CRM solutions
Capture every lead automatically and make the next follow-up obvious.
The problem
Leads arrive from websites, ads, calls and messages and get lost in inboxes and personal phones. Nobody knows which sources produce customers.
Overview
A CRM succeeds when it reduces work for the sales team. We automate capture, deduplicate contacts, define clear pipeline stages and report on sources and conversion.
Approach
- 01
Map the enquiry-to-customer journey
- 02
Automate lead capture from every channel
- 03
Define stages and ownership
- 04
Report on sources and conversion
Capabilities
Lead capture
Website forms, ads, WhatsApp and calls.
Pipeline management
Stages, tasks and reminders.
Communication
Email, WhatsApp and call logging.
Reporting
Source ROI and conversion funnels.
Typical components
What a solution like this is usually made of.
- CRM platform or custom CRM
- Capture integrations
- Automation rules
- Dashboards
Intended outcomes
What the solution is designed to achieve. Results depend on your starting point.
- No lost leads
- Faster follow-up
- Clear marketing attribution
Services involved
CRM development
Custom CRMs and Salesforce or Dynamics implementations — lead capture, pipelines, activity tracking, automation and reporting.
Third-party integrations
Integrations with messaging, email, maps, accounting, calendars, analytics and other SaaS platforms using official APIs.
Workflow automation
Automated workflows across apps and internal systems using n8n, Zapier, Make or custom code — with error handling and monitoring.
Chatbot development
Website, app and WhatsApp chatbots — rule-based or AI-powered — with knowledge grounding, human hand-off and analytics.
Shape this solution around your organisation
We start with a short discovery conversation, then propose the smallest version that proves value.