Turn enquiries into a clean sales pipeline and follow-up system.
We design CRM automation for websites, WhatsApp leads, email enquiries, sales follow-ups, customer notes, task reminders and reporting dashboards — so your team can respond faster and stop losing leads.
A connected customer system for leads, sales follow-up and support handover.
CRM automation is not only software setup. It is the process design that keeps customer data, team actions and follow-ups organised.
Lead Capture Automation
Capture website forms, WhatsApp enquiries, landing page leads and ad campaign leads into one structure.
- Website form to CRM
- WhatsApp enquiry tracking
- Lead source tagging
Sales Pipeline Setup
Create a clear pipeline for new leads, qualified enquiries, proposals, follow-ups and won customers.
- Pipeline stages
- Lead status rules
- Customer ownership
Follow-Up Reminders
Automate reminders so your team knows which customer needs a reply, quote, call or next action.
- Task creation
- Follow-up alerts
- Missed lead prevention
WhatsApp & Email Alerts
Send structured lead alerts to WhatsApp, email or team channels with customer details and service request.
- Instant lead notifications
- Service-based routing
- Team handover notes
CRM Reports & Dashboards
Track enquiry volume, conversion stages, lead source quality and follow-up activity.
- Lead reports
- Sales activity summaries
- Dashboard planning
AI CRM Assistance
Use AI to summarise enquiries, prepare reply drafts and classify customer requests before team handover.
- AI lead summaries
- Reply draft support
- Customer classification
From scattered messages to one customer control system.
Many businesses receive leads from WhatsApp, Facebook, website forms, phone calls and emails — but the follow-up becomes messy. We convert that scattered enquiry flow into a CRM-based system using tools such as Google Sheets, Airtable, HubSpot, Zoho, Make.com or a custom workflow depending on the business scale.
We map the customer journey before building the automation.
A good CRM setup needs the right fields, stages, roles and notifications. We start from your real lead handling process and build automation around that.
Process Audit
We review where leads come from, how the team replies, what information is missing and where follow-ups fail.
CRM Structure
We define fields, stages, lead source tags, service categories, team responsibilities and customer statuses.
Automation Scenario
We connect forms, WhatsApp links, Google Sheets, email, CRM tools, Make.com, AI summaries and reports.
Testing & Training
We test the real enquiry flow and guide your team on how to use the CRM daily without confusion.
Start with a simple lead tracker or build a complete automated CRM system.
We can begin with a Google Sheet pipeline and grow into a full CRM, Make.com automation, AI lead summaries and team reporting system.
Lead Tracker CRM
Best for small businesses that need a clean place to collect website and WhatsApp enquiries.
- Website form lead capture
- Google Sheet or simple CRM setup
- Lead source and service fields
- Basic follow-up status
- WhatsApp or email alert direction
CRM + Automation Flow
Best for active sales teams that need proper pipeline stages, reminders and lead routing.
- CRM pipeline planning
- Lead capture from website and WhatsApp
- Follow-up reminders and task alerts
- Service-based lead routing
- Make.com automation scenario
- Weekly summary report direction
AI CRM System
Best for companies that need AI summaries, team handover, dashboards and advanced customer tracking.
- AI lead summary workflow
- CRM dashboard and reporting
- Customer support handover logic
- Multi-source enquiry tracking
- Sales activity visibility
- Ongoing improvement roadmap
What CRM automation improves
Send your current lead process. We will suggest the right CRM flow.
Tell us how customers contact you, where leads are currently saved, which team members handle replies and what follow-up problems you want to fix.