CRM automation consultant · done for you

A CRM automation consultant who builds it, then keeps it working.

A CRM automation consultant configures and automates the workflows inside and around your customer relationship management system: how leads enter, who they are routed to, which follow-ups fire, how deals move through the pipeline and what gets reported. PURIST does this as a done-for-you service on HubSpot, Pipedrive, GoHighLevel, Salesforce, Zoho and others, connecting the CRM to your forms, inbox, calendar and billing with n8n, at published monthly or one-time prices.

Get a free automation audit → Book a 15-min call

Updated September 27, 2026 · Written by Steve, founder of PURIST · Prices below are our real prices

Why most CRMs end up as expensive contact lists

A CRM only pays off when the data in it is complete and current. In small and mid-size teams that depends on people remembering to log calls, update stages and set follow-up tasks, on top of selling. When they are busy, they stop, and within a few months the pipeline report no longer matches reality.

The CRM's own automation features can fix much of this, but they take time to design well: routing rules, lifecycle stages, sequences, required fields, deduplication. They also stop at the CRM's edge. Leads from a web form, a calendar booking, a phone system or an invoicing tool still need to be connected, and that is where most setups quietly break.

A CRM automation consultant closes that gap. The job is less about clicking settings and more about deciding the rules: what counts as a qualified lead, what happens in the first five minutes, when a deal is stale, and what the owner needs to see on Monday morning.

What a CRM automation consultant sets up

Lead capture from every source

Website forms, ad leads, chat, calls, calendar bookings and inbound email create or update the right contact and deal automatically, with the source recorded.

Routing and assignment

Leads go to the right person by territory, service, value or round robin, with an alert and a deadline for the first reply.

Instant and scheduled follow-ups

A personal reply within minutes, then follow-ups by email or text until the lead books, replies or opts out, all logged on the record.

Pipeline hygiene

Stages update from real events (meeting booked, proposal sent, invoice paid), stale deals are flagged, duplicates are merged and required fields are enforced.

Handoffs to delivery and billing

Won deals trigger onboarding tasks, contracts, invoices in QuickBooks, Xero or Stripe, and a kickoff message, without anyone re-typing data.

Reporting that matches reality

Weekly pipeline, conversion by source and response times delivered to your inbox or Slack, built on data the automations keep clean.

AI where it helps

Claude summarizes calls and email threads onto the record, drafts follow-ups for review and scores inbound leads against your criteria.

What your manual work costs you today

Enter your own numbers. Nothing is sent anywhere; the maths runs in your browser.

People doing the task Hours each, per week Loaded cost per hour ($)

Per year

Hours per year

Automation rarely removes 100% of a task. Plan on the part that is pure copy-paste, chasing and re-typing.

How an engagement works

Audit

We review your CRM, lead sources and current process, and list what is broken, missing or done by hand.

Design the rules

Stages, routing, follow-up timing and reports agreed with you in plain language before anything is built.

Build and connect

Automations inside the CRM where it does the job well, n8n where you need to connect other tools or logic it cannot handle.

Train and maintain

Short training for your team, documentation, then monitoring and changes as your process evolves.

What it costs

The same plans and prices as our pricing page. Pay monthly, with maintenance, monitoring and updates included, or choose a one-time deployment. Every plan has a 30-day money-back guarantee, and the first step, the audit, is free.

START HERE

YOUR FIRST AUTOMATIONS

Starter

3 production-ready workflows on your biggest time sink. Scoped on a 15-minute call, live in 7 days.

€390 /month

Or €790 one-time deployment

€130

per workflow

7 days

to go live

3 workflows

1 integration

48h SLA

Best for: A first win on one bottleneck

✓ 3 production-ready workflows on your biggest time sink
✓ Connected to the tools you already use
✓ 24/7 monitoring and fixes included
✓ Move up to Automation Pro anytime
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

Automation Pro

12 production-ready workflows in a single deployment. Built with certified automation engineers.

€890 /month

Or €1,450 one-time deployment

€74

per workflow

5–7 days

to go live

12 workflows

2 integrations

24h SLA

Best for: Running the whole back office on autopilot

✓ Replaces 12 manual processes and disconnected tools
✓ Designed to target ~95% less manual data entry, ~85% faster response time, ~80% fewer errors
✓ n8n, Make & Zapier certified
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

NEXT-LEVEL AI

INTELLIGENT AUTOMATION

AI Agent Deploy

Custom AI agents. One deployment. Handles every repetitive task your team wastes hours on.

€1,090 /month

Or €1,990 one-time deployment

€218

per AI agent

7–10 days

to go live

5 AI agents

2 integrations

24h SLA

Best for: Replies, qualification and support handled by AI

✓ Handles every repetitive task your team does manually
✓ AI-powered lead qualification, support and scheduling
✓ Integrates with your existing CRM, email and tools
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

BEST VALUE · COMPLETE SYSTEM

AUTOMATION + AI AGENTS

The Full Stack

Automation workflows plus AI agents. One complete system designed for today's operations and tomorrow's scale.

€1,650 /month

Or €2,750 one-time deployment

€97

per workflow or agent

7–10 days

to go live

12+ workflows

5+ AI agents

Unlimited

12h SLA

Best for: Workflows and AI agents as one system

✓ The complete system automation today, AI agents tomorrow
✓ 30-day money-back guarantee
✓ Includes $300 of PURIST Studio credit for AI ads, video & UGC
✓ n8n, Make & Zapier certified workflows
✓ Replaces over €4,400 a year of disconnected SaaS tools

Get started → Or book a free 15-minute call

CRM automation consultant vs the alternatives

Each route fits a different stage. This is how they usually compare for a team of 2 to 50 people.

Option	Where it works	What to watch
Do it yourself	Simple pipelines and teams with someone who enjoys building workflows.	Takes time away from selling; rules and integrations tend to be half-finished and undocumented.
Freelance CRM specialist	A defined one-off project, such as a migration or a set of workflows.	Hourly billing, availability varies, and maintenance after launch is often not included.
CRM vendor partner or large consultancy	Enterprise rollouts, complex permissions and multi-team Salesforce projects.	Project fees and minimums sized for larger companies; usually focused on one CRM.
In-house RevOps hire	Larger sales teams with constant change and enough work for a full-time role.	A full salary, a hiring process and knowledge that leaves when the person does.
Done-for-you CRM automation (PURIST)	Published prices, any major CRM, integrations beyond the CRM, monitoring and changes included on monthly plans.	Not a fit for enterprise Salesforce programs with dozens of custom objects.

CRMs and tools we work with

We work in the CRM you already have, or help you choose one if you are starting out.

HubSpotPipedriveGoHighLevelSalesforceZoho CRMCloseAttioMonday CRMAirtableGoogle WorkspaceMicrosoft 365CalendlyCal.comStripeQuickBooksXeroTwilioSlackClaude (Anthropic)n8n

A good fit if…

✓Leads fall through the cracks between your forms, inbox and CRM.
✓Your pipeline report does not match what the team says.
✓You pay for CRM features nobody has had time to set up.

Not the right fit if…

✕You are rolling out Salesforce across several departments with a dedicated admin team.
✕You have fewer than a handful of leads a month and track them fine in a spreadsheet.

Questions people ask

What does a CRM consultant do?

A CRM consultant helps a business choose, set up and improve its customer relationship management system: data structure, pipeline stages, user roles, integrations and reporting. A CRM automation consultant focuses on the workflows, so that data entry, routing, follow-ups and updates happen automatically.

What is CRM in automation?

CRM automation means letting the system do repetitive customer-management tasks: creating contacts from forms, assigning leads, sending follow-ups, moving deals when something happens and producing reports. It keeps the CRM accurate without relying on people to update it by hand.

Will CRM be replaced by AI?

Unlikely. AI is being built into CRMs rather than replacing them, because you still need one reliable record of customers, deals and history. AI helps on top of that record: summarizing calls, drafting follow-ups, scoring leads and answering questions about the pipeline.

How much does a CRM automation consultant cost?

Freelancers and agencies usually bill hourly or per project, and prices vary widely. PURIST publishes fixed prices: Starter at €390 per month (three workflows), Automation Pro at €890 per month (twelve workflows), or the same work as a one-time deployment from €790. Monthly plans include monitoring and changes.

Which CRM should a small business use?

HubSpot suits teams that want marketing and sales together, Pipedrive suits sales-led teams that want a simple pipeline, GoHighLevel suits agencies and local businesses that want SMS and funnels built in, and Salesforce suits larger or more complex sales organisations. The right answer depends on your process, not the feature list.

Do you migrate data between CRMs?

Yes. We map fields, clean duplicates, move contacts, deals and history, and rebuild the automations in the new system, then run both side by side briefly to check nothing is lost.

How long does a CRM automation project take?

The first workflows, such as lead capture, routing and instant follow-up, are usually live within a week. A complete setup with integrations and reporting takes two to four weeks.

Do I keep ownership of the workflows?

Yes. Everything is built in your accounts and documented, so you keep the CRM configuration and the n8n workflows if you ever stop working with us.

What is the difference between a CRM consultant and a marketing automation consultant?

A CRM consultant works on the system of record for customers and deals: structure, pipeline, routing, sales follow-up and reporting. A marketing automation consultant works on campaigns before the sale: email nurture, lead scoring, segmentation and landing pages. The two overlap at the handoff from marketing to sales, which is exactly where leads are most often lost, so we design that handoff as one flow.

Workflow automation consulting Speed to lead automation Marketing automation consulting GoHighLevel vs n8n CRM and sales automation HubSpot vs Salesforce vs Pipedrive vs Zoho CRM CRM automation: the complete guide

Start with a free audit

Tell us how leads and work flow through your business today. We come back with the 3 automations worth building first, what each would cost, and what it would save. No commitment.

Get my free audit →