Simple Automations

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CRM consulting and SI company Simple Automations was launched in 2021. They are located in Dallas, Texas and have a small team. Their services include CRM consulting and SI, Email Marketing, and Web Design.

Client Insights

Industry Expertise

Business services

30%

Education

20%

Financial services

20%

Manufacturing

20%

Consumer products & services

10%

Client Size Distribution

Small Business (<$10M) 70%

Midmarket ($10M - $1B) 30%

Common Project Size

$10K-$49K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

Simple Automations partnered with Scientuitive, Inc., an online somatic trauma education and practice provider, to modernize its CRM infrastructure.
The team migrated more than 100,000 contacts from a decade-old Keap system to HighLevel, alongside products, automations, tags, and landing pages.
It also created new and highly customized forms to strengthen the sales funnel and support an evergreen program and membership model.
Scientuitive praised the team’s execution, reporting that the migration protected contacts and sales while delivering strong value within budget.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0