Sales Automation and CRM

Leads arrive by website form, WhatsApp, phone and e-mail, and too many of them are never followed up. Sales automation puts every lead in one place, gives it an owner, and reminds that owner until it is closed.

What we automate

• Lead capture. Website forms, WhatsApp chats and calls create a lead automatically, with the source recorded.
• Assignment. Leads go to the right salesperson by product, area or language, and are re-assigned if nobody responds.
• Follow-up. Reminders, message templates and follow-up sequences, so no lead goes quiet by accident.
• Quotes and invoices. Generated from the CRM in AED, with VAT calculated where it applies.
• Reporting. Pipeline, conversion by source and response times, on a dashboard your managers will actually open.

Your CRM or a new one

We work with the CRM you already use — for example Zoho CRM, HubSpot, Salesforce or Odoo — and connect it to your website, WhatsApp and phone system. If you do not have one, we recommend one that fits your size and budget, and set it up.

How it starts

• 1. Map the journey. Where leads come from today and where they get lost.
• 2. One pipeline. All sources feeding one list with owners and stages.
• 3. Automate the follow-up. Reminders and messages, reviewed with your sales team.
• 4. Report. A dashboard, and a monthly review of what the numbers show.

Related: AI assistants that qualify leads before they reach your team.

Talk to us

Tell us what you need and where you operate. We reply within one business day.