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Sales & Marketing Automation that runs itself

Sales and marketing automation uses software to follow up leads, move deals through the pipeline and re-engage past customers automatically; Metanow builds these workflows for small and mid-sized businesses on the CRM they already use.

Every lead followed up in seconds. Every stage in your pipeline triggering the right next action. Every past customer reactivated on the right day. Built on the platform you already use, or the one we help you pick.

Book a call Get partner pricing

Selected partners and clients

Trusted by teams across Europe

Odoo Ready Partner Automattic Shopify Partner
  • Aldi
  • Ami's Beauty
  • Ermal Mamaqi · EM Training
  • SHPRESA AL Computer
  • Skela Syla
  • MUNAS Consulting
  • Baumatic
  • B810
  • A1 Charge
  • Tippi
  • Loco Chicken
  • RockOn Digital
  • Pinnacle Wellbeing
  • Palma

Six layers that close the loop from first touch to loyal customer

Automation is not just "connect two apps with Zapier." It is a full workflow layer running quietly across your business. These are the six areas we build, on whichever platform stack you already run, or the one we help you pick.

Every lead in your CRM, seconds after they raise a hand.

Forms, chatbots, calls, DMs, webhook events. Whether the lead comes from your website, Meta ad, WhatsApp, live chat, or a QR code on a business card, we capture it, enrich it, and drop it into your CRM in real time.

  • Website forms (Typeform, native, custom)
  • Meta and Google lead forms
  • Chatbot lead capture
  • WhatsApp Business inbound
  • Missed-call text-back
  • Live chat routing to CRM
  • Business card / QR code capture
  • Enrichment via Clearbit, Apollo, Snov

The right lead on the right salesperson's desk, automatically.

Score by fit (industry, size, region), engagement (page views, email opens, meeting bookings) or explicit signals (form answers, budget range). Route to the right owner instantly, with an SLA timer and escalation if it goes stale.

  • Fit + engagement lead scoring models
  • Round-robin assignment
  • Territory or industry routing
  • Priority queue for hot leads
  • Slack, Teams, email notifications
  • SLA timers with escalation
  • Handoff automation (marketing → sales)
  • CRM-native or middleware-based

Email, SMS and WhatsApp that arrive at the right moment.

Welcome sequences, drip campaigns, abandoned cart, re-engagement, birthday, win-back, event follow-up. Written to sound like a human, timed to how your customers actually behave, tracked to pipeline and revenue.

  • Welcome and onboarding sequences
  • Long-cycle nurture (B2B)
  • Abandoned cart and browse recovery
  • Event and webinar follow-up
  • SMS and WhatsApp broadcasts
  • Birthday and anniversary flows
  • Win-back and dormant reactivation
  • A/B testing and iteration

Pipeline that moves itself, and reminds your team when it does not.

Stage-triggered tasks, auto-generated quotes, follow-up cadences, meeting scheduling, deal-desk alerts. The pipeline works with your salespeople, not against them.

  • Stage-based task automation
  • Auto-quotes from CRM data
  • Follow-up cadence templates
  • Meeting scheduler with Calendly / native
  • Signature request automation (DocuSign, native eSign)
  • Deal-desk approvals
  • Stalled-deal alerts
  • Win/loss survey triggers

Turn customers into loyal ones, without touching a keyboard.

Automated review requests after every purchase or job. Win-back campaigns for dormant customers. Loyalty tag-based offers. Product-based cross-sell and upsell. Renewal reminders 30-60-90 days before expiry.

  • Review request automation
  • Win-back and dormant reactivation
  • Cross-sell and upsell triggers
  • Renewal and expiry reminders
  • Loyalty tag-based offers
  • Customer birthday and anniversary
  • NPS and satisfaction surveys
  • Churn-risk alerts to the account owner

Conversational AI that qualifies, books and answers.

Voice AI receptionists, WhatsApp chatbots for qualification, GPT-powered helpdesk bots, and prompt-engineered agents that live inside your CRM. Not "chatbot theatre." Actual agents connected to your data and your workflows.

  • Voice AI receptionist (24/7)
  • WhatsApp qualification chatbots
  • GPT-powered helpdesk agents
  • CRM-connected sales assistants
  • Meeting-booking bots
  • Content-generation agents
  • Custom prompt libraries
  • Handoff to human on trigger
Phase 1

Setup

We map your existing sales and marketing motion first, then build the automations that actually move revenue. No template-dropping, no "let's automate everything." Only the workflows that pay for themselves.

Deliverables

Business analysis, workflow mapping, sequences written, automations built, integrations wired, team trained. Nothing left as "we'll do it later."

  • Workflow discovery and mapping

    We walk your team through the actual flow: how leads come in, how they get qualified, how they move down the pipeline, how customers come back. That map is what we build against.

  • Sequence writing (email, SMS, WhatsApp)

    Copy that sounds like you wrote it, timing tuned to how your customers behave. Approved by you before anything gets sent. Delivered as templates in your CRM.

  • Automations built and tested

    Every trigger, every branch, every fallback path documented and tested in a staging environment before it touches a real contact. No 3am "why did this email fire" surprises.

  • Integrations wired end-to-end

    Website forms → CRM → sales notifications → nurture → sales stages → invoicing. Every hop tracked, every gap covered, every error handled.

  • Team training and handover

    Admin training for the person who will own the stack. End-user training for sales and marketing. Written playbook. Recorded walkthroughs. Nothing is a black box you cannot maintain.

Your automation stack

One workflow layer. Every trigger, sequence and integration live before go-live.

Capture Nurture Sales
  • Lead capture · ✓ Forms, chatbots, webhooks live
  • Scoring & routing · ✓ Rules configured
  • Nurture sequences · ✓ Written, approved, scheduled
  • Sales automation · ✓ Stage triggers active
  • Retention flows · ✓ Win-back and review requests firing
  • AI agents · ✓ Deployed and monitored
Phase 2

Support

Automation is never "done." Business changes, offers change, seasonality shifts. Do not lose momentum with our expert on-demand automation team.

The system

Simple. Transparent. No minimum.

Retainer

€100/month

Hourly work

from

€45/hour

Full team access

The whole Metanow automation team, on tap.

  • HubSpot / Salesforce workflow builders
  • HighLevel and Metanow CRM automation experts
  • Klaviyo, Mailchimp, ActiveCampaign specialists
  • Zapier, Make, n8n automation engineers
  • Custom API and webhook development
  • AI agent and prompt engineering
  • Email and SMS copywriting
  • Attribution and reporting

How it actually works

  1. 01You email us with what you need
  2. 02We reply with a scope and hours estimate
  3. 03You approve, we start
  4. 04We deliver and log every hour you can see

Two packages. And a custom route.

Fixed one-time price. Ownership of every workflow, sequence and integration transfers to you on delivery.

Starter Setup

€1,900

Automation on one platform, done properly.

For small teams building their first proper automation layer. One platform, one CRM, one clear funnel.

  • Discovery and workflow mapping
  • One platform (HubSpot, HighLevel, Klaviyo, Odoo, or similar)
  • Up to 10 core automations
  • 3 nurture sequences (welcome, abandoned, win-back)
  • Basic lead scoring and routing
  • Zapier or Make integration layer (up to 5 zaps)
  • Admin + end-user training
  • 30 days post-launch care
Get started

Delivered in 3 to 5 weeks · teams up to 15 users

MOST POPULAR

Growth Setup

€4,900

Cross-platform automation, integrated.

For growing teams running CRM + email + Work OS + ads, where the automations need to cross tools, not just live inside one.

  • Everything in Starter, plus:
  • Up to 3 platforms integrated
  • Up to 30 automations across the stack
  • 6 nurture sequences (multi-channel: email, SMS, WhatsApp)
  • Advanced lead scoring (fit + engagement)
  • Retention and reactivation flows built
  • 1 AI agent (chatbot or voice receptionist)
  • Zapier or Make with error handling and monitoring
  • Team training + change management
  • 60 days post-launch care
Get started

Delivered in 6 to 10 weeks · teams 15 to 100 users

Custom

Let's talk

Enterprise automation and custom AI agents.

For companies with complex flows, multi-brand accounts, custom middleware, or AI agents that need bespoke code.

  • Bespoke workflow architecture
  • Custom API and webhook middleware
  • Complex CRM to ERP to marketing sync
  • Custom AI agents (voice, chat, sales assistant)
  • Advanced attribution and reporting layer
  • Multi-brand or multi-region governance
  • Dedicated project lead + automation architect
  • 90 days post-launch care
Book a call

Quoted after discovery call

Coming from spreadsheets or one-off tools? We move you from Excel, Airtable, Trello or ad-hoc email to a real automation layer, without losing anything you already have. Need AI agents specifically? Voice AI receptionists, WhatsApp chatbots, GPT-powered helpdesk agents. Built on OpenAI, Anthropic, or open-source LLMs, connected to your data. Just need Zapier or Make help? Zapier and Make automations built and documented. Simple two-step zaps to multi-tool business processes with error handling. Agency partner? We white-label HubSpot, HighLevel and Zapier automation builds for other agencies. Fixed margins, transparent delivery.
Reviews

1,185+ verified reviews. 4.9 average across six platforms.

Independent client ratings from the platforms where Metanow work is actually reviewed.

Fiverr 1,100+ reviews Google 60 reviews ProvenExpert 15 reviews Trustpilot 7 reviews TechBehemoths 3 reviews LinkedIn 2 recommendations
FAQ

Questions teams ask before they hire an automation partner.

What is the difference between marketing automation and sales automation?

Marketing automation runs before the lead becomes an opportunity: email nurture, drip campaigns, lead scoring, chatbots. Sales automation runs after: pipeline stage triggers, quote generation, follow-up cadences, meeting scheduling, deal-desk alerts. Most modern platforms (HubSpot, HighLevel, Salesforce, Odoo) do both, but each is stronger in one area. We build both layers as one connected motion, so the handoff between marketing and sales is not a broken email chain.

Which platform is best for our automations?

Depends on what you already run and what you want to automate. If you already have HubSpot or Salesforce, we build inside those. If you have HighLevel or Metanow CRM, we use the native automation builder. If you sell physical products via e-commerce, Klaviyo for lifecycle is often best. If you run Odoo, we build in Marketing Automation there. For cross-platform, we add a Zapier, Make or n8n layer. We are agnostic. Discovery tells us the honest answer.

How long does an automation setup take?

Starter: 3 to 5 weeks. Growth: 6 to 10 weeks. Custom: 8 to 20 weeks. Every timeline is fixed at Discovery and does not move unless the scope changes. The biggest variable is copywriting speed for nurture sequences, because we do not send anything until you have approved it.

How much does it cost?

Starter €1,900 one-time, Growth €4,900 one-time, Custom quoted at Discovery (typically €9,000 to €40,000+). Platform licences (HubSpot, HighLevel, Zapier, etc.) are billed separately by the platforms. Phase 2 support is €100/month retainer plus €45/hour. Ad spend and email sending fees are also billed directly to you by the vendor.

Can you connect our current tools (CRM, email, forms)?

Yes, and we integrate first, replace only when necessary. If your CRM works, we do not force you to change it. We build the automation layer around what you already have. If your current stack is genuinely blocking you, we tell you honestly during Discovery and recommend the change with a migration plan.

Do you build AI agents and chatbots?

Yes. Voice AI receptionists (built on Retell, Vapi or ElevenLabs), WhatsApp chatbots, GPT-powered helpdesk agents, and custom sales-assistant agents on OpenAI, Anthropic Claude or open-source LLMs. Every agent is connected to your CRM data, tested against real conversations, and monitored for hallucinations.

How do we measure automation ROI?

By tracking pipeline attribution end-to-end. Every automation you run should have a measurable outcome: lead volume, response speed, meetings booked, deals closed, revenue attributed. We build dashboards (in your CRM, Looker Studio, or Airtable) that report on those metrics monthly. If an automation is not moving a number, we kill it.

Can you also write the content that goes in the emails?

Yes, always included on Starter and Growth. Our team writes the emails, SMS and WhatsApp copy, approved by you before publish. On Custom we also build content-generation agents (GPT prompts inside your CRM) so your team can spin up new sequences without waiting on us.

How do you keep automated emails and SMS compliant and not spammy?

Consent first, then frequency limits. Automations only message contacts who opted in, with the consent source and date saved on the contact record. Every email has an unsubscribe link and every SMS an opt-out keyword, contacts in one sequence are held back from others so nobody gets flooded, and SMS is kept for time-sensitive messages. Everything is set up with GDPR in mind.

Related services

Metanow CRM All-in-one CRM with funnels, email, SMS and reviews, managed for you. → SaaS & Work OS HubSpot, Salesforce, ClickUp, Notion and HighLevel set up around your team. → AI-native operations Your highest-margin workflow rebuilt as an AI-native process. → Digital marketing SEO, Google Ads, Meta Ads, content and analytics for B2B and D2C brands. →

Related case studies

McSeal – case study by Metanow McSeal Self-hosted lead generation & email automation engine Wordfinder – case study by Metanow Wordfinder Websites, CRM & email automation for a B2B PR and lead-generation agency Coaching sales funnel – case study by Metanow Coaching sales funnel Opt-in, webinar and sales pages with email automation Shaker screen website – case study by Metanow Shaker screen website Lead-generation site for an oil & gas supplier

View all case studies

Related services: Intelligent automation · CRM consulting & implementation

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