Technology that works for you – not against you.

Systems, automation & infrastructure without stress
In our CRM & IT Automation business area, we solve technical complexity before it hampers your growth. Instead of your own server maintenance, scattered tools, and IT sprawl, you get a structured platform solution with a holistic infrastructure – so your business runs smoothly and you can focus on what matters most.
Customer Lifecycle Automation, Customer Journey Mapping, Great Customer Journey by Design, digital gestützte Kundenreisen für KMU mit Helda Solutions

Services & Modules

We accompany you through the technical transformation – from the current state to the scalable system landscape:

CRM setup & data structuring
We organize your customer data, define clear structures, models, and responsibilities – so that your digital customer file becomes not just a storage system, but a management system.
Tool integration
We intelligently integrate your core systems—email, calendars, shop systems, automation—to create a seamlessly integrated platform.
Automated workflows & processes
Routine tasks are automated, effort is reduced, and sources of error are eliminated. You gain time and focus.
Security, Maintenance & Support
Technology is only as good as its support: We ensure your infrastructure runs smoothly—maintainable, updated, and secure. No worries about updates or downtime.
Scaling & Growth
Your systems are designed to grow with you – not slow you down.

Why CRM & IT Automation Accelerates Your Growth

Relief instead of IT chaos
Manual data maintenance, unclear processes, and tool proliferation are a thing of the past. Recent Gartner analyses show that automation saves time and increases productivity.
Efficiency gain & focus
Your employees focus on creating value – not on technology.
Better decisions through data
Structured systems enable action based on insights rather than gut feeling.
Security & Stability
Infrastructure that won’t let you down – that creates space for development.
Foundation for Content & Customer Journey
Without robust technology, any marketing or journey strategy becomes fragile. This area forms the backbone of our work in media and customer journey excellence.

Process and collaboration

The 5-Step CRM + IT Automation Method
1

Status analysis & briefing

We capture your infrastructure, tools, data, and processes.

2

Architecture & Concept

The target image is defined: What does the system look like? Which tools? Which automation flows?

3

Implementation & Integration

CRM setup, data migration, tool integration, automation workflows.

4

Go-Live & Testing

Tests, monitoring, bug fixes – to ensure stable operations.

5

Support & Optimization

We support you, adapt processes, and ensure maintenance and security.

Satisfied customers

What others say

5.00
Christian
Managing Director SME
5.00
Roberto
Member of the Executive Board
5.00
Andy
Head of Sales & Back Office
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Ready to get started?

Technology shouldn’t slow you down – it should inspire you.

Request your setup and automation consultation now and get an infrastructure that provides you with stability, freedom, and growth.