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WORKFLOWS, CRM AND FOLLOW-UP
CRM & process automation
Connect leads, customers and tasks so follow-up does not depend on manual reminders.
When it makes sense
When it makes sense
Leads arrive through several channels, recurring tasks are handled manually, statuses are not updated or customer information is scattered across spreadsheets, email and messages.
Overview
Automated workflow
Live activityNow
- Response sentAI assistant
- Lead registeredCRM
- Booking confirmedCalendar
System statusOperational
IA
AcquisitionCalendarFollow-up
What we can do
What we can do
- CRM design or optimisation
- Automated intake, assignment and tasks
- Automatic follow-ups and alerts
- Connections to forms, email, WhatsApp and calendars
- Data synchronisation between tools
What changes
What changes
- Less administrative work
- Consistent follow-up
- Customer information in one place
- Processes that are measurable and easier to improve
Let’s talk