Sales Automation and CRM Implementation

Sales department automation brings every request, call and message into one CRM, sets up the deal pipeline and routine tasks, and gives the owner reports without manual counting, so no lead is lost and managers spend time selling.

Discuss your projectTelegramWhatsApp

In short

All requests go to the CRM: website forms, calls, Telegram, Viber, WhatsApp, Instagram and email.
We describe the pipeline for your process and set up the CRM by agreed rules.
Routine is automated: tasks, reminders, proposal and email templates, lead distribution.
CRM: KeyCRM, HubSpot or Pipedrive; newsletters through SendPulse or eSputnik; automations in n8n or Make.
A basic setup is usually ready within 10 working days after the rules are agreed.

What automation includes

Process description. Sales stages, roles and rules agreed with the owner and head of sales.
CRM choice and setup. KeyCRM for e-commerce and retail, HubSpot or Pipedrive for B2B and services.
Lead capture. Website forms, IP telephony, messengers and email connected to the CRM.
Tasks and reminders. Automatic tasks after each stage and alerts about overdue deals.
Templates. Commercial proposals, emails and messenger replies.
Integrations. Payments, delivery services, your accountant’s accounting system, newsletters and analytics.
Data migration. Clients and deals from spreadsheets or an old CRM.
Training and support. Training for managers and support after launch.

Which CRM to choose

KeyCRM suits online stores and retail in Ukraine: orders, Nova Poshta, payments and marketplaces in one place. Pipedrive is simple and visual for B2B deals with a clear pipeline. HubSpot combines CRM, email marketing and forms and works well for companies selling abroad. We compare the options for your process and budget before the setup starts.

What changes for managers

A manager opens the CRM and sees the tasks for the day: whom to call, whom to send a proposal, which deals are stuck. Calls and messages from a client are in one card, with recordings and history. Proposals are generated from templates with the client details filled in. The head of sales sees the pipeline without asking for reports, and the owner sees revenue and conversion in a dashboard. New managers learn faster because the process is in the system.

How we automate sales

Process mapping. Stages, roles and rules.
CRM setup. Pipeline, fields and access rights.
Integrations. Website, telephony, messengers.
Automation. Tasks, templates and reports.
Training and launch. Managers trained, data migrated.

Sales Department Automation process: process mapping, crm setup, integrations, automation, training and launch — How we automate sales

How long does automation take?

In our experience a basic CRM setup with one pipeline and website, telephony and messenger integrations is usually ready within 10 working days after the sales rules are agreed. Several pipelines, data migration and integrations with accounting are scheduled after the specification.

The term depends on the number of users and integrations and on how quickly your team approves the rules.

What affects the cost

We quote after mapping the process. The price depends on:

number of pipelines and users;
integrations with website, telephony, messengers and accounting;
data migration from an old system;
CRM licence plan, paid directly to the vendor;
training and support.

What we need from you

Description of your sales process or time to map it with us.
Access to the website, telephony and messenger accounts.
Client data to migrate.
A responsible person on your side for approvals.

How we measure the result

After launch the owner sees in the CRM:

number of leads by source and response time;
conversion at each pipeline stage;
overdue tasks and deals without activity;
revenue and plan completion per manager.

Why a contracted team

A CRM set up without a process is soon abandoned:

fields and stages nobody uses;
leads from some channels never reach the CRM;
duplicate contacts after careless integration;
managers go back to spreadsheets.

Working with a Kyiv team remotely

We work remotely with companies in the UK, the EU and North America: video calls, email, Telegram or WhatsApp, and shared documents for plans and reports. Kyiv is on UTC+2 (UTC+3 in summer), so our working day covers most of the UK and EU business day and the morning on the US East Coast. You get one project manager who is responsible for the timeline.

Why clients trust us

More than 10 years in digital. Marketing MIX has been building websites and running marketing for over a decade, with the portfolio to show for it.
Clients outside Ukraine. Our portfolio includes projects for KidSup and Cookiddoo in Canada and MBSoy, an architectural studio in Finland.
One team for the whole chain. Strategy, website, SEO, ads and analytics sit with one team, so nothing gets lost between contractors.
A registered, verifiable company. Our DUNS number is 68-606-2061 and our NCAGE code is A3G3J; both can be checked in the Dun & Bradstreet and NATO NCAGE databases.
A real office in Kyiv. The studio is at 77 Velyka Vasylkivska St., Kyiv, and works remotely with clients in Ukraine and abroad.