Data Function

Sales and CRM automation: Every lead captured, every follow-up sent, every deal visible

Leads arrive by web form, phone, email and walk-in and end up in three places. We connect them to one CRM, automate assignment and follow-ups, and give you a pipeline you can trust.

Book a free 30-minute consultationSee related work
World Immigration Network · Custom software · CRM

Sound familiar?

The problems we hear

Sales teams and owners who sell by phone, email and in person.

  • Website leads land in an inbox and wait.
  • Follow-ups depend on memory.
  • The pipeline report is rebuilt by hand before every meeting.
  • Calls and texts are not logged against the lead.

How we approach it

What we do about it

  1. 01

    Capture from every channel

    Web forms, phone, text, email and imports flow into one record with source attribution.

  2. 02

    Automate the routine

    Assignment rules, follow-up sequences with human approval on anything sensitive, reminders and do-not-contact rules enforced in software.

  3. 03

    Telephony and messaging built in

    Browser calling, SMS with consent handling, call recordings and AI call summaries, as we run in our own CRM.

  4. 04

    Reporting that updates itself

    Pipeline, activity and conversion dashboards that are always current.

Tools and technology we typically use

  • HubSpot, Zoho and Pipedrive automation
  • Custom CRM on React, Node.js and PostgreSQL
  • Twilio voice and SMS
  • Stripe invoicing
  • n8n and Zapier

We are not resellers. We recommend the option that fits your needs and data constraints.

Proof

Where we have done this

Real systems in production, with the business problem, what we built and how the client uses it.

All work

Guides

Read before you decide

All guides

  • AI & data

    15 Business Processes You Can Automate with AI

    Fifteen repetitive processes small and mid-sized businesses automate most often, with what each looks like today, what to hand to software, when an…

Questions

About sales & crm automation

Do we need a custom CRM?

Rarely at first. If a mainstream CRM fits, we automate inside it. We build custom when the sales process, telephony or compliance needs are specific enough that off-the-shelf tools fight you.

Can you automate texting and calling?

Yes, with consent handling and do-not-contact rules built in. Our own CRM runs browser calling, SMS and call summaries.

Related

You may also be looking for

Free consultation

Not sure where to start?

A free 30-minute call is enough for us to tell you whether automation or custom software will pay off, what we would do first and roughly what it would cost. No preparation needed.

Talk about your sales processFind out what you can automate

Or reach us directly:info@datafunction.ca+1 416-319-3884