# Business Process Automation in CRM | Auspex — Less Routine

> Automatic lead distribution, follow-ups, reminders, reports, integrations. Your team sells — the system handles routine. Zero lost leads.

Source: https://auspex.company/en/services/automation/

[Services](/en/services/) / Business Process Automation

# Business Process Automation

Your team sells — the system handles routine.

Timeline

ongoing

Starting at

from €800

Includes

40–60% less manual

Live in

8–12 automations

↳ THE PROBLEM

## Business Process Automation

Automatic lead distribution, follow-ups, reminders, reports — without human intervention. Result: 40-60% less manual work, zero lost leads.

↳ HOW WE SHIP IT

## What We Automate

1

### Lead Distribution

New lead from website, Instagram, Viber, or phone — automatically routed to the right manager. By region, product type, or round-robin.

2

### Follow-ups & Reminders

Manager didn't call back in 2 hours? System reminds them. Client didn't respond to proposal? Automatic follow-up. Deal stalled? Manager gets notified.

3

### Reports Without Manual Work

Every Monday at 9:00 AM — report in Telegram: new leads, conversion, sales volume, overdue deals. No manual spreadsheets.

4

### Integrations

Messengers (Telegram, Viber, WhatsApp), telephony (Ringostat, Phonet, Unitalk), email, website forms, ad accounts — all data flows into one CRM automatically.

5

### Documents

Automatic generation of proposals, contracts, invoices from CRM data. One click — document ready and sent to client.

↳ THE OUTCOME

## What You Get

01

40-60% less manual routine work for managers

02

Zero lost leads — each automatically assigned to a responsible person

03

Weekly reports in Telegram without a single click

Let's map what this means for your business — in a free 30-minute audit.

[Book a free audit →](#contact)

↳ RELATED CASE

## Residential developer

[All cases →](/en/cases)

Real estate development · Ukraine

Problem

No single source of truth for unit availability, deals and payments — data split across tools, with reporting assembled by hand.

Result

One source of truth for availability, deals and payments; four BI reports; payment flow automated via a smart process.

Bitrix24FloorixBI-BuilderSmart Processes

↳ FAQ

## Frequently Asked Questions

01 We already have a CRM — can you just add automations? +

Yes, this is our most popular request. We'll audit your current CRM, identify where the most manual work happens, and automate in phases — starting with the highest-impact processes.

02 What specific processes can be automated? +

Lead distribution, follow-up emails and calls, manager reminders, document generation, management reports, lead capture from ads, client notifications about order status. If a process repeats — it can be automated.

03 How long does it take to implement automations? +

Basic set (lead distribution + follow-ups + reports) — 1-2 weeks. More complex scenarios with integrations — 2-4 weeks. We implement in phases, so you'll see first results within a week.

04 Won't everything break if our processes change? +

Automations are flexible — they can be modified without a developer. We'll train your admin on basic changes, and for complex ones — our support is always available.

↳ FREE AUDIT 30 min · free · ↓

## Ready to Get Your Sales Under Control?

Free process audit — 30 minutes, and you'll receive:

1,200+ companies since 2015 · 30-day median go-live

01 A map of where you're losing leads

02 Priorities: what to automate first

03 An implementation plan for 2-4 weeks

We'll call within 24 hours. The plan is yours, even if we don't work together.