CRM Automation
Your entire pipeline,
running itself
AutomO automatically captures leads from everywhere, enriches their data with AI, and moves them through your pipeline — without a single manual update.
🧠
AI Score 84/100
🔥
12 hot leads
→
Moved 3 to Demo
What you get
Five automations. Zero manual work.
AI Lead Enrichment
Upload a CSV or connect via API. GPT-4o fills in job title, company size, industry, LinkedIn, and pain points — automatically, for every contact.
Pipeline Auto-Advance
Email opens. Link clicks. Calendly booked. AutomO advances your deals on real buyer signals — no manual drag-and-drop required.
Auto Lead Scoring
AI scores every contact 0-100. Hot leads (70+) auto-assign to sales with Calendly link. Cold leads (30-) enter nurture. You focus on the right deals.
Calendly Auto-Send
When a lead hits Qualified, AutomO auto-sends a Calendly booking link. When they book, the deal advances to Demo — hands-free, zero friction.
Automated Task Creation
Every stage generates tasks: send proposal, follow up email, schedule discovery call. Tasks appear in your dashboard with due dates. No task ever gets missed.
Kanban Pipeline View
Lead → Qualified → Demo → Proposal → Won/Lost. Every contact, every stage, one real-time view. Drag-free — the AI moves deals for you.
The process
Up and running in 30 minutes
01
Connect your sources
Import contacts via CSV or connect to HubSpot, Salesforce, Pipedrive, or any CRM via API. AutomO pulls in your existing contacts and starts analyzing them immediately.
02
AI captures and enriches
GPT-4o reads every contact and fills in the blanks: job title, company size, industry, LinkedIn URL, and pain points. Your team works from complete, enriched data within 24 hours.
03
Pipeline moves automatically
Set your triggers: email opened → advance to Qualified. Calendly booked → advance to Demo. AI scores every lead. Hot leads get Calendly links instantly. You manage the deals, not the admin.
Integrations
Works with your existing stack
Calendly
Auto-send Calendly links when leads hit Qualified. Meeting booked → deal advances to Demo automatically.
✓ API Ready
Stripe
When a deal closes and payment is confirmed, AutomO flags it as Won and routes to your billing workflow.
✓ API Ready
HubSpot
Sync contacts bidirectionally with HubSpot. All AutomO enrichments and scores flow back into your HubSpot CRM.
✓ API Ready
Pipedrive
Two-way sync with Pipedrive. Pipeline stages, activity logs, and deal values stay in sync across both systems.
OAuth Setup
Pricing
Simple, scalable pricing
CRM Starter
$299/mo
billed monthly · up to 500 contacts
- AI contact enrichment
- Pipeline kanban view
- Basic lead scoring
- Automated task creation
- CSV import (up to 500)
- Email support
CRM Growth
$499/mo
billed monthly · up to 2,000 contacts
- Everything in Starter
- AI-powered lead scoring (GPT)
- Calendly auto-send on Qualified
- Pipeline auto-advance triggers
- Meeting booking integration
- Owner notifications
CRM Scale
$599/mo
billed monthly · unlimited contacts
- Everything in Growth
- Unlimited contacts
- API access + webhooks
- Custom pipeline trigger builder
- Advanced A/B testing
- Dedicated account manager
Questions
Common answers
Do I need a new CRM to use this?
No. CRM Automation works with contacts you already have — upload a CSV, or connect to your existing CRM via API. It's an automation layer on top of whatever you already use.
How does AI enrichment work?
We use GPT-4o to analyze each contact and return job title, industry, company size, LinkedIn URL, and pain points. Data is written back to the contact record in real time — your team sees enriched contacts within 24 hours.
How does pipeline auto-advance work?
Configure your triggers: when a contact opens an email → advance to Qualified. When they book a Calendly → advance to Demo. Automations fire automatically without manual updates. No drag-and-drop required.
What happens to cold leads?
Leads scoring below 30 automatically enter a nurture sequence. They receive a 3-step drip email with Calendly links. Your team focuses exclusively on hot and warm leads.
Can I use this alongside other AutomO products?
Yes. CRM Automation integrates with Chatbot (captures become CRM contacts), Voice Agents (leads auto-enrich), and cold email (contacts enter the pipeline). All products share the same contact database.
Stop managing your CRM. Start growing your pipeline.
Setup takes 30 minutes. First enrichment completes in 24 hours. No credit card required to start.
Open CRM Dashboard →0-100
AI lead scoring
24hr
Enrichment turnaround
5
Pipeline stages