// implementation
Basic Set-Up
01
Accounts & Permissions
Our specialists will connect your team and set up the system to ensure that email addresses, calendars, permissions, and visibilities are configured correctly.
02
Migration & Structuring
We offer data migration and structuring services to design pipelines that reflect your business sales processes, organize and stratify data, and import data from any other CRM system.
03
Dashboards & Reports
Our service will keep you informed on key stats. We‘ll create and set up reports that showcase crucial sales points and make them accessible to all necessary users.
04
Webforms & Chatbots
We‘ll set up Webforms and Chatbots integrated with your website to automate your system and organize data correctly.
Implementation
Make it run!
Automation
Make it efficient!
Ongoing support
Make it reliable!
// Integration
Additional Integrations
- Lead Generation
- Appointment System
- Automated Communication
- Calling System
- Document Automation
- Invoice Automation
01. Lead Generation
Do you get leads from the Internet? We can automatically add them to the system, regardless of source (webform, chatbot, appointment scheduler, lead page). We ensure data is entered correctly from the start, avoiding any confusion that could slow down business growth.
Let us know your lead sources and we’ll connect them properly.
02. Appointment System
Track and manage upcoming events automatically with this integration. Generate a personal invitation link, handle meetings with Zoom, Google Meet and other apps. Get recordings saved, create data for prospects and create activities for upcoming events. Automatically book time in calendar, generate meeting room link and cancel meetings from CRM or calendar. Trigger email/SMS sequences, generate documents and notify specific people.
Let us know how should it work and we’ll take care of that.
03. Automated Communication
We can help you automate your business communication so that important information is always sent to your prospects and customers. We can add customer-specific data like meeting times, client details, and payment amounts to messages. We can also combine email campaigns with SMS and synchronize all data with prospects and clients in your CRM.
Convinced? Let us help you implement that!
04. Calling System
Modern technology can make your sales team’s job easier. Our automated and integrated call center system allows you to call leads directly from your CRM, save call history and recordings, and send/receive SMS with immediate saving into your system. We have our trusted applications, but we can also connect almost any existing system.
Interested? Contact us and tell us your preferences, and we’ll take care of the rest.
05. Document Automation
Our automated solutions can save you time by generating and filling documents with CRM data, sending these documents, getting them e-signed, sending follow-up sequences when clients forget and updating your data in the CRM. We also provide client portal solutions to collect documents, update your system, and send follow-up sequences.
Don’t hesitate, contact us to find out how we can help you save time!
06. Invoice Automation
Integrate and automate your company’s invoicing process to save time. We can help you create customer data, generate invoices from CRM, fill invoices, send and track payments, record payments and revenue, update deal status, and get CRM reports with valuable invoicing data.
Interested? Tell us about your current invoicing process and we’ll see how we can help.
REVIEWS
Satisfation in the first place
Pipedrive implementation. We are happy with our new CRM system. The service was great and quick. Big recommendations
See More...Krzysztof Gawrys
Owner
Kris is a true pleasure to work with. He will get it done fast and professionally. Highly recommend.
See More...Andrew Francini
Founder and CEO
I had the pleasure of working with Kris-Seamless Automation. I couldn't be more satisfied with the work accomplished. From the very beginning, he demonstrated an exceptional understanding of my needs, which greatly facilitated our collaboration. Communication was smooth and efficient throughout the project. The speed with which Kris executed the tasks was impressive, never compromising on the quality of the work. Every objective of the mandate was met 100%, showcasing his professionalism and dedication. I highly recommend Kris for any similar project, and I will not hesitate to call upon his services in the future. Thank you again for this excellent work!
See More...Frederic
Founder
Very happy with Kris and his Responsiveness.Thanks for always being around.
See More...Joel Bess
CEO
Seamless Automation Delivered Exactly What I Needed. I had an excellent experience working with Seamless Automation. Their team built a customized pipeline for my business using Zoho CRM, and their expertise really showed in how thoughtfully everything was configured. They successfully integrated Zoho with RingCentral, Zenoti, SendGrid, and even built several Make.com scenarios that now automate key parts of our operations. What stood out most was their ability to translate complex requirements into a user-friendly, fully functioning system that runs smoothly across platforms. Communication was prompt, professional, and solutions-oriented throughout the process. Thanks to Seamless Automation, we now have an automated system that saves us time and improves lead management and client communication. Highly recommend their services to any business looking to streamline their tech stack with real experts.
See More...Roberto Magana
CEO NovoSculpt
Smooth Migration from Pipedrive to Hubspot. Kris from Seamless Automation did an outstanding job helping us migrate from Pipedrive to Hubspot. It was a complex project with a lot of moving parts, but he made sure all our data was transferred accurately and our entire team was successfully onboarded. Great communication and a smooth process from start to finish. Highly recommended!
See More...Antoni Sikora
CMO Secfense
Integration between pipe drive and website app Very experienced and professional experience. The project was delivered on time and budget. I would use them again
See More...Robert Savage
Managing Director Savagebull
We approached with a daunting task after being refused by platforms to automate a part of our business. But Kris and his team pulled it off. It looked easy when it was ready but it must have grown him some grey hairs. instead of a simple landing-page, we now have a great CRM system to go along with it. If you are looking for automated IT processes you are at the right address. Seamlessly smooth they took some really difficult hurdles. And hence I can warmly recommend them.
See More...Walter van der Boor
Founder & CEO
We partnered with Seamless Automation to implement Pipedrive as our CRM solution, and the service has been exceptional. From the start, Kris has been incredible in understanding our specific needs and tailoring the implementation to meet our goals. The level of expertise and attention to detail provided by Kris went above and beyond our expectations.
See More...Marcela Delgado
Owner
The system that Kris and his team have created, allowed us to achieve a fully automated platform whereby leads generated from our Website will not only plug directly into our CRM, but also allow the client to book in via a self service diary system from a text message and email they receive upon submitting their enquiry. Furthermore, I am able to track the leads, monitor and measure my teams performance and help them to improve the sales process. Lastly through the email and text automations the client journey is very transparent and this improves our retentions, sales and conversions. Seamless Automation specialists have a deep understanding of sales processes and a solution that is bespoke to my needs. They have been amazing with translating my ideas and process flows into a fully automated sales system. By using this service you will convert more, sell more and understand where and how your clients move through the sales, and easily identify bottlenecks. Definitely recommend!
See More...David Sharpstone
Owner
No regrets working with Kris. Kris is always quick and responsive to get jobs done. He is very patient and understanding. His works allowed my business to collect data and leads in my CRM while automating repetitive tasks. You will not regret working with him!
See More...Anthony McQuilliam
Owner
We approached with a daunting task after being refused by platforms to automate a part of our business. But Kris and his team pulled it off. It looked easy when it was ready but it must have grown him some grey hairs. instead of a simple landing-page, we now have a great CRM system to go along with it. Now it's for us to optimize the business. We might need their help again for amendments later on. If you are looking for automated IT processes you are at the right address. Seamlessly smooth they took some really difficult hurdles. And hence I can warmly recommend them.
See More...Walter van der Boor
CEO/FOUNDER
We enjoy having him on our team for all our workflow automation in Pipedrive and Make. He is available, kind, and efficient. We can count on him; he masters the tools and how to help us get the results we want. He is the perfect partner for us for our automation needs.
See More...Sylvie Gendreau
Founder
Fast, Affordable, & Efficient!.From the moment I made my first appointment with Kris to the time my Zapier automation issue was fixed was less than 24 hours. I’m so appreciative of the knowledge and expertise Kris brought to help us with our launch!
See More...Kendley Davenport
President
Great to work with - very friendly. Great communicator. We ended up having to try a couple things before getting the ultimate solution - but overall, exceptionally happy with the outcome. I would recommend to my associations.
See More...Josh Elledge
Owner
From start to finish, we always have a great service from Kris and his team. I use them across two companies and he looks after both of them very well
See More...Paul Cox
Owner
