HR & Sales

Sales and CRM Automation

Capture leads, follow up on time and report on your pipeline.

We connect lead sources to your CRM, automate follow-ups and build sales reports so your team spends time selling. A typical flow runs from lead source to CRM, call and transcript, AI summary and qualification, lead score, write-back to the CRM, automatic assignment, WhatsApp nurture, site visit and a conversion dashboard.

The business problem

Leads get lost and follow-ups are late when tracking is manual.

What we can build

Lead capture and source tracking into Zoho CRM
Call transcript retrieval from your voice or call tool
AI call summary and lead qualification
AI lead scoring with write-back to the CRM
Automated lead routing to the right salesperson
WhatsApp follow-up and nurturing sequences
Site visit or appointment scheduling and reminders
Sales pipeline, conversion dashboard and AI insights
Lead management and CRM integration
Sales reporting

Benefits

Less repetitive manual work for your team
More consistent, repeatable processes
Better visibility into progress and data
Solutions fitted to your own tools and workflow

Results depend on your processes and systems; we do not guarantee specific savings or returns.

Our process

1
Discovery
We review your current workflow, tools and the manual steps that slow your team down.
2
Solution design
We propose a practical approach and agree scope, integrations and success criteria with you.
3
Build & integrate
We build the automation or software and connect it to the tools you already use.
4
Test & handover
We test with your real scenarios, document the solution and walk your team through it.