Process IQ Automation

Fix Your CRM.
Automate Your Business. Grow Faster.

We help growing businesses fix their CRM, automate repetitive work, and use AI to turn more leads into customers.

Book a Free Automation Audit See How It Works
CRM Implementation · AI Automation · Marketing Automation · Sales Automation · Reporting
Security-Conscious Implementation
1-Day Response SLA
Senior-Only Delivery
0
M+
Revenue Attributed
0
×
Avg. ROAS Lift
0
%
CRM Accuracy
Abstract automation network visualization Automation, connected
How It All Connects
Lead comes in
Form, ad, or referral
AI qualifies it
Prioritized automatically
CRM updates
No manual data entry
Follow-up triggers
Right message, right time
Sales follows through
Nothing falls through the cracks
Revenue & reporting
Updates automatically
CRM AI Automation Marketing Sales Reporting
$4M+
Revenue Attributed
Across active client portfolios
142
Automations Deployed
Live RPA workflows
3.1×
Average ROAS Lift
Post-architecture baseline
98%
CRM Data Accuracy
Post-unification average
The Problem

Your Business Shouldn’t Run on Manual Work.

Leads are falling through the cracks

Leads come from forms, ads, websites, and social media — but follow-up isn't consistent.

Your CRM isn't working for you

Your team spends too much time updating records, cleaning data, and managing disconnected systems.

Your team is doing repetitive work

People spend hours moving information between systems, building reports, and doing admin tasks by hand.

Your systems don't talk to each other

Marketing, sales, CRM, and reporting exist in separate places — with no single source of truth.

If your team is doing something manually over and over again, there’s probably a better way.

Process IQ

Built on Automation.
Designed for impact.

We fix your CRM, automate the repetitive work slowing your team down, and connect your marketing and sales so more leads turn into customers.

Explore our solutions
IQ

CRM

+

Build a CRM Your Team Actually Uses

Full pipeline visibility, zero silos — 98% data accuracy after we're done.

→

AI & Automation

+

Let AI Do the Repetitive Work

78% of manual ops replaced — from lead routing to reporting.

→

Marketing Automation

+

Turn More Leads Into Customers

3.1× average ROAS lift — every ad dollar traced to revenue.

→

Sales & Reporting

+

Automate Your Sales Process

One clear view of pipeline and revenue — −55% reporting overhead.

→
SALESFORCE MARKETING CLOUDDesign customer journeys that move from data to revenue.→
The Transformation

From Manual Chaos to an Automated Business System

Before
1 Lead arrives
2 Employee checks email
3 Manually enters CRM
4 Creates task
5 Sends follow-up
6 Updates spreadsheet
7 Creates report manually
8 Manager reviews data
After
1 Lead arrives
2 AI qualifies lead
3 CRM updates automatically
4 Lead routed to right salesperson
5 Follow-up triggered automatically
6 Sales activity tracked
7 Dashboard updates automatically
8 Management sees real-time information
AI, Applied

AI That Actually Does the Work

AI shouldn’t just answer questions. It should help your business execute work.

AI Lead Qualification

Automatically identify and prioritize your best leads.

AI CRM Management

Keep customer and sales data organized and up to date.

AI Follow-Up

Trigger personalized follow-up based on lead behavior.

AI Reporting

Automatically generate business reports and insights.

AI Operations

Connect systems and reduce repetitive admin work.

AI Sales Assistance

Help sales teams prioritize opportunities and act faster.

How We Work

How Process IQ Works

01

Audit

We analyze your CRM, processes, and bottlenecks.

02

Design

We identify automation opportunities and build your roadmap.

03

Build

We implement the CRM, integrations, workflows, and AI automation.

04

Optimize

We monitor performance and continuously improve the system.

Start Your Automation Audit
Who We Help

Built for Businesses That Are Ready to Scale

Growing Service Businesses
Sales Teams
Marketing Teams
Operations Teams
Growing Companies

Works With the Tools Your Business Already Uses

We meet you where you already are — no need to rip out your existing stack.

CRM Marketing Advertising Automation AI Analytics
Client Impact

Real Problems. Real Automation. Real Results.

Together with our clients, we're shaping an enduring, automation-powered future for businesses and revenue teams.

View more
Series B SaaS
Pipeline Acceleration
Scaled from $5M to $18M ARR with unified CRM + Ads attribution.
+42%
SQL Speed
3.1×
ROAS
−68%
Manual Ops
Enterprise B2B
Revenue Attribution
92% attribution accuracy for 200-person professional services firm.
92%
Attribution
−55%
Reporting
100%
Pipeline
Logistics Co.
Automation Overhaul
14 manual workflows replaced across 3 enterprise systems in 6 weeks.
78%
Automated
4.2×
Speed
+38%
Velocity
Read the full case study
News & Insights

In and around Process IQ

Process IQ Newsroom
10 Jun, 2026
CRM Architecture
How to Unify Your CRM and Ad Spend in 30 Days
A step-by-step framework for connecting Salesforce to Google and Meta Ads attribution.
Read more
5 May, 2026
RPA Automation
The True Cost of Manual Operations in B2B
How much is manual data entry and lead routing actually costing your business?
Read more
30 Apr, 2026
Revenue Ops
Salesforce vs HubSpot: Which CRM Architecture Scales Better?
A practical comparison based on real implementation experience, not vendor marketing.
Read more
Get Started

Find Out What You Can Automate.

Book a free 30-minute Automation Audit and we'll identify the biggest opportunities to improve your CRM, automate repetitive work, and improve your lead-to-revenue process.

CRM & automation audit
We review your CRM, workflows, and lead follow-up process end to end.
AI & automation opportunities
We identify exactly where AI and automation can remove manual work.
Recommended next steps
A prioritized plan you can act on — no obligation to work with us.
Get My Automation Roadmap
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