CRM and automations built around how you sell
A lead that comes in from the website, WhatsApp or a Facebook form needs to reach the right person within a minute, not on Monday morning. We set up or build a CRM that reflects how you actually sell, and connect automations where the team forgets, delays or copies things by hand.
In short
A CRM is where every lead, call and deal is recorded. Business automation is what happens on its own between the records: a WhatsApp message to a new customer, a task for a salesperson, a reminder before a meeting, an invoice after payment. We do both: we customize an off-the-shelf system like monday or HubSpot when it is enough, and build a custom CRM when your process does not fit the template.
When this is right for you
- Leads come in from several sources and nobody knows who called whom back.
- There is a CRM, but the team updates it at the end of the day, if at all.
- Someone copies by hand between a form, Excel, WhatsApp and the invoicing system.
- Your sales process has stages the current CRM cannot represent: a quote in two rounds, manager approval, an on-site measurement.
- You want to know at any moment how many deals are open, for how much money, and who is stuck.
What we build
Setup and customization of an off-the-shelf CRM
monday, HubSpot, Pipedrive or Zoho. We build the pipeline by your stages: fields, permissions, views for managers and salespeople, and connections to forms and WhatsApp.
Custom CRM
When an off-the-shelf system starts working against you, we build one of your own: screens by role, your business logic, and reports that answer the questions you actually ask. Your code, your data.
Sales and service automations
A new lead gets a message within seconds and lands in a salesperson's queue. A quote with no reply gets a follow-up after two days. A customer who closes gets a payment link, an invoice and a service file, with nobody touching anything.
Reports and a live picture
One board that shows how much came in, how much closed, where leads drop off and the response time of every team member. Updates on its own, not at the end of the month.
What it works with
- monday
- HubSpot
- Pipedrive
- Zoho
- Make
- n8n
- WhatsApp Business API
- Google Sheets
- Green Invoice
- Stripe
What it looks like for a client
Ivritli
At the Ivritli network, three separate systems managed enrollment, lessons and billing. We merged them into one system with an automated customer journey by email and WhatsApp, so a parent who enrolls gets everything they need without someone in the office tracking it by hand.
3 systems became one
How we work
Discovery, development, testing, rollout and support. At the end of each stage we stop, show what was built and make sure it is what you need. Full process on the home page.
Questions about this service
If your sales process is linear, lead, call, quote, close, an off-the-shelf system is enough and we will customize it. When you start working around it with spreadsheets, free-text fields and WhatsApp messages between employees, that is the sign you need a system built around the process.
Customizing an off-the-shelf system: one to three weeks, including automations and training. A custom CRM: the first part goes live within a few weeks, and we continue in stages.
Yes. We connect to the WhatsApp, website forms, invoicing system, calendar and payment processing you already use. We replace only what actually gets in the way.
We do. You have a direct line to us, and when something breaks or you want to add a stage to the pipeline, it comes to us and not to your team.
It depends on the scope. Customizing an off-the-shelf system with a few automations is a short project. A custom CRM is a project of a few months, in stages. After the discovery call you get a written proposal broken into stages, so you know in advance what you are paying for.