How does pricing work?

You describe your CRM setup and the rules you want, then receive a scoped proposal with an exact price and timeline. You pay nothing until scope is agreed. Pricing starts at $249.

What kinds of CRM work do you automate?

Both CRM automation and lead management automation: routing, follow-ups, stage updates, scoring, and data hygiene like deduplication.

Which CRMs do you support?

Tell us which CRM you run during scoping and we confirm what is possible in that platform before you pay.

What do I need to provide?

Access details or a description of your setup, plus the rules you want enforced. Sample records help us scope accurately.

How long does it take?

Most CRM builds run 1 to 2 weeks after scope is agreed. Your exact timeline is confirmed in the proposal before you pay.

CRM & Lead Management Automation

Let your CRM route leads, trigger follow-ups, and keep itself clean without manual work.

Starting at $249 Typically 1 to 2 weeks after scope is agreed

Scope my CRM automation

For: Sales and RevOps teams doing CRM upkeep and lead handling by hand.

What you'll get

A scoped proposal with exact price and timeline before you commit

Automated routing, follow-up, or hygiene rules in your CRM

Lead management logic confirmed with you during scoping

Documentation of the automations and their triggers

The WhyHire Edge

Every routing and follow-up rule is tested on real records before it touches a live lead.

We turn your intent into explicit rules for who gets a lead, when a follow-up fires, and how duplicates are caught, then run them against sample records so a misrouted lead surfaces in testing rather than in front of a customer.

Leads route to the intended owner

Tested

Follow-ups fire on the right trigger

Tested

Duplicate records caught and merged

Verified

Every rule documented for your team

Documented

Common use cases

Routing new leads to the right owner automatically

Triggering follow-up sequences on activity

Keeping CRM records clean and deduplicated

Automating lead scoring or stage updates

How it works

Describe the CRM busywork

Tell us your CRM, the manual updates your team makes, and the rules behind them.

Approve your scope and price

We'll send a scoped proposal with the exact automation, price, and timeline before you pay.

We automate inside your CRM

We build the workflows, field updates, and handoffs in your CRM, and test them against real records before turning them on.

Receive working CRM automation

Get the automations running with documentation of the rules, so your team knows exactly what happens automatically.

What we need from you

The CRM you use and how it is set up

The routing, follow-up, or cleanup rules you want

Examples of the leads or records involved

Example deliverables

Lead routing that assigns and notifies owners the moment a lead arrives

A follow-up automation that keeps stalled deals moving

Pricing

Starting at $249

Get your exact price before you pay.

Final price is determined during checkout based on the complexity and volume of your request.

DeliveryTypically 1 to 2 weeks after scope is agreed

Revisions included1

The WhyHire Promise

You approve the scope before you pay. WhyHire will first try to correct a material mismatch with the approved, paid scope. If WhyHire confirms that it cannot reasonably correct the mismatch or fulfill the agreed scope, WhyHire will refund the amount paid for the affected project. Learn more

Why WhyHire instead of hiring

Fixed price, agreed upfront

You approve the exact scope, price, and delivery time before paying. No hourly billing, no surprises.

Start without a hiring cycle

No sourcing, interviewing, or onboarding. Work begins after scope, payment, and any required access are confirmed.

Checked before delivery

Work passes service-specific quality checks before it reaches you, and the WhyHire Promise stands behind it.

Frequently asked questions

Ready to get started?

Submit your request and get an exact scope and price in minutes.