CRM & Automation · Magic Pulpo

Your CRM should close deals.

We implement, repair and automate CRMs on Salesforce, HubSpot, ActiveCampaign or the stack you already own. Record-keeping becomes an active revenue engine: scoring, routing, journeys and data your team can trust.

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Our point of view

The platform is rarely the problem.

Lead-to-close designed once
Enforced by the system, not by discipline
Your team stops doing the automatable part

The build

What we set up.

Chosen to fit, with no vendor loyalty

Salesforce for enterprise depth, HubSpot for speed, ActiveCampaign for lean teams, custom where nothing fits. We recommend on your requirements and integrate with what you keep. We resell nothing.

Pipeline automation

Lead scoring, opportunity routing, automated follow-up and pipeline dashboards. Journeys triggered by real CRM events such as behaviour, in addition to time delays. Your sales team closes; the system does the admin.

Data quality & integration

A CRM is only as good as what is in it. Deduplication rules, validation logic, and documented API integrations with your site, forms, email and warehouse, so the data stays clean after we leave.

The engagement

How it works

A structured engagement from first call to measurable results.

01
CRM audit
Your current org, whichever platform: data model, automation health, integration points, and the gaps causing manual work.
02
Revenue architecture
The lead-to-close flow: stages, SLAs, scoring criteria, and the triggers that move prospects automatically. Platform decision made here if one is due.
03
Build & configure
Flows, journeys, field mapping, custom objects, built in your own org and documented as we go.
04
Test & validate
End-to-end scenarios with real data, UAT with your sales and marketing teams. No surprise behaviours in production.
05
Train & hand over
Admin training, user documentation, and a 30-day hypercare period with direct access to the architect who built it.