Channels connected
WhatsApp, website forms, campaigns and email arriving in the same place, each with its source identified.
Service
A lead that isn't recorded is a lead lost.
A prospect writes on WhatsApp, someone replies from their phone, and that conversation doesn't exist for the rest of the team. We connect your channels to your CRM so every contact arrives with its history and its next step.
- 1–2 weeks
- Implementation
- From USD 750
- Project
- Keep your CRM
- Compatibility
Why it matters
When information lives on each person's phone, follow-up depends on memory. Context gets lost when a customer passes from one person to another, and there's no way to know how many opportunities went unanswered.
Scope
What's included
Conversations logged automatically
Whatever the bot or the team discusses is attached to the contact, without anyone copying it by hand.
Qualification and stages
Prospects arrive classified and move through stages based on what happens, not on who remembers to move them.
Automated follow-up
Reminders and sequences so nobody goes cold waiting for a second reply.
Conversion reports
Where customers come from, at which stage they drop and how long it takes to close. Numbers, not impressions.
Process
How we do it
- 01
Review your operation
Which CRM you use (or whether it's worth starting with one), how leads come in today and where the trail goes cold.
- 02
Pipeline design
We define stages, fields and assignment rules that reflect how you actually sell.
- 03
Connection and import
We integrate the channels and migrate what you already have, without losing history.
- 04
Team training
An automation the team doesn't understand is abandoned within a month. We leave your people knowing how to use it.
Stack
What we build it with
We work on the CRM you already have. If you don't have one, we recommend based on team size and budget, not on commission.
- HubSpot
- Pipedrive
- Zoho CRM
- Salesforce
- n8n
- Make
- Google Sheets
FAQ
Before you hire us
Do I have to switch CRMs?
No. We work with HubSpot, Pipedrive, Zoho and Salesforce through their APIs. Switching CRM is a project in itself and is rarely what's needed: almost always the problem is that the one you have isn't connected to your channels.
What if I don't use a CRM yet?
You can start with something simple and organised before paying for a licence. What matters is that leads are recorded with their source and status; the tool can be migrated later without losing history.
Related
Often combined with
Is this what you need?
Tell us about your case in four questions. We'll tell you honestly whether this service solves it, whether another one fits better, or whether we're not right for you.