Automated CRM System
To boost sales and manage your business more efficiently
Sales Team
They sell more! No more lost leads between desks, and no manual tasks wasting their time.
Sales Manager
Now more focused! Finally, they have a real dashboard for management, automated reports, call recordings, and more.
Marketing Manager
Finally interested! For the first time, they know which campaign brings in sales, how much revenue is generated, and how marketing contributes
Office Manager
Happy 🙂 Says goodbye to all the exhausting manual work that was done until now because automation takes care of it. Oh, and she no longer has to write about every single issue.
CEO
Receives real-time insights across all departments. How could they not be satisfied?
WhatsApp Chatbot Improves Every Business Process!
Here are some examples:
Sales Process Enhancement
Here's how it works: One click from your CRM and the lead you just spoke with receives: a price quote \ syllabus \ customer testimonials \ a reminder for your scheduled meeting \ a follow-up message the day after your conversation and anything else you can dream of.
Outstanding Customer Service
Here's how it works: How wonderful would it be if your customers had the option to receive immediate, accurate, and even personalized responses to their questions, issues, problems, and even complaints? Well, the smart chatbot knows how to do this, and now with AI, the level of this service is higher than ever before.
Lead Warming Journey for New Prospects
Here's how it works: A new prospect leaves their details with you and receives a WhatsApp message with a short introductory questionnaire that both guides them through a warming process and sends their information to your CRM.
Now, Let’s Talk About
Your Business:
Whether you have a team or handle everything on your own,
if you’ve landed on this page, chances are you face daily challenges in managing your business efficiently:
- Underutilizing the full potential of your leads
- Lack of clarity in your marketing and sales numbers
- A constant sense of chaos and firefighting
You’ve come to the right place!
In a short, no-cost, no-obligation consultation, I’ll help you make sense of choosing your next CRM system.
We’ll go over your marketing and sales processes, assess how you currently operate, and based on my experience, you’ll receive a recommendation for the perfect system for your needs—
integrated with automations that will simplify your workflow and save you valuable time.
This Is What a Business Looks Like with a Fully Integrated CRM and Automations:
- All leads are organized in one central place.
- Each representative has their own views: Where the new leads are, who they haven’t been able to reach yet, who is in the follow-up process, and more.
- Each user has their own tasks: Which lead to follow up on and when, who needs to complete a payment, who should receive an upsell call, and more.
- One-click (or even 100% automated) sending of email and WhatsApp templates
- Sending quotes or syllabi directly from the client card.
- Managing projects and internal processes in a visual and user-friendly way.
- A dashboard for every team member! Sales reps get a performance vs. target report, Sales managers see an overview of all representatives, The CEO gets revenue reports, marketing insights, exception reports, and more.
All leads are organized in one central place.
Each representative has their own views: Where the new leads are, who they haven’t been able to reach yet, who is in the follow-up process, and more.
Each user has their own tasks: Which lead to follow up on and when, who needs to complete a payment, who should receive an upsell call, and more.
One-click (or even 100% automated) sending of email and WhatsApp templates
Sending quotes or syllabi directly from the client card.
Managing projects and internal processes in a visual and user-friendly way.
A dashboard for every team member! Sales reps get a performance vs. target report Sales managers see an overview of all representatives The CEO gets revenue reports, marketing insights, exception reports, and more.
And honestly? This is just the tip of the iceberg—there’s so much more! Our goal is to combine the expertise and experience from hundreds of successful projects with your wildest business dreams!
What Does a CRM Implementation Project Look Like?
Every project is divided into three key phases:
Which CRM System is Right for My Business?
After the assessment, you’ll receive a tailored CRM recommendation based on the needs identified in our conversation. We work with a variety of systems, including Powerlink (Fireberry), Pipedrive, Airtable, ClickUp, Monday, Origami, and more.
Each of these can be seamlessly integrated with almost any other system you need—email marketing platforms, payment gateways, WhatsApp automation tools, calendar scheduling, digital signature solutions, and more.
Choosing the right CRM and supporting systems is a critical decision—and we make sure it’s done with precision!