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Custom CRM & Automation · project-based

If a human does it 100 times, maybe a system should.

We design bespoke CRM and automation projects where the business case makes sense — lead routing, follow-up, reporting, integrations, dashboards and other repetitive workflows.

Talk about automation
What it can look like
Trigger

A lead comes in

→
Route

Sent to the right person

→
Follow up

Reminder & message sent

→
Report

Shows up on the dashboard

What we automate.

Lead routing

Follow-up

Reporting

Integrations

Dashboards

Automation isn't there because it sounds clever. It's there to make useful work more affordable and scalable.

Where automation shouldn't replace people →

So… what are you trying to fix?

Tell us what you're trying to grow, what's not working, or what decision you're stuck on. We'll figure out where StratGenius fits.

See what we do No giant brief required.