AI & Automation
CRM Automation
Every new enquiry is created in your CRM, assigned, and followed up on a schedule you set.
What you get
- Setup or a cleanup of the CRM you already use
- Fields for source, service, and status
- A contact created from your form, WhatsApp, or ads
- Follow-up tasks or messages on a schedule
- A pipeline you can open and read
Ideal for
Owners and sales teams who still track leads in WhatsApp chats or a spreadsheet.
How it works
01
Choose the fields
We keep the CRM to the details you will actually use.
02
Connect lead sources
We join the form, chat, or ad account leads already come from.
03
Set the stages
We define what happens at each stage and when a follow-up is due.
04
Send a test lead
We run one enquiry through the full path before real leads use it.
More in AI & Automation
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Workflow Automation
A repeated process that moves from one tool to the next without retyping.
Marketing Automation
Follow-up messages that go out after someone enquires, buys, or goes quiet.