Lead routing, follow-up sequences, task creation, internal notifications, data sync. We replace the manual repetitive work your team does every single day with automations that run in the background without anyone thinking about them.
Most businesses are paying for CRM automation capabilities they've never turned on. Every manual follow-up email, every manually assigned lead, every task a rep has to remember to create - that's revenue leaking out of your business slowly.
Good CRM automation isn't about replacing your team. It's about making sure nothing falls through the cracks, the right person gets notified at the right time, and your team's energy goes toward selling - not administrative busywork.
We build automations that work reliably, are easy to understand, and actually get used. No black box logic. No automations that fire at 3am for no reason.
Manually assigning leads, sending follow-up emails, creating tasks, logging calls. All of it should be automated. None of it should require human attention.
A lead comes in on Friday afternoon. Nobody follows up until Monday. By then they've already talked to a competitor. Automation fixes this.
No alerts when a deal goes cold. No notification when a high-value lead fills out a form. Your reps are flying blind.
We work inside whatever platform you use.
We document every manual process your team does today that could be automated - lead handling, follow-up, task creation, notifications.
We design the workflow logic, triggers, conditions, and actions before building anything. You review and approve.
We build each workflow in your CRM, test it with real scenarios, and verify it fires correctly under all conditions.
We show your team what's automated, what they still need to do manually, and how to tell when something isn't working.
We monitor your automations for 30 days after launch to catch any edge cases and make adjustments.
"The automation sequences Pear built for us follow up with leads automatically for 30 days. We stopped losing deals just because nobody remembered to check back in."
Book a free call. We'll look at your current workflows and show you exactly what should be automated.
Book a Free Call