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SALES

Sales automation

We automate the capture, reply and follow-up of leads that arrive through forms, WhatsApp, email or social media. It is for teams that already generate leads and lose them between first contact and the sale; it delivers a flow connected to your CRM that shows which stage each opportunity is in.

THE PROBLEM IT SOLVES

Leads arrive through forms, WhatsApp, email or social media, but afterwards follow-up depends on one person, a spreadsheet or messages sent by hand.

WHICH SALES TASKS WE AUTOMATE

  • We capture lead data automatically.
  • We send replies, reminders and follow-ups.
  • We connect forms, WhatsApp, email, calendar and CRM.
  • We show which stage each opportunity is in.

Examples of implemented solutions

  • Lead capture and follow-up

    Automations to register leads, assign them, follow up and gather sales information in one place.

  • Scheduling and WhatsApp

    Flows to book appointments, confirm, remind, reschedule and record customer information.

  • Campaigns and follow-up

    Automation of segmented messages and consolidation of results to make sales follow-up easier.

Note: The results shown correspond to specific cases and are not a guarantee of future performance. Each project depends on the process, volume, data quality and systems involved.

What we use and how we measure results

TOOLS
WhatsApp, email, sales system (CRM), calendars, forms and automatic reminders.
RESULTS WE MEASURE
Response time, confirmed appointments, opportunities handled, sales closed and leads without follow-up.
WHEN IT IS A GOOD FIT
You already generate leads, but feel they get lost between first contact and the sale.

Frequently asked questions about the service

  • Which channels and tools are connected?

    Forms, WhatsApp, email, calendar and your sales system (CRM), so that capture, replies, reminders and follow-up happen in a single flow.

  • What determines the cost?

    The scope, which is documented in the proposal. Third-party usage (cloud, AI APIs, WhatsApp Business, SMS, email and SaaS licenses) is quoted separately.

    See starting prices by package
  • What do you need to provide?

    An explanation of how the process works today, which tools and systems are involved and what result you need to achieve. We start with a discovery meeting and an analysis of the current process.

    See how we work
  • What do we deliver?

    Before building, we make clear what we will do, how it will work and what result we expect. Implementation includes testing, validation, go-live and documentation.

  • How is the solution maintained?

    We measure the results and adjust the solution so it keeps generating value. The support and continuous improvement service covers monitoring, error handling, adjustments and change control.

    See support and continuous improvement

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