pipedrive or Zoho account you already have.
CRM automation from Derec keeps HubSpot, Pipedrive, Zoho or Salesforce up to date without anyone typing: every new lead is logged, researched and given a drafted follow-up, and deals that go quiet are flagged. Derec builds it for small and mid-sized businesses in the UK and the UAE, at a fixed price in pounds or dirhams agreed in writing before work starts.
Where leads and deals slip away
CRM automation covers the gaps where an enquiry goes unlogged or a follow-up relies on memory.
By hand
After a promising first call
- The call ends on a promiseBoth sides agree to speak soon.
- The notes stay in a notebookThe CRM stays out of date.
- Follow-up relies on memoryMaybe someone sets a reminder.
- The prospect goes quietNothing prompts anyone to look.
- A pipeline review finds itStill live, untouched since the call.
Automated
The same deal, automated
- The transcript is filed against the dealEvery promise, with who made it.
- The CRM is updated for youWith the next step and a task.
- A recap email is draftedIn your words, ready to send.
- Live deals are checked for silenceAgainst the last email, call, or booking.
- You choose who to callFrom a list of quiet deals.
CRM and sales automation we build
We build sales process automation in the CRM you already pay for: HubSpot, Pipedrive, Zoho, Salesforce, or any that accepts outside connections.
Lead capture and logging
Enquiries from your website, inbox, booking page, and ad lead forms become CRM contacts, companies, and deals, with duplicates merged.Lead management automation
Speed to lead
Each new lead is researched and a reply drafted on arrival, ready for you to send while they compare options.Lead follow up automation
Call notes and recap emails
Transcripts filed to the right deal, commitments listed by who made them, and a recap for you to approve.For call recorders that export transcripts
Follow-up for silent leads
Each quiet lead gets a next message, drafted for the right person on the right day, until they reply.A person signs off each one
Quiet-deal alerts and pipeline views
Live deals are checked for silence and a pipeline view refreshes itself, so you see where each stands.Including a phone-sized pipeline screen
- A sales call endsThe recorder saves the transcriptTrigger
- Every commitment is listedEach price, date, and promise, by speakerAI step
- The CRM deal is updatedNotes, next step, and a follow-up taskYour CRM
- A recap email is draftedIn your wordsAI step
- You check and send itNothing goes out until a person says yesYou
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Sales systems we have built and run
We use these ourselves, described without client names and with today's status.
Pre-call research brief
Reads the CRM deal and booking answers, checks the company online, and writes a one-page brief ending in four or five questions. It flags and skips spam bookings.
In use. CRM, booking form, web search, AI model.Call notes and commitments
After each call, the transcript is checked for duplicates and quality, then filed. A second step lists every price, date, and commitment with speaker and time. Nothing is guessed.
In use. Call recorder, AI model, knowledge base.Quiet-deal watcher
Turns each booked call into two tasks, research before and transcript after, and flags live deals gone quiet. One run found six, silent for 59 to 112 days.
In use. CRM records, booking data, task list.CRM sync and pipeline screen
Keeps the CRM and internal work record in step, merges duplicate deals, and refreshes a dashboard and phone-sized pipeline screen.
In use. HubSpot, database, dashboard.How pricing works
Each build has a fixed price in pounds or dirhams, agreed in writing before we start. It depends on how many systems connect, how tidy your CRM data is, and how many steps need approval. You see every monthly running cost before you say yes.
The AI readiness assessment prices up to three workflows, and its fee comes off your first build. How we work sets out each step to go-live. To screen leads before they reach the CRM, see AI agents.
Questions about CRM automation
What is CRM automation?
It is software that does the record-keeping and follow-up around your CRM: logging leads, updating deals after calls, drafting follow-ups, and flagging deals that go quiet. Your team spends its time on the conversations.
Which CRMs do you work with?
HubSpot, Pipedrive, Zoho, Salesforce, and others that let outside tools connect to them. We check what your CRM and your plan allow before we give you a price.
Do you work as a HubSpot consultant?
For HubSpot automation, yes. We use HubSpot's own workflows where they do the job, and connect other tools through its API where they do not. Everything is built in your HubSpot account, and you own it.
Will automated follow-ups send without us?
No. Every follow-up is drafted and waits for a person on your team to approve it. The automation does the remembering and the writing, and you decide what goes out.
What is speed to lead?
It is how quickly a new lead hears back from you. Automation shortens it by researching the lead and drafting the reply as soon as the enquiry arrives, so the only wait left is for a person to read it and send it.
Do you work with companies in Dubai?
Yes. We are licensed in the UAE and set up CRM and HubSpot automation for companies in Dubai and across the UAE on the same terms as in the UK, with quotes in dirhams. See AI automation in Dubai for the other work we do there.
Tell us where your leads go missing
A few lines is enough. Within one working day, you get a written reply on what to automate first and what to leave with your team.