We bring order to your leads and routine work: we implement a CRM, build automations in n8n and connect AI chatbots, so no customer inquiry slips through the cracks.
businesses where leads come from several channels and get lost
What you get
one clear path for every lead, with tasks and reminders and no manual copying
Timeline
depends on the number of channels; we plan after reviewing your processes
Price
from $440
LEAD PATH · SAMPLE DIAGRAM
0 reached a manager 0 got lost
Click any block in the diagram
This diagram is an example: we agree on your actual channels, stages and rules after reviewing your processes.
First, we map where inquiries come from, who handles them, and which statuses and steps a customer goes through. Then we connect the tools you need, set up data transfer and automate repetitive steps: notifications, tasks, reminders and reports. Your team sees the whole process and spends less time copying information by hand.
Where to start
What hurts right now?
Pick your situation and we'll show which solution usually makes sense to start with.
01
Start with a CRM
A CRM keeps track of inquiries, who owns them and what happens next. Leads from every channel land in one place, and you can see who is doing what with them.
The bot qualifies the lead and sends the details straight to the CRM, while automation creates tasks and reminders. For several channels and systems, we scope a complete sales automation project.
We map where inquiries come from and which stages a customer goes through.
02
Data and ownership
Required fields, statuses and who on the sales team owns what.
03
Scenarios
We agree on the automation rules: what gets sent, when and to whom.
04
Testing
We test how data moves between your website, CRM and messengers.
05
Training
We train your team to work in the new process.
Without these rules, automation just repeats the mistakes in your process.
Who it's for
Businesses where leads come from several channels and get lost without a single tracking system, or where customers ask the same questions over and over, which a bot can answer before a manager gets involved. Both solutions can be implemented separately or together.
A CRM keeps track of inquiries, who owns them and what happens next. Automation connects your systems and handles repetitive steps by set rules. A chatbot helps at first contact. The choice starts with where you're losing time or information right now. If your records live in scattered spreadsheets, it's sometimes better to start with a web app instead of Excel.
Rules first, integrations second
We map the lead path, the required data and who on the team is responsible for what. Without these rules, automation just repeats the mistakes in your process. We agree on scenarios, test data transfer and train your users. For several channels and systems, we scope a complete sales automation project.
Questions about this service
Where should I start: a CRM or a chatbot?
It depends on the goal: a CRM brings order to the leads you already have, while a chatbot takes the load off at first contact. We'll recommend one after discussing your situation.
Can both be implemented together?
Yes, and that often works best: the bot qualifies the lead and sends the details straight to the CRM.
