AI-CRM & automation
We brought all our propositions into one CRM and built the workflows that handle leads, onboarding and publishing without anyone touching them.
The challenge.
Four propositions, each with its own leads, forms and follow-up. Without one place and without automation, that bogs down into manual work that doesn't scale.
The solution.
One central CRM as the source of truth for all client and lead data, across every proposition.
Workflows that validate incoming requests, enter them into the CRM and start the right onboarding, all automatically.
Integrations that keep data in sync between CRM, website and channels, with an alert the moment something deviates.
The result.
The back office largely runs by itself; new leads and publications proceed without a manual step in between.
24/7 running workflows, two people
The solutions behind it.
The building blocks from this project, we deploy at your company too.