SRED for automation agencies
SRED for Automation Agencies
You build CRM workflows, integrations, and automation systems clients cannot buy as a plug-in. Most SRED firms see "automation" and assume routine configuration. We look for the experimental development inside the custom builds.
If you thought an automation company could not claim, that assumption has already cost people real refunds.
Who this is for
CRM, RevOps, and custom automation shops
- Custom CRM automation and RevOps agencies
- Teams building multi-system pipelines (CRM, ads, billing, data)
- Shops writing custom code on top of HubSpot, Salesforce, or similar
- Automation firms that were told they "don't qualify"
What usually does not qualify
Standard configuration
- Out-of-the-box workflow setup with no technical uncertainty
- Template automations and routine CRM admin
- Campaign ops, list management, and reporting that anyone could buy
If a consultant says all of your billable automation qualifies, walk away.
What often does
Custom systems that fought back
- Custom integrations where APIs were unstable, incomplete, or conflicting
- Data sync and orchestration that broke under real volume or edge cases
- Proprietary automation platforms or middleware your team had to invent
- AI-assisted routing/classification where accuracy forced real iteration
Worked example
What the money can look like
10-person automation agency · Ontario CCPC
$140K
Eligible tech spend
~35-43%
Rate band (fed + ON)
$49-60K
Illustrative range
For a typical automation shop, only a slice of payroll is claimable. We find the real number and defend it. CRA decides.
Objection
"We're just an automation agency."
Labels are not eligibility criteria. CRA cares whether your team faced technological uncertainty and investigated solutions systematically. Custom CRM automation work does that constantly when platforms and client systems refuse to behave.
We separate configuration from experimentation. Then we file the second, not the first.
Process
Improve how you document while you deliver
Most automation shops under-document the hard parts. We rebuild the current claim and install a light evidence habit so next year is cleaner and often larger, without slowing client delivery.
Find out if your automation agency has a claim
Free call. Straight answer. Success-based if we proceed.
Book a Free Eligibility Call