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CRM and sales automation

Every opportunity, with context and follow-up

We bring contacts, conversations, tasks and sales opportunities together in a system fitted to your company. With automation and AI, your team works from clear information, keeps every conversation on track and spends more time building relationships.

CRM and sales automation

THE STARTING POINT

As a company grows, so do the messages, calls, forms and opportunities that need following up. Bringing that information together means everyone on the team knows the customer's history, where the conversation stands and what comes next.

Organised follow-up brings continuity, improves service and makes better use of every opportunity the business generates.

WHAT IT CAN INCLUDE

What we can put to work for you.

We can configure an existing tool or build a custom CRM, combining the functions that best match each company's goals and way of working.

01

CRM implementation

We configure tools such as HubSpot, Pipedrive, Odoo or Bitrix and adapt them to the team's stages and needs.

02

Custom CRM

We build a platform of your own when the sales process calls for specific functions, journeys or levels of tailoring.

03

Everything in one place

Contacts, conversations, documents, activity and sales stages all live in the same place.

04

Automated follow-up

We create alerts, tasks, messages and sequences that help the team follow each opportunity at the right moment.

05

AI with context

We add assistants to summarise conversations, organise information, classify requests and prepare next actions.

06

Integrations and dashboards

We connect forms, email, calendar, WhatsApp and other tools, and make opportunities and sales activity visible.

HOW WE WORK

Let's talk about your sales process

  1. 01

    We learn your process

    We look at how contacts arrive, the stages they go through, who takes part and what information the team needs.

  2. 02

    We design the solution

    We define stages, automations, integrations, users and the functions that will make up the CRM.

  3. 03

    We configure and integrate

    We implement the chosen tool or build the custom solution and connect the agreed channels.

  4. 04

    We go live and improve

    We prepare the team, support the start and adjust the processes as use and needs evolve.

Let's talk about your sales process

Tell us how your opportunities arrive and get followed up today.

Let's talk
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CRM and sales automation | Every opportunity, with context and follow-up · iADam