Automated CRM Workflows
Pollinate is a customer engagement platform supporting service-led businesses with CRM strategy, client lifecycle management, and operational insights. They work closely with growing teams to improve how customer data is captured, maintained, and actioned across departments.
The Problem
Pollinate’s CRM was heavily reliant on manual updates and fragmented internal processes. Customer data was being entered inconsistently, often delayed, and sometimes missed entirely as it moved between teams. This created gaps in visibility and slowed down handovers between sales, operations, and account management.
As the business scaled, these inefficiencies became more pronounced. Teams lacked confidence in the accuracy of CRM records, follow-ups were delayed, and internal handovers required additional manual checks. Pollinate’s goal was to create a reliable, self-updating CRM system that reduced manual input while improving speed and data quality across the organisation.
The Solution
We implemented a set of AI-powered CRM workflows designed to automate how data was captured, updated, and distributed across Pollinate’s systems. Key actions such as record creation, field updates, task assignments, and follow-ups were automated based on real-time activity and context.
The workflows were built to operate quietly in the background, ensuring the CRM stayed accurate without requiring constant manual input. By introducing automation and lightweight AI logic, Pollinate gained a more reliable system that supported faster handovers, clearer ownership, and consistent data across teams.
The Results
89+
Records updated daily.
67%
Faster internal handovers.
45 hrs
Saved on CRM admin.
Turn manual work into automated systems.
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