CRM & Sales Automation
Automated follow-up, reminders, pipeline tracking, and lead nurturing so no deal dies from silence.
Deals are lost to forgotten follow-ups, not to competitors. Your pipeline lives in someone's head, quotes are chased manually, and nobody can say which stage is actually leaking.
We design the pipeline, implement the CRM, and automate the handoffs — instant routing, sequenced follow-up, reminders, and quote-to-close workflows that run whether or not anyone remembers.
What you get
CRM implementation
Selection, setup, pipeline design, and data migration.
Automated follow-up
Multi-touch sequences across email, WhatsApp, and SMS.
Lead nurturing
Long-cycle nurture tracks that warm prospects until they're ready.
Pipeline tracking
Stage automation, reminders, and forecast reporting.
Benefits
- Every lead followed up, on schedule, without nagging
- A pipeline you can forecast from, not guess at
- Reps spend time selling instead of updating records
- Processes that survive staff turnover
Expected outcomes
- Higher quote-to-win rates
- Faster sales cycles
- Clean, reportable pipeline data
Pricing guide
Indicative starting points. Every proposal is fixed-scope and quoted after a free strategy call.
Essentials
Best for: First CRM, one pipeline
- Pipeline design
- CRM setup
- 2 automated sequences
- Team training
Sales Engine
Best for: Multi-rep sales teams
- Multi-pipeline setup
- WhatsApp + email automation
- Integrations
- Forecast dashboard
Systems Partner
Best for: Scaling and multi-branch teams
- Full systems audit
- Custom integrations
- Quarterly optimisation
- Priority support
Related case study
Logistics & Transport
Swift Logistics
Challenge: Client onboarding ran on spreadsheets and WhatsApp. Quotes took two days and leads regularly went cold.
Solution: CRM implementation with automated lead routing, WhatsApp Business templates, and an operations dashboard.
Result: First-response time dropped from hours to under two minutes and the ops team reclaimed most of a working day each week.
Frequently asked
Do we have to change CRM?
Rarely. We build around the tools your team already uses and only recommend a change when the current stack genuinely blocks growth.
Will my team adopt it?
Adoption is part of scope: documentation, a recorded walkthrough, live training, and a 30-day check-in.
Can it handle WhatsApp-led sales?
Yes — that's the norm here. WhatsApp conversations sync into the CRM as pipeline activity.
Explore other services
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High-converting websites and funnels wired directly into your CRM, automation, and reporting stack.
Business Process Automation
Onboarding, invoicing, approvals, and internal workflows automated to remove manual work and errors.
Business Intelligence Dashboards
Live dashboards that track leads, pipeline, revenue, and operations so decisions run on data, not instinct.
Ready to move on crm & sales automation?
Book a free strategy call and leave with a plan — whether or not you work with us.