All Services

SERVICE 04

CRM & Automation

Lead management, customer pipelines, WhatsApp flows, and business process automation so opportunities stop getting lost in spreadsheets.

Scope of work

01

Lead sources

Website forms, WhatsApp, ads, and other channels collected in one place.

02

Pipeline

Stages, owners, and statuses that reflect how your team actually sells.

03

Automation

Notifications, follow-ups, and status updates that run without reminders.

04

Measurement

Simple reporting on lead volume, source, and conversion.

What you get

  • Lead pipeline
  • WhatsApp flows & alerts
  • Email automation
  • Website form integration
  • Zapier / n8n / webhooks
  • Reporting dashboard

Common questions

Do we have to replace our current CRM?

Not necessarily. If your CRM has an API we can connect to it. If you have none, we build something lightweight that fits.

Can alerts go straight to the team's WhatsApp?

Yes. Every new lead can be pushed automatically to your team number or group.

Talk through your needs

Share your business context — we'll help define scope, platform, and the next step.

Start a Project