Automation · CRM

Your CRM is only as good as its upkeep.

And in day-to-day work it almost never gets maintained: enquiries stay in the inbox, follow-ups depend on someone remembering. NordFlux builds CRM automation for mid-sized companies that captures leads automatically, enriches them and reminds you to follow up. With your existing CRM, without a forced system change.

The problem

The CRM is paid for. It still does not get maintained.

The licence is running, the database stays half empty. Not because your team is lazy, but because manual data entry always loses out in day-to-day business.

  • 01Enquiries from the website, the inbox and trade fairs end up nowhere: no contact, no case, no history.
  • 02Follow-up depends on the boss remembering. Anyone who is not reminded after the quote never hears back, and the lead goes cold.
  • 03Contacts are outdated or duplicated: the point of contact has changed, the company was renamed, the same customer appears three times with three spellings.
  • 04The deal status is never right. Reports and forecasts are worthless as a result, and no one knows which quotes are currently open.
Use cases
01

CRM automation in mid-sized companies: what we actually build.

Five processes that fall by the wayside in almost every sales team. After implementation, each one runs without manual input in your existing CRM.

01

Capture leads from every channel automatically

Website form, email enquiry, trade fair contact: every enquiry is automatically created as a contact and a case in the CRM, with source and initial enquiry in the history. Nothing is left sitting in the inbox anymore.

Savings 2–4 h per week
02

Enrich contacts automatically

For each new lead, company data, website, industry and point of contact are added automatically. Your sales team calls with context instead of half a record.

Impact complete records from day one
03

Follow-up reminders and follow-up sequences

After the quote, the system reminds you to follow up at the right moment or sends a coordinated follow-up sequence. No lead goes cold anymore just because someone was on holiday.

Impact no more forgotten quotes
04

Status updates with no manual work

Quote sent, reply received, appointment booked: the deal status in the CRM updates automatically. Your pipeline finally shows the real state, not the one from three weeks ago.

Impact a reliable forecast
05

Handover to quote and invoice

A won deal automatically creates the draft quote or invoice in the downstream system, with all customer data from the CRM. No one types out addresses for the third time.

Savings 1–2 h per order
Approaches

System-agnostic: your CRM stays, the manual work goes.

Whether Zoho, HubSpot or an industry solution: we automate the CRM you already have. Which toolset fits is decided by your use case, not by our favourite tool.

Workflow automation
n8n as the hub

n8n connects website, inbox, CRM and accounting through interfaces and keeps the data in sync. On request, run on a German server with full data sovereignty.

Microsoft world
Power Apps for data capture

If your sales team works in Microsoft 365, we build small apps for the gaps: for instance a trade fair app that writes contacts straight from the stand into the CRM instead of onto a notepad.

AI support
AI agents for unstructured enquiries

Emails and form text are rarely neatly structured. An AI agent reads the enquiry, recognises the company, the request and the urgency and creates the case correctly assigned.

How we work

The 30-day model.

From analysis to running CRM automation in 30 days, at a fixed price instead of an open-ended timesheet.

1

Initial analysis

We look at where your enquiries arrive today and where they get lost. 60 minutes, free and without obligation.

2

Concept and fixed price

You receive a concrete proposal: which processes will be automated, how your CRM is connected and what it costs. A fixed price, agreed in advance.

3

Implementation

We build the automation, connect website, inbox and CRM and test with real enquiries from your everyday work.

4

Handover and control

Your team can see at any time what was created and changed automatically. You get an introduction and documentation so that you can carry on working on your own.

Thinking further

The CRM is just one process among many.

If it is more your invoices, orders or internal processes that fall behind, it is worth looking at our process automation as a whole. There we show what typically pays off first in SMEs.

View process automation
Free initial analysis

How many leads are you losing between inbox and CRM?

In the free initial analysis we walk through your enquiry routes once and show where automation takes effect right away. 60 minutes, no obligation, no sales pressure.

  • Fixed price instead of an open-ended timesheet
  • Works with your existing CRM
  • You keep control over every record
Frequently asked questions
05

What SMEs often ask about CRM automation.

Funktioniert CRM-Automatisierung mit unserem vorhandenen CRM?

Ja, in aller Regel schon. Wir arbeiten systemoffen mit Zoho, HubSpot und vielen Branchenlösungen, angebunden über die jeweilige Schnittstelle. Ein CRM-Wechsel ist ausdrücklich nicht Voraussetzung, den empfehlen wir nur, wenn Ihr System keine brauchbare Schnittstelle hat.

Wir haben noch gar kein CRM. Hilft NordFlux auch bei der CRM-Einführung im KMU?

Ja. Bei der CRM-Einführung im KMU wählen wir gemeinsam ein System, das zu Ihrer Größe und Ihren Prozessen passt, und bauen die Automatisierung von Anfang an mit ein. So startet das CRM gefüllt und gepflegt, statt als leere Datenbank, die niemand nutzt.

Was kostet es, die CRM-Pflege zu automatisieren?

Das hängt von der Zahl der Kanäle und der Schnittstellenlage Ihres CRM ab, deshalb nennen wir keinen Pauschalpreis ins Blaue. Nach der kostenlosen Erstanalyse bekommen Sie ein Festpreisangebot für einen klar umrissenen Umfang. Als eingetragenes BAFA-Beratungsunternehmen in Vorbereitung informieren wir auch zu Fördermöglichkeiten.

Ist es DSGVO-konform, Leads automatisch zu erfassen?

Ja, wenn es sauber aufgesetzt ist. Die Automatisierung verarbeitet nur Daten, die Interessenten Ihnen selbst übermitteln, und wir dokumentieren, was wohin fließt. Auf Wunsch läuft die Automatisierung auf deutschen Servern, etwa mit selbst gehostetem n8n.

Behalten wir die Kontrolle darüber, was automatisch ins CRM geschrieben wird?

Ja, das ist Grundprinzip jeder NordFlux-Automatisierung. Jeder automatisch angelegte oder geänderte Datensatz ist als solcher gekennzeichnet und nachvollziehbar protokolliert. Kritische Schritte wie das Versenden von Nachfass-E-Mails können Sie zur Freigabe vorlegen lassen, statt sie voll automatisch laufen zu lassen.

CRM Automation for Mid-Sized Companies | NordFlux