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Service package

CRM automation: up to +30% sales

We build CRM not as a contact database, but as a sales management system: inbound channels, pipeline, tasks, touches, reports and execution control in one operating loop.

Get funnel audit View scenarios
Capture every lead and next action Automate follow-ups and escalations Give management a live pipeline and forecast
In focus Available

2-4 weeks

EBITDA Sprint

P&L, cash flow, operations and data diagnostics, loss map, 90-day plan and PMO tracking.

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P&L and cash flow diagnostic Loss and priority map 90-day plan and PMO rhythm
In focus Available

up to +30% sales

CRM sales automation

Funnel audit, CRM setup, follow-up scenarios, reporting and team launch.

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Funnel and channel audit CRM scenarios and automation Executive dashboard
In focus Available

30 days

Digital Checkup

Advertising and lead generation diagnostic: budget leakage, funnel benchmarks and a 30-60-90 day plan.

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30-day advertising audit Budget leakage map 30-60-90 action plan
In focus Coming soon

in development

Market Insight

Research into markets, competitors, demand and customer segments for better decisions.

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Market research Competitor and demand analysis Segments and growth opportunities

Problem

Without a system, the funnel loses clients at every step.

The same team can produce different results: the issue is not only managers, but process control.

40% Without CRM system

leads are lost without a next action

  • requests arrive from different channels and get lost
  • managers forget to follow up after proposals
  • the manager collects reports manually
  • there is no single view of conversion by stage
Result: sales depend on manager memory.
0 With automation

leads without owner and task

  • each lead enters CRM within 60 seconds
  • the next action is assigned automatically
  • stalled deals escalate to management
  • pipeline and forecast are visible every day
Result: process is managed by the system.
x4

Pipeline conversion growth

after stages, touch control and regular reporting are set up

-35%

Less manual routine

through auto tasks, templates and deal notifications

60 sec

Until lead assignment

the request is captured and assigned automatically

Results

Numbers that make CRM worth using.

Case: building materials

Implemented a CRM pipeline, follow-up rules and executive reporting. The team stopped losing inbound requests, and management received daily stage control.

Platform

One workspace for the whole sales team.

Pipeline, deal card, touch history and tasks live in one window. Every manager action is recorded, every next step is assigned automatically.

client card with history pipeline by stage proposal and email templates executive dashboard

Automation

Ready scenarios for your funnel.

Each scenario is a set of triggers and actions that works without manager participation and adapts to the industry.

01

Inbound request processing

Any call, form or messenger request is captured in CRM and assigned to a manager.

trigger: new request
02

Repeat call algorithm

If the client does not answer, the system plans attempts and escalates overdue items.

trigger: no answer
03

Qualification and routing

Budget, urgency and decision-maker are captured by checklist and routed to the right manager.

trigger: form completed
04

Meeting or demo

The client gets confirmation, and the manager receives a task with context and materials.

trigger: meeting booked
05

Follow-up sequence after proposal

After a proposal is sent, calls, emails and messages start on a defined timeline.

trigger: proposal sent
06

Signing and next stage

A signed contract creates delivery tasks and notifies everyone involved.

trigger: contract signed
07

Reactivation of stalled deals

A deal with no movement gets a reminder and then escalates to management with context.

trigger: no movement for N days
08

Daily executive report

Every morning a digest arrives: pipeline, overdue tasks, conversion and forecast.

trigger: start of day

Our approach

Why standard implementation does not create results.

Most integrators automate what already exists. We first fix what is broken.

Typical implementation

move Excel chaos into CRM set fields without sales logic give instructions and leave get a system nobody uses CRM exists, control does not.

NEXT500

find losses in the funnel design the sales process configure automation around KPIs support the team until regular usage CRM becomes the operating loop for sales.

Implementation

2 months from audit to working system.

A clear roadmap without vague timelines or hidden stages.

01 Week 1-2

Audit and strategy

current funnel analysis

loss and bottleneck map

technical specification

automation strategy

02 Week 3-4

CRM setup

pipeline and deal stages

cards and fields

team roles and rights

telephony integration

03 Week 5-6

Automation

scenarios for the funnel

proposal and email templates

messenger integration

executive dashboard

04 Week 7-8 + 3 months

Launch and support

team training

test period

data-based adjustments

3 months support

Pricing

Transparent pricing.

Final pricing is calculated after the funnel audit: it depends on team size, number of scenarios and selected CRM.

Turnkey project on request
Audit and strategyincluded
CRM setup and implementationincluded
Automation scenariosincluded
Team trainingincluded
3 months supportincluded
Annual system costfrom $7k / year

CRM automation

CRM is a separate package for sales and funnel control.

The focus is sales only: inbound leads, deal stages, manager tasks, follow-up touches, reporting and execution control in one system.