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Greta.Agency
Keep your CRM clean, current, and working for you

A CRM that
updates itself.

We build CRM automations that handle data entry, lead routing, pipeline updates, and follow-up reminders — so your CRM is always accurate and your team actually uses it.

Fix your CRM

What You Get

  • Auto-create contacts from inbound sources
  • Lead scoring and stage progression
  • Automated task creation and follow-up reminders
  • Deal stage updates based on activity
  • Duplicate detection and merging
  • Custom reporting and dashboards

How It Works

01

Audit

We review your current CRM setup — data quality, pipeline stages, automation gaps, and adoption blockers.

02

Clean

We deduplicate records, standardize fields, and fix data quality issues before building automations.

03

Automate

Lead routing, stage progression, task creation, and follow-ups are automated based on your sales process.

04

Maintain

Ongoing data hygiene rules keep your CRM clean. Dashboards show pipeline health in real time.

Built For

Sales teams with messy CRM data

Companies migrating between CRMs

Teams with low CRM adoption

RevOps teams standardizing processes

Common Questions

Which CRMs do you support?

HubSpot, Salesforce, Pipedrive, Close, Attio, and any CRM with an API.

Can you migrate us from one CRM to another?

Yes. We handle data migration, field mapping, automation rebuilds, and team training.

Ready to automate?

Tell us what you need. We'll scope it and have a plan in 24 hours.