CRM & Sales Automation
Every enquiry is captured, routed and followed up—without depending on someone remembering.
Leads arrive through a website form, Instagram, WhatsApp and email. Some are recorded, some are not. Follow-up depends on individual memory, and nobody can say how many enquiries turned into customers.
- Unified capture from every channel into one pipeline
- Automatic routing and assignment based on your own rules
- Scheduled follow-up sequences that stop when a human replies
- Pipeline reporting so conversion is visible rather than assumed
No enquiry lost between channels, consistent follow-up, and a measurable view of what converts.
If your sales process has no defined stages yet, defining those stages is the first piece of work—automation after that is straightforward.
How it works
Every channel enquiries arrive through—website, Instagram, WhatsApp, email, phone—and how they are currently recorded is mapped.
Enquiries from every channel are captured into a single CRM, with the same structure.
It is defined who an enquiry is assigned to, and what follow-up sequence runs when a person has not replied.
Pipeline reporting is set up, the team is trained, and the system runs on live enquiries.
Use cases
Every enquiry from a website form, Instagram DM, WhatsApp and email lands automatically in the same system.
Enquiries are assigned to the right salesperson automatically, based on type, product or location.
Reminders go out automatically on set days when a customer has not replied, and stop the moment a person does.
Which channel, campaign or rep converts best becomes visible in numbers rather than assumed.
Frequently asked questions
Yes. Choosing and setting up a CRM is part of the process; an existing one is not a prerequisite.
In most cases yes, provided it offers a suitable API or integration. This is checked during discovery.
Those stages need to be defined first. It is a short, separate step done before automation.
Minimal. The goal is to fit into the existing workflow, not add work. A short walkthrough is given at handover.
All solution groups
Repetitive operational steps run without a person triggering them—while exceptions still reach a human.
An assistant that answers real customer questions, qualifies the enquiry, and hands over cleanly when a person is needed.
A website built around one job: turning the right visitor into a conversation.
Have a process that could work better?
Describe it in a few sentences. You will get an honest view of whether it is worth automating—before any proposal.
Discuss your business problem