StreamEdgeSolutions

Business Automation · Sales

CRM Automation

Make the CRM you already own update itself instead of relying on manual data entry.

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From$999USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A one-off project, delivered remotely, that layers automation onto a CRM you already own, so records are created and updated by the events that happen anyway rather than by someone typing them in afterwards. It assumes you already have a CRM — we do not supply or licence one.

  2. 2

    What you get

    4 deliverables, listed in full below

    • Automation rules running inside your CRM, with up to 3 source systems connected
    • A deduplicated contact and company base
    • Configured task and reminder rules
    + 1 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    3–5 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

A CRM showing customers, a sales pipeline and follow-up tasks — illustrative concept, not a screenshot of a client system
A CRM showing customers, a sales pipeline and follow-up tasks. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A one-off project, delivered remotely, that layers automation onto a CRM you already own, so records are created and updated by the events that happen anyway rather than by someone typing them in afterwards. It assumes you already have a CRM — we do not supply or licence one.

A CRM fails for one reason above all others: the data in it is stale, because keeping it current is somebody’s least favourite task. This work connects the CRM to the systems where things actually happen — your website, your inbox, your quoting or invoicing tool — so records update themselves, tasks are created by rules, and the pipeline reflects reality without a weekly clean-up session.

The problem it solves

You bought a CRM, and now you have an expensive database that is three weeks out of date and that half the team has stopped opening.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

4 deliverables

  • Automation rules running inside your CRM, with up to 3 source systems connected
  • A deduplicated contact and company base
  • Configured task and reminder rules
  • A recurring data hygiene report

What's included

The work covered by the figure in the buy box, at no extra cost.

  • CRM audit
  • Up to 3 source system connections
  • Deduplication pass
  • Automation rules
  • Hygiene reporting
  • Team training

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Automatic record creation from web and email events
  • Field updates driven by activity rather than typing
  • Rule-based task and reminder creation
  • Deduplication of contacts and companies
  • Stage progression rules
  • Data hygiene reports flagging stale or incomplete records

How it works

The delivery sequence from order to handover.

  1. 1

    Audit the CRM and check feasibility

    We look at what is in it, what is stale, where the data comes from, and whether your CRM’s API actually supports the automations you want. If it does not, you hear that before development starts.

  2. 2

    Find the sources

    Identify which systems already hold the truth for each field.

  3. 3

    Automate the updates

    Records are created and maintained from those sources.

  4. 4

    Clean what exists

    Duplicates merged, stale records flagged for review.

  5. 5

    Report on hygiene

    An ongoing report so the data does not silently rot again.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 3–5 weeks.

Delivery method
Remote Setup
Expected delivery time
3–5 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • An existing CRM with an accessible API
  • Administrator access to that CRM
  • Agreement on which system owns each field

Who this is for

  • Businesses already running a CRM they underuse
  • Sales managers who chase the team for updates
  • Teams double-entering data between CRM and other systems
  • Anyone whose pipeline reports are not trusted

Business needs this addresses: Manage customers, Automate work, Integrate systems

What's not included

Just as plainly as the list above: the things this package is not.

  • CRM subscription fees
  • Automations your CRM’s API does not expose — the feasibility check identifies these before development starts
  • Migration from one CRM product to another, quoted separately
  • Historic data that cannot be recovered from any source
  • Sales process consulting

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

Which CRMs do you work with?

Any CRM with a documented API. Before quoting we check that the specific automations you want are supported by that product’s API — if they are not, we tell you before development starts rather than after.

We do not have a CRM yet.

Then the CRM System product is the right starting point. This one assumes you already have something to automate.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

Ask a questionRequest a custom quote

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