Workflow Automation
CRM stages that update themselves from real activity
We engineer pipeline automation — stage rules, required fields, tasks, and notifications — so deals move forward without end-of-week data entry.
20-minute fit check · Discovery Sprint after fit · Builds from $25K
Status quo
The cost of the status quo
Typical monthly cost
~$4,000/mo — reps and managers reconciling CRM against calls, email, and spreadsheets
Deal stages lag days behind actual conversations
Stalled deals have no systematic re-engagement
Required fields are skipped, breaking forecasting
Managers cannot trust pipeline reports for staffing
Handoffs between SDR, AE, and CS lose context
Scope
What we deliver in a fixed-scope build
- Stage transition rules from call, email, and form events
- Required field enforcement before stage advance
- Automated tasks and SLAs for stalled deals
- Manager alerts and pipeline health dashboards
- Integration with voice, email, and calendar activity
- Audit trail for compliance and coaching
Typical build band
Workflow Builder
From $25,000
8–12 weeks · Internal tool, auth, admin, 1–2 integrations
View engagement pricingHow engagement works
From fit check to production
Preliminary conversation
20-minute fit check — problem, budget, timeline, and engagement model.
02Discovery Sprint
Paid scope doc, architecture, and fixed build quote (from $3,500).
03Fixed-scope build
Milestone delivery with weekly demos — you own 100% of code and IP.
04Retainer
Post-launch support, iteration, and roadmap from $2K/mo.
Fix pipeline drift with scoped automation
We audit your CRM stages and activity sources in a preliminary conversation.
Frequently asked questions
For detailed requirements or security review, contact the Dynaris team.
Book a preliminary conversation