What is CRM automation and what is it used for?

CRM automation is a strategy that uses technology to manage, optimize, and automate interactions between a company and its customers at different stages. It saves time, increases efficiency, personalizes messages, and improves the overall customer experience, resulting in greater loyalty and improved sales results.

What real benefits do companies get from using CRM automation?

The most notable benefits include reduced time spent on repetitive tasks (up to 90% of the time spent on repetitive tasks), increased conversion rates, improved customer satisfaction, team integration, and automated data analysis for strategic decision-making. Furthermore, with solutions like Sintonai, achieving these benefits is quick and easy.

Can I try CRM automation before purchasing it?

Yes, Sintonai offers a free 500-message trial that you can request at https://dashboard.sintonai.com/createAccount without a card. This way, you can experience the results and learn firsthand how CRM automation can transform your business.

Do I need technical knowledge to implement CRM automation at Sintonai?

No, the Sintonai platform is designed to be intuitive and accessible, even without prior technical experience. Our team supports you throughout the entire process, from setup to customizing automations based on your goals.

What channels can I automate with Sintonai?

Sintonai allows you to automate WhatsApp Business, email, webchat, and SMS, offering an omnichannel experience for your customers. Each channel can be customized and connected to your business's needs.

A practical guide to getting the most out of CRM automation

May 31, 2025

Discovering the true potential of CRM automation in your company

AI Agent for your business FREE

For a limited time only! Try it for free! SintonaiMaximize your sales, reduce your costs, and improve your customers' experience with our intelligent chatbots.

Request your Free Trial

I've been working in digital marketing in Spain for over two decades, but the revolution we're experiencing with CRM automation surpasses any previous advancement. If you've come this far, it's because you know that transforming your processes isn't an option; it's a necessity. I want to show you, based on my personal experience as CEO of Sintonai, how a strategy based on CRM automation turns effort into tangible results for your service and sales.

We've helped dozens of businesses optimize their customer relationships by tailoring each interaction to their needs—and I'm convinced you can do it too. Let me share the practical, real-world keys to helping your company make the most of automation, with helpful examples and solutions, and without beating around the bush.

CRM Automation: Much More Than Technology

When I talk about CRM automation, most business owners think only of software, but it goes much deeper. It's a strategic approach that redefines the relationship between company and customer. We're talking about eliminating repetitive tasks, mass personalizing messages, and accelerating sales cycles—all automatically and accurately.

We recently worked with an online store that spent more than five hours a week answering frequently asked questions and sending purchase reminders. After implementing our CRM automation solution in Sintonai, that time was reduced by 90% and sales grew by 17% in the first month. This is real data with a direct impact.

CRM automation not only frees up time, but also optimizes the customer experience. A personalized message sent immediately after the first interaction increases the likelihood of closing by 42%, according to figures from Sintonai (2025). Thus, technology becomes your best ally to elevate each contact, without losing the humanity of your brand.

How does Sintonai help you in this process?

Every company has its own unique DNA, and at Sintonai, we understand this perfectly. My role is to work with you to analyze the challenges and opportunities in your sales and customer service funnel and design the CRM automation that best suits your needs. From the initial diagnosis to implementation, we support your team so you can see all the benefits in weeks, not months.

For example, we helped a sales team identify "dormant" customers and automatically reactivate those leads with personalized messages. The result: more scheduled meetings, less time wasted chasing prospects, and greater team satisfaction.

Our system also allows you to test strategies at no cost: you can try the Sintonai CRM automation with 500 free messagesWe designed it this way so you can experience the results and adjustments without compromise from day one.

Practical tips for getting the most out of CRM automation

Correctly segment your contacts: Create flows tailored to different segments, so that the content, channel, and pace of communication always fit each customer profile.
Automate repetitive tasks: Scheduling follow-up reminders, autoresponders, or birthday notifications are just the basics. Also consider sending personalized offers when a user interacts with your website.
Analyze and learn from data: CRM automation reports reveal clear patterns of behavior. For example, you'll see at what stage leads drop out of the funnel and which messages drive the most conversions.
Integrate channels and tools: Connect your CRM with WhatsApp, email, or web chat. A Sintonai-typical omnichannel approach increases response rates by more than 55% according to data from our own platform.
Continuously iterate and improve: Fine-tuning messages and automations is the key to sustained growth; test, measure, and test again, always guided by data.

Trends and future of CRM automation in Spain

By 2025, 781% of Spanish companies have already integrated a CRM automation solution, and 611% plan to increase their investment in the next 12 months (source: Sintonai barometer). This trend indicates the growing need for hybrid solutions that combine AI and personalization.

What I see is that SMEs are leading the adoption of intelligent automation, shattering the belief that only large companies can access these benefits. The real-life case studies we promote at Sintonai demonstrate this: from retail e-commerce to service companies, CRM automation is the new standard of efficiency.

In the words of one of our users: “Automation not only saves resources, but it also improves customer relationships and makes us feel closer to them.” I think this testimonial perfectly sums up our purpose: to transform daily work into real competitive advantages.

500-message free trial

If you want to check how far CRM automation can go in your company, at Sintonai we offer you a 500-message free trial, online and without a card. It's the perfect opportunity to transform your customer service, capture more sales, and optimize resources starting this month. Do you dare to take the plunge?

— Manuel Jurado, CEO of Sintonai