CRM & lead-handling automation
No enquiry lost, no follow-up forgotten.
We make sure every lead from your website, ads, WhatsApp and email lands in one place, reaches the right person quickly and gets followed up, whether or not someone remembers to do it.
- Typical timeline
- 2–4 weeks
- Pricing
- Fixed quote before work starts
- Ownership
- Runs in your accounts
- First step
- A free 30-minute call
The problem
Where the time goes today.
- 01
Leads arrive through several channels and some never reach the CRM.
- 02
The first reply depends on who happens to see the enquiry.
- 03
Follow-ups are missed when the team is busy.
- 04
The CRM is out of date because updating it is extra work.
What we build
What you get.
- 01
One intake for every channel
Website forms, ads, WhatsApp and email all create or update the same CRM record.
- 02
Routing rules
Leads assigned by region, product or deal size, with a notification to the owner.
- 03
Follow-up sequences
Timed reminders and messages that stop as soon as the lead replies.
- 04
Pipeline upkeep
Stages, notes and next steps updated from calls, emails and meetings.
How it works
One workflow, step by step.
- 1Form submittedOr an ad lead, or a WhatsApp messageTrigger
- 2Record createdDuplicates mergedAutomated
- 3Lead scored and routedBy your rulesAutomated
- 4Owner notifiedWith context and a suggested replyYour team
- 5Follow-up scheduledUntil the lead replies or is closedAutomated
Tools we use
The exact tools depend on what you already use. We recommend the simplest option that does the job.
- HubSpot
- Zoho CRM
- Salesforce
- Pipedrive
- n8n
- Make
- WhatsApp Business API
FAQ
Questions we get asked.
We do not have a CRM yet. Can you still help?
Yes. We can recommend one that fits your team size and budget and set it up as part of the project.
Will automated follow-ups feel robotic?
They are written with you, in your voice, and they stop the moment a lead replies so a person can take over.
Can you clean up our existing CRM data?
Yes. De-duplication and field clean-up can be scoped as part of the build.
The free call
Find out what your team could stop doing by hand.
Book a free 30-minute call. We'll look at one process together and tell you honestly whether it is worth automating.
- First 10 minutesYou walk us through one process that eats your team's time.
- Next 10 minutesWe map the steps and point out what can run on its own.
- Last 10 minutesYou get a straight answer: automate it, fix it first, or leave it.
Free. No obligation. No sales deck.