CRM, WhatsApp & Email Automation
Follow up with every lead, on time, automatically.
CRM setup, lead routing, WhatsApp and email sequences, reminders and pipeline automation — so no enquiry slips through the cracks.
Overview
What this service covers
Most lost sales are lost in follow-up. We set up or improve your CRM, route leads from every source into one pipeline, and automate the messages that should go out — acknowledgements, reminders, quotes, nurture sequences and re-engagement — on WhatsApp and email, using opt-in contacts and approved templates.
Who it's for
Sales-led businesses with leads from several channels and a team that needs a clear pipeline.
Problems we solve
From what's holding you back to what you gain.
Sound familiar?
- Leads tracked in spreadsheets, notebooks and personal phones
- Slow or forgotten follow-ups
- No visibility of which salesperson has which lead
- Repetitive messages typed out by hand
What changes
- Every lead in one pipeline with an owner
- Automatic, timely follow-up messages
- Reminders and tasks for your sales team
- Reports on conversion at each stage
Capabilities
What we can do for you
- 01CRM setup and migration
- 02Lead routing and assignment
- 03WhatsApp Business API automation
- 04Email marketing automation
- 05Pipeline and task automation
- 06Integration with forms, ads and websites
Typical deliverables
- CRM configured with your pipeline
- Automated WhatsApp and email sequences
- Integrations with all lead sources
- Sales dashboard
- Team training and documentation
Final scope is confirmed in your proposal.
Our process
How we'll work together
- 1
Map the journey
We trace how enquiries arrive, who responds, and where leads are lost or delayed today.
- 2
Design the workflow
Triggers, messages, hand-offs to your team and the data each step needs are agreed with you.
- 3
Build & connect
The bot, CRM and messaging tools are configured and connected to your website, ads and forms.
- 4
Test with real cases
Every path is tested with real questions and edge cases before anything reaches a customer.
- 5
Monitor & improve
Conversations and drop-offs are reviewed monthly, and the workflow is refined.
FAQ
Questions about crm & whatsapp automation
Enquire
Start a crm & whatsapp automation project
Share a few details and we'll come back with questions, ideas and a clear next step.