CRM & Automation

Smarter Systems. Stronger Sales.

At Mektra, we help sales teams simplify, automate, and scale by turning your CRM into a true revenue engine. Whether you're starting from scratch or buried in clutter, we’ll streamline your stack and automate the busywork using tools like Pipedrive, Zapier, and Make—so you can close more, faster.

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Why Work With Mektra?

No bloated teams. No filler work.
Just lean, high-performance CRM systems built for real sales execution.

With 20+ years of frontline sales leadership, we cut through the noise and design CRMs that drive pipeline—not problems.

What You Get

• CRM Setup or Cleanup
  Pipedrive, Salesforce, or HubSpot—we make your CRM work the way your sales team actually sells.
• Workflow Automation
  Automate tasks, lead routing, reminders, sequences, and more with Zapier, Make, or native tools.
• Custom Dashboards
  Track deal flow, sales activities, and rep performance in real time.
• Lead Tracking
  Get full-funnel visibility from first touch to closed-won.
• Playbook Execution
  We bake your sales playbook into your CRM—so it’s not just written, it’s running.

Our 4-Step Process

1. Audit & Discovery
   • We assess your current systems, blockers, and revenue goals.
2. Build & Automate
   • We streamline your CRM and add automation for emails, tasks, sequences, and more.
3. Train & Launch
   • We onboard your team so nothing gets lost in translation.
4. Support & Optimize
   • Post-launch support with optional monthly optimization or admin packages.

Ideal For

• Sales teams scaling fast without process in place
• Founders tired of chasing leads manually
• Teams losing hours to admin work
• Anyone ready to sell smarter, not harder
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Tools We Work With

• Pipedrive
• HubSpot
• Salesforce
• Zapier / Make
• Apollo / ZoomInfo

Ready to Automate Smarter?

Let’s turn your CRM into a growth engine. Whether you're rebuilding or starting fresh, Mektra delivers CRM systems that scale—built for teams that sell.