Automation & AI solutions
CRM System
Every lead, deal and customer in one place, with a clear pipeline and follow-ups that happen on their own.
The problem
Right now, your customers live in your head, your WhatsApp, a notebook and two spreadsheets. It works, until it doesn't.
Deals fall through not because the customer said no, but because nobody followed up at the right moment.
A CRM only helps if it matches the way you actually sell. Most setups fail because they are built for someone else's business.
How I solve it
We map how you sell
From first contact to closed deal, we write down the stages your customers actually go through.
I set up the CRM
A pipeline that matches those stages, with the fields you need and none of the ones you don't.
I connect the inputs
Website forms, WhatsApp and email flow into the CRM automatically, so nothing is typed twice.
Follow-ups run themselves
Reminders and automatic messages go out on schedule, so no lead is forgotten.
What's included
- A pipeline built around your sales process
- Import of your existing contacts and deals
- Automatic capture from your website and WhatsApp
- Follow-up reminders and automations
- A short training session for you and your team
- Documentation you can come back to
An illustrative example
A made-up scenario to show the idea, not a real client story.
Before
A lead comes in while you are with a customer. It sits in WhatsApp. Two weeks later you find it and the moment has passed.
After
The lead enters the CRM automatically, gets a first reply within a minute, and a follow-up reminder appears in your pipeline two days later.
Tools I use for this
- Your CRM of choice
- Make
- Zapier
- WhatsApp Business
Common questions
It depends on how you sell and what you already use. On the intro call I will suggest the simplest option that fits, including free tiers where possible.
Yes. Often the fix is simplifying: fewer fields, a pipeline that matches reality, and automations that remove the manual entry everyone avoids.
Yes, I import your existing contacts and deals as part of the setup, and we check the result together.
Want this working in your business?
A short intro call is enough to see what it would look like for you.