Every business relies on leads, but managing them manually drains time and invites mistakes.
Emails get missed, follow-ups go stale, and sales data loses consistency.
Kleritt automates your entire CRM and lead management process, from capturing new prospects to updating pipelines automatically.
The result is a connected, efficient system that gives your team more time to sell and less time to chase information.
What CRM Automation Solves
CRM and lead management automation eliminates the most common operational bottlenecks:
- Leads scattered across emails, forms, and spreadsheets
- Missed follow-ups or inconsistent outreach
- Duplicate or outdated records in the CRM
- Poor visibility into deal status or activity
Kleritt’s solutions replace these problems with automated, reliable workflows that keep every opportunity on track.
How Kleritt Builds CRM Automation
We implement automation that fits your sales process, not the other way around.
- Audit & Discovery
We map how leads enter, move, and convert in your current system. - Design & Integration
We connect data sources such as forms, chatbots, ads, or landing pages to your CRM (HubSpot, Pipedrive, Salesforce, etc.). - Automation Setup
We create workflows that log leads, assign ownership, send reminders, and update deal stages automatically. - Testing & Optimization
Each workflow is tested under real conditions to ensure reliability, accuracy, and data security. - Documentation & Training
We provide clear instructions so your team understands and controls every automation.
What You Can Automate
With Kleritt’s CRM & Lead Management Automation, you can:
- Capture leads automatically from web forms, chat, and campaigns
- Qualify leads using AI-based scoring or triggers
- Sync contact information across systems instantly
- Assign leads to sales reps based on territory or workload
- Send automatic follow-ups and reminders
- Generate weekly sales reports without manual input
These workflows reduce administrative work and ensure every lead is handled consistently.
Why Choose Kleritt
- Clarity in every step: We build automations that are transparent and easy to manage.
- Tool-agnostic: We work with your CRM, no need to switch platforms.
- Secure & GDPR-aligned: Every integration respects privacy and compliance standards.
- Scalable systems: Start with core automations, expand as your team grows.
- Designed for SMEs: Lightweight, reliable, and built for practical results.
Kleritt’s focus is to give your sales process structure, without adding complexity.
Example Use Case
A marketing agency receiving hundreds of monthly leads automates its intake with Kleritt.
- Leads flow directly from website forms into HubSpot.
- AI scoring ranks them by conversion potential.
- Qualified leads trigger an automatic follow-up email and Slack notification.
What used to take hours of manual sorting now happens instantly, and no lead gets lost.
