CRM Automation
CRM automation that captures leads from ads, forms and WhatsApp, qualifies them and triggers the right follow-up at the right time.
Capture, qualify and follow up on leads automatically.
Most lost sales are slow follow-ups. We make sure every lead is captured, assigned and followed up automatically, with reminders for your sales team.
What our crm automation covers
- Lead capture from ads, forms and WhatsApp
- Lead scoring and assignment
- Automated follow-ups
- Pipeline stages and reminders
- Sales reporting
- CRM integration
Custom quote
Quotation-based.
Our process, step by step.
- 01
Process Audit
Map repetitive manual tasks, data handoffs and system bottlenecks across teams.
- 02
Workflow Design
Design automated flows with triggers, conditions and approvals.
- 03
API & Webhooks
Connect platforms securely via webhooks, REST APIs, OAuth and tokens.
- 04
Logic & Rules
Configure decision trees, validation rules and human escalation points.
- 05
Testing & QA
Simulate transactions, failures and edge cases before go-live.
- 06
Deployment
Go-live with cloud monitoring, uptime checks and exception logging.
- 07
Monitoring & Scale
Refine speed and reliability, then expand to more workflows.
More in Automation & Integrations
WhatsApp Business Integration
Approved WhatsApp workflows for order updates, leads, support, CRM and ERP notifications.
Custom AI Business Agents
Supervised AI agents connected to your store, CRM, WhatsApp and databases.
AI Chatbot Development
AI chatbots for WhatsApp, your website and Instagram that answer customers 24/7 and hand over to your team.
Frequently asked questions.
A little clarity before we get started.
Ready to start your crm automation project?
Tell us what you need. We’ll reply with a clear scope, timeline and price.