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Service illustration: Automation & CRM
Services / Automation & CRM

Less clutter.
Better follow-up.

Organize contacts, conversations and tasks so your team knows what comes next for each inquiry.

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Where is your contact in the process?

Choose an option to explore the approach.

The inquiry arrives with an owner.

The scope is defined around your business needs.

New inquiry
Conceptual service visual

What your business receives.

No confusing packages. We agree on deliverables before starting.

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Contact organization

Fields and stages built around your workflow.

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Follow-up workflows

Agreed tasks, reminders and responses.

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Connections and handover

Connect compatible channels and explain how to use them.

How we work.

From the first conversation to delivery.

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01

Map

Review how you receive and handle inquiries.

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02

Organize

Define stages and owners.

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03

Connect

Configure the agreed automations.

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04

Test

Check workflows before using them.

One inquiry.
One clear next step.

We define the journey together before putting it into action.

01

New inquiry

02

Conversation

03

Follow-up

Illustrative service diagram. It does not represent results or a connected account.

Before we start.

Can WhatsApp be connected?

It depends on the platform, account and provider requirements. We check compatibility first.

Is software included?

Licenses and provider fees are listed separately in the proposal.

Francisco Bracho
Francisco Bracho

Tell me what you need.

We review your idea and define the next step.

Talk on WhatsApp ↗
Original recommendation capture