CRM & Sales automation to boost your revenue

How CRM & Sales automation can boost your business?

Unlock more sales, save time, and never let a lead slip through the cracks. From lead capture to deal closure — automate it all.

Automated follow-ups

Send personalized email sequences and reminders at the perfect time — without lifting a finger. Never forget to follow up again.

Smart scheduling

Let leads book meetings directly with your team using calendar syncing and AI-based availability — no back-and-forth required.

Pipeline automation

Move deals through pipeline stages with smart triggers based on actions, status, or deal size — keeping your sales process flowing.

Activity tracking

Automatically log emails, calls, and tasks in your CRM, ensuring no touchpoint is missed and your data stays 100% accurate.

Smart Notifications & Tasks

Trigger real-time alerts and assign tasks based on deal status or lead actions — keeping your team proactive and responsive.

Seamless integrations

Connect your CRM to tools like Slack, Google Sheets, Notion, and much more — syncing data across platforms effortlessly.

Auto lead scoring

Automatically score leads based on behavior, engagement, and ideal customer profile — so your team focuses only on the hottest opportunities.

Meeting automation

Automate meeting scheduling, send calendar invites, and prevent no-shows with smart reminders and follow-ups.

Sales process automation

Automate your entire sales workflow — from lead qualification to deal closure. Reduce manual tasks and close deals faster.

Deal tracking & forecasting

Track deal progress automatically and get accurate sales forecasts with AI-powered insights and real-time pipeline updates.

CRM & Sales automation is a game-changer for your growth

Higher sales, happier customers, effortless growth and much more.

10+ hours/week

saved per rep by automating data entry, follow-ups, and task updates frees up your sales team to focus on what really matters — closing deals.

14.5% increase

in productivity in companies using CRM automation report an average 14.5% boost in sales productivity and 12% reduction in sales cycles.

77% more leads

nurtured automatically with automated workflows that help you engage and nurture more than 3x the number of leads — without hiring extra staff.

80% of sales

require 5+ follow-ups and most reps give up too soon. Automation ensures consistent follow-up — boosting conversion rates without the manual effort.

771% ROI

the average CRM automation solution generates an ROI of nearly 9x, thanks to saved time, increased conversion, and better forecasting.

42% of experts

in sales say CRM automation improves forecast accuracy. Automation helps you spot bottlenecks and optimize your sales process in real time.

90% reduction

in no-shows with automated meeting scheduling and smart reminders that keep prospects engaged and committed.

3x faster

deal closure with automated sales processes that eliminate bottlenecks and keep deals moving through your pipeline.

50% more meetings

booked automatically with smart scheduling that matches prospects with the right team member at the perfect time.

Manual CRM & Sales VS business with CRM & Sales automation

Just the new way of working.

Manual CRM & Sales

Outdated. Inefficient. Costly.

Leads fall through the cracks. Manual data entry eats 30%+ of your day. Zero follow-up consistency and lost deals. Forget and missed calls, tasks, and deadlines. No visibility into your pipeline. Growth limited by human error and burnout. Meeting scheduling is a nightmare with endless back-and-forth.

Automation

Modern. Scalable. Profitable.

Team sells more, faster, with 10x less stress. Every lead nurtured automatically. No more data entry — everything auto-logged. Nothing missed. Ever. Smart alerts + task assignments in real time. One-click pipeline updates & status changes. Meetings book themselves with zero friction.

How do we take your business to the next level?

Simple. Effective. Affordable.

Why do businesses need business automation?

Step 1. Reach out

We analyze your current CRM workflow and sales processes and identify the areas that can be automated and where AI can help you. If we can't help you, we won't take you as a client.

Step 2. Start

We roll up our sleeves and dive deep into work. You can start seeing results in weeks, not months and save thousands of dollars on your monthly expenses as soon as possible.

Step 3. Optimize

We monitor your CRM and sales automation to ensure it is working efficiently and optimize it to improve your productivity and efficiency.

Why companies choose Kly Agency?

Responsible. Special. Client-oriented.

No full upfront payments

We do not require pay for our services at once. Instead, we break up scope in stages and get paid after each delivered stage.

Focused on ROI

We prioritize your return on investment by carefully analyzing your needs and implementing solutions that deliver measurable results.

Deep expertise

Our team of experts has years of experience in both business automation and AI implementation. We understand your needs and implement solutions that are tailored to your business.

Rapid setup

First workflows go live in days, not months. We start working on your needs as soon as we agree on the tasks. You can see progress and results from the very beginning.

Transparency

You get detailed reports on the progress of the project and the results of the automation. You can always ask a question or make a change, we're flexible.

Trust

We deeply care about your business and your success. If we feel we won't add value and help you grow - we will not take you as a client and will not waste your time and money.

Frequently asked questions about CRM & Sales automation

And simple answers to them.

What is CRM automation and how does it work?

CRM automation refers to the use of software and workflows to automatically manage customer interactions, sales processes, and follow-ups. It works by triggering actions (emails, task creation, notifications, lead scoring) based on user behavior, pipeline stages, or time-based rules — reducing manual work and improving efficiency.

What are the benefits of CRM automation for small and medium businesses?

CRM automation helps SMBs save time, close more deals, and deliver better customer experiences without hiring more staff. By automating repetitive tasks, businesses can increase productivity, reduce lead response time, and keep their pipeline organized — all critical to scaling sustainably.

How does automated lead scoring in CRM help sales teams?

Automated lead scoring ranks prospects based on their fit and engagement (e.g., email opens, website visits, actions taken). This ensures your sales team focuses on the most qualified leads — increasing close rates and reducing wasted effort.

How much does CRM automation cost and what's the ROI?

Costs vary based on your business size and complexity, but most companies see a 5x to 9x return on investment. Our team provides a personalized quote based on your setup and expected automation impact. On average, CRM automation boosts conversion rates by 15–30%.

Can your CRM automations integrate with our existing tools?

Yes, absolutely! We integrate with any popular tools. If it has an API, we can make it work for you.

Do you offer ongoing support and maintenance?

Yes — we offer managed automation services including monitoring, optimization, and support. We make sure your systems keep improving and evolving as your business grows.

How does sales automation improve meeting scheduling?

Sales automation eliminates the back-and-forth of meeting scheduling by allowing prospects to book directly with your team. Smart calendar integration, availability matching, and automated reminders reduce no-shows by up to 90% while saving hours of manual coordination.

Can automation really close deals faster?

Absolutely! Automated sales processes reduce bottlenecks, ensure consistent follow-up, and keep deals moving through your pipeline. Companies using sales automation typically see 3x faster deal closure and 50% more meetings booked automatically.

How do I get started with Kly Agency?

Start with a free consultation and audit — we'll analyze your current workflows, identify automation opportunities, and show you how much time and money you can save.

CRM and Sales automation that boosts revenue, closes deals & scales your business