CRM & automation
A system that keeps every contact, every conversation and every stage of the sale, automating what's still being done by hand.
What it is
A CRM is the system where all your contacts and their history live: who has talked to you, what stage of the sale they're in, what was agreed. Automation is getting that system to handle repetitive tasks on its own, like sending a follow-up message, routing people into the right queue, or alerting your team when a lead goes cold.
Who it's for
For companies with enough contacts or clients that things start slipping through the cracks: people who vanish from the spreadsheet, salespeople who forget to follow up, information scattered across WhatsApp chats. If your whole operation still fits in one person's head, it may not be time yet. If it doesn't anymore, this is exactly what it's for.
What's included
- CRM implementation, from scratch or migrating from another platform
- Mapping your sales stages inside the system
- Message automationsReminders, follow-ups and automatic replies
- Organizing the service queue across salespeople or teams
- Migrating contacts and history without losing information
- Training your team to use the system day to day
B2B sales training company
A full redesign of the launch funnel, website and brand for a B2B sales course.
Read the case study
Wellness franchise network
A CRM migration saving $22,800 a year, with 18k+ contacts organized.
Read the case studyScattered information costs sales
Every growing company hits a point where losing contacts, forgetting to follow up or not knowing where each deal stands starts costing real money. We've migrated operations with over 18,000 contacts without losing any history.
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