SERVICE / BUSINESS SOLUTIONS

Sales automation and systems integration

CRM, integrations, telephony, chatbots and n8n working as one system, so no lead gets lost and repetitive steps run without copying data by hand. This is a package covering several processes and integrations. If you only need a single CRM set up without reworking your wider processes, we offer CRM implementation as a separate service.

Who it's for
When data is scattered across spreadsheets, messengers and email, and statuses are updated by hand.
What you get
CRM, integrations, chatbots and automations built around one lead path.
Timeline
In stages, after diagnostics and sign-off on the architecture.
Price
from $770exact quote after we discuss your project

A SALES MANAGER'S DAY · EXAMPLE

MANUAL TASKS PER DAY

47partly automated

Drag the divider or the slider. Each square is one manual task.

Cut the busywork

The number of tasks is illustrative. We see the real picture once you describe your process.

The problem

What this package solves

You need this package when data is scattered across spreadsheets, messengers and email, managers update statuses by hand, and the owner can't see the full sales picture.

Scope

What the work can include

We settle the final scope after diagnostics and keep only the components your project actually needs.

01

Process mapping

We document the real lead path, roles, statuses and exceptions before configuring the system.

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02

CRM implementation

We set up pipelines, fields, roles, cards and basic reporting.

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03

Lead sources

We connect forms, email, messengers or other agreed channels.

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04

n8n automations

We pass data along and create tasks, notifications and check workflows.

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05

AI chatbots

We automate first replies, qualification and handing the context over to a manager.

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06

Training and support

We walk your team through the new process and fine-tune the setup after launch.

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07

Email campaigns and automated funnels

We set up emails that go out automatically based on what the customer does: after an inquiry, a purchase or a period of silence.

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After inquiry and purchase

Email campaigns and automated funnels

An automated funnel sends the right email at the right moment: an inquiry confirmation, a reminder, useful content, an offer after purchase. Your manager doesn't have to remember who to write to and when.

The email service is paid separately, at its own rates. The technical side of your domain email is covered in the section "Email that stays out of spam".

Pricefrom $220Discuss

  • Email sequences triggered by customer actions
  • Connecting the email service to your CRM and website
  • Email templates in your brand style
  • Domain email setup so your emails stay out of spam
  • Open and click reports
Benefits

How the pieces work together

The value isn't in bundling services together. It's in shared responsibility, shared data and decisions made in the right order.

One point of responsibility

No need to coordinate several contractors. One team is responsible for the agreed result and for how everything fits together.

One logic behind every decision

Your website, ads, content, CRM and analytics are built around one business goal, not as separate, mismatched projects.

Less duplicated work

Data, materials and technical decisions are shared across areas, with no repeat briefs, extra handoffs or duplicate tasks.

Clear priorities

You don't have to launch everything at once. The team sets the order of work and starts with what has the biggest impact.

Package limits

A package doesn't mean "everything at once"

We only automate a process that's clear and agreed on. If you just move chaotic work into a CRM, the system locks the chaos in instead of clearing it up.

  • We define the rules first, then configure.
  • Critical actions stay under human control.
  • Access and data processing are agreed separately.
Process

How we get started

01

Diagnostics

We clarify the goal, the current state, the constraints and where you lose customers or time.

02

Package architecture

We define the scope of work, dependencies, priorities and acceptance criteria.

03

Implementation

We roll out the agreed areas in stages and check how they work together.

04

Growth

We analyze the data, fix bottlenecks and plan the next useful step.

More about our approach

Sales automation across channels and systems

CRM implementation

Agree on data and ownership

Before connecting any tools, we define the single source of truth, the data transfer rules and who owns each stage. This reduces the risk of duplicates and conflicting statuses when leads pass through several channels.

Plan for errors too

A workflow has to account for a third-party service going down, repeat inquiries and incomplete data. We agree on team alerts and how processing resumes. Licenses and telephony are quoted separately. If the job involves just one system, CRM implementation is available on its own.

FAQ

Questions about the package

Can we email every contact in our database?

Only those who agreed to receive it. We'll help you set up consent in your forms and an unsubscribe option.

Can you integrate our existing CRM?

Yes, as long as it has the features you need and supports integration.

Do you automate every process?

No. We start with repetitive tasks where automation brings clear benefits and control.

Do managers need training?

Yes. Even a well-configured CRM needs clear rules for using it.

Are service licenses included?

Licenses and third-party service fees are agreed separately.

The package combines your lead handling process with the integrations it needs. Standalone CRM implementation can be ordered without the full package.

06 / LET'S GET ACQUAINTED

TELL US
WHAT YOUR
BUSINESS NEEDS

Describe the task. Together we'll
work out the next step.

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