CRM Automation & Tech Stack Integration

CRM Automation & Tech Stack Integration

One System. Fully Synced. Built to Scale.

Your CRM should be the central command center of your business—not a glorified contact list or a black hole of manual tasks.

At Mektra, we build and automate CRM systems that actually drive revenue. From lead capture to deal close, we connect your entire sales tech stack into a single streamlined engine—automated, trackable, and built for growth.

Whether you’re using our white-labeled platform or your own (Salesforce, HubSpot, Pipedrive, or Close), we remove the guesswork and friction that slows teams down.

What We Deliver

✅ CRM Setup & Customization
We configure your CRM to fit your sales process—not the other way around. Custom pipelines, lead stages, task workflows, field mapping, and automation logic included.

✅ Workflow & Sequence Automation
No more chasing reps to follow up. We build automated workflows that assign tasks, send follow-up emails, trigger alerts, and keep deals moving forward—hands-free.

✅ Full Tool Stack Integration
Your CRM, dialers, email tools, calendar, lead sources, and reporting tools all talk to each other. We unify your tech stack using native integrations, APIs, and middleware like Zapier or Make.

✅ Smart Lead Routing & Scoring
We set up dynamic lead scoring models and intelligent routing rules so that the right reps are working the right deals—at the right time.

✅ Real-Time Sync & Reporting
Get clean, up-to-date data flowing across your system. No more duplicate records, disconnected tools, or broken dashboards. Just accurate, actionable insights.

Why It Matters

Disconnected tools and bloated systems slow down even the best teams. With Mektra, you get a centralized CRM that removes friction, saves hours of manual entry, and gives you the visibility to scale faster—with less overhead.

We don’t just automate your sales tech—we make it smarter.

Let’s Build Your Sales Engine
Ready to streamline your CRM, eliminate inefficiencies, and scale with confidence?
Contact us today!