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.
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.
01Intake
An enquiry arrives through the website.
02Follow-up
The team reviews the opportunity.
03Continuity
A colleague picks up the conversation.
HOW IT COULD WORK
A realistic situation. A clear journey.
Explore the example step by step. The solution is configured around your processes, information and agreed tools.
Fictional illustrative example. It does not execute actions, show client results or replace a personalized demonstration.
iADam / CRM and sales automationDEMO
01Intake02Follow-up03Continuity
Situation
An enquiry arrives through the website.
Next step
Intake
Contact details and source are stored together.
Situation
The team reviews the opportunity.
Next step
Follow-up
An owner and next action are assigned.
Situation
A colleague picks up the conversation.
Next step
Continuity
The history and agreed actions are available.
Fictional illustrative example. It does not execute actions, show client results or replace a personalized demonstration.
Step 1 of 3
WHAT IT CAN INCLUDE
What we put to work.
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 WITH YOU
From your way of working to a useful solution.
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.
02
We design the solution
We define stages, automations, integrations, users and the functions that will make up the CRM.
03
We configure and integrate
We implement the chosen tool or build the custom solution and connect the agreed channels.
04
We go live and improve
We prepare the team, support the start and adjust the processes as use and needs evolve.
WORK FOR CLIENTS
See how we put it into practice.
Explore the work for Green Group Canarias: website, platform and connected processes. The case distinguishes live features, pilots and work in development.
