Automation should remove repeat work
The first win is usually simple: stop entering the same contact, company, file, status, and note information across multiple systems every time a deal moves.
CRM Automation
Alternative Finance CRM Automation
Without Rebuilding Your Whole Stack.
Big Tuna builds automation around the CRM and workflow your team already uses, so leads, applications, documents, submissions, and follow-up do not depend on repeat manual updates.
Automated lead routing and contact creation
Application and document workflows tied to CRM records
Submission, notification, and status update automation
Custom field mapping for the systems your team uses
Keep your team in the tools they know
Big Tuna can connect portals, forms, document analysis, and submission workflows back to your CRM so the team gets better data without learning a completely new process.
Build rules for your actual sales floor
Lead source, product type, deal size, role, submissions per month, missing documents, and partner fit can all trigger different workflows when the automation is designed correctly.
Workflow
Connect the steps that usually fall between systems.
1
Capture the lead
Track source, role, company type, contact information, and workflow intent as the lead enters your funnel.
2
Create the right CRM context
Map fields, notes, source attribution, tags, opportunities, files, and follow-up tasks into the CRM.
3
Trigger the next workflow
Route hot leads, start nurture follow-up, request documents, notify the team, or prepare the package for review.
Questions
Straight answers for funding teams.
Can Big Tuna automate GoHighLevel, Salesforce, HubSpot, or another CRM?
Yes, when the CRM exposes the access needed for the workflow. Big Tuna commonly builds around existing CRMs using APIs, webhooks, field mappings, and custom workflow logic.
What should alternative finance teams automate first?
Start with lead capture, application intake, document requests, CRM updates, hot lead routing, and status notifications. Those steps repeat constantly and create the most operational drag.
Can attribution from ads and forms stay connected?
Yes. Source, landing page, click IDs, role, deal volume, and form context can be stored and passed into the CRM so follow-up and reporting are cleaner.