CRM and pipeline
Complete customer database, value, frequency and behaviour segmentation, scoring, lead management, B2B prospecting, compliant outreach, partner onboarding, tasks, teams, targets, KPIs and commissions.
04 · Sales Automation
Sales automation without turning customer relationships into robotic sequences.
We centralise customer data and build pipeline, tasks, communication, scoring, recommendations, reactivation and reporting around how the team actually sells.
Capabilities
What we can connect and implement.
Reactivation and communication
Inactive-customer detection, alerts, personalised email and WhatsApp, compliant campaigns, product news, stock messages, confirmations and quick-order links.
Recommendations and loyalty
Automated recommendations, cross-sell, upsell, recurring lists, volume benefits, points, tiers, VIP, referrals and partner benefits.
Commercial control
Reports by customer, representative and product, margin and profitability, frequency, average order value, lifetime value, discount approvals and conversation history.
Customer service
Ticketing, WhatsApp and AI first-line support, complaints and returns, unified history, recurring-issue detection, response times, satisfaction and NPS.
Intended outcome
A clearer system, not another tool.
- 01a visible journey from lead to active customer
- 02rule-based follow-up and reactivation
- 03explainable recommendations from history and context
- 04commercial reporting connected to margin and retention
How we work
In stages that can be validated before they become expensive.
Diagnostic
We understand the problem, processes, data, people and the real cost of friction.
Prioritisation
We separate required infrastructure from useful features and choose a verifiable first stage.
Implementation
We build, integrate and introduce the solution gradually into real operations.
Measurement
We track adoption, quality, risk and commercial or operational outcomes.
Projects and evidence
The method becomes credible when it can be seen in projects.
Frequently asked questions
Sales Automation
Do you implement an existing or custom CRM?
It depends on process, integration and adaptation cost. We do not build custom when a standard CRM fits coherently.
Can WhatsApp messages be automated?
Yes, within channel policies and consent. Transactional, reactivation and campaign messages remain separate.
Can scoring decide offers by itself?
It can prioritise and explain signals, while commercial rules, fairness and exceptions must be defined and monitored.
Services
Do you have a problem that crosses several systems and teams?
Send the current context, tools in use and desired outcome. The first step is to clarify the problem, not to sell a feature list.