A CRM that does more than store contacts.
Taskera builds the CRM layer that connects your leads, conversations, bookings and follow-up, so information is recorded once and the next step happens by itself.
What is CRM automation?
CRM automation uses rules and workflows inside a customer relationship management system to move leads through stages, send messages, assign tasks and update records without manual data entry.
Customer information lives in too many places
Taskera’s Ignition build includes a GoHighLevel CRM configured for your business: pipelines, tags, forms, calendars and workflows. The AI agents, adverts and messaging all feed the same place, so the CRM isn’t another isolated tool but the record of everything else.
How the CRM moves a lead along
Every step is recorded in your CRM, so nothing depends on someone remembering.
- A lead enters
From an advert, call, chat or form.
- A contact record is created
Tagged with its source.
- A pipeline stage is assigned
New, contacted, qualified, booked.
- Automations fire
Messages, tasks and reminders.
- Your team is notified
When someone needs a person.
- Stages update automatically
As the lead replies or books.
What’s included
Unified contact records
Every interaction against one contact.
Visual pipelines
See every opportunity and its stage.
Workflow automation
Rules that trigger messages and tasks.
Tags and source tracking
Know where each lead came from.
Team notifications
Alerts to the right people.
Reporting
A clear view of activity and outcomes.
Where it’s used
- Replacing spreadsheets and scattered inboxes
- Giving a small team a shared view of every lead
- Automating routine admin after each enquiry
- Tracking which sources produce bookings
Industries we set this up for
Frequently asked questions
Does Taskera work with CRMs?
Taskera builds on GoHighLevel and configures it for your business. If you already use another system, we review how it can connect during the strategy call.
Will I be locked into a tool?
We explain how your data is held and exported as part of onboarding, so you can make an informed decision.
Do I need to be technical?
No. Taskera builds and maintains the workflows, and your team uses a clear pipeline view.
What to look at next
See where enquiries are being lost.
Book a strategy call and we’ll map your current lead flow, then show how CRM Automation would fit into it.