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Workflow & CRM AutomationReplace manual busywork with systems that run themselves
YoursVA maps the repetitive tasks in your business and connects your existing software and CRM so those tasks run automatically. We also keep the CRM itself clean and organised, document every workflow, and monitor it after launch.
What is included
- Mapping of repetitive tasks and handoffs
- Connecting forms, spreadsheets, email and your CRM
- Automatic lead capture, routing and follow-up reminders
- CRM cleanup: pipeline stages, fields and duplicates
- Written SOP for every workflow we build
- Ongoing monitoring and fixes
Who it is for
- Small teams losing hours to copy-and-paste admin
- Sales teams with a CRM nobody trusts
- Businesses growing faster than their manual processes
- Founders who want reporting without chasing people
What you receive
Working automations inside your own accounts, a tidy CRM, and a plain-language document that explains what each workflow does and how to change it.
Every engagement follows the same six-step onboarding method, so scope, KPIs and reporting are agreed before work starts.
Delivered by an in-house team
The work is done by YoursVA employees at dual-screen workstations in our own office in Bangladesh, with high-speed internet, backup power and a manager on site.
Workflow and CRM Automation: common questions
Do I need to buy new software for workflow automation?
Usually not. YoursVA starts with the tools and CRM you already use and connects them. New software is only suggested when an existing tool cannot do the job.
What kinds of tasks can be automated?
Common examples are capturing leads from forms into a CRM, assigning leads to the right person, sending follow-up reminders, updating spreadsheets, and producing regular reports.
Does YoursVA maintain the automations after setup?
Yes. YoursVA documents each workflow and can monitor and adjust it on an ongoing basis as your process changes.
Tell us the task you want off your desk
Send a short description of the work. We reply by email with questions, a suggested setup and a quote.