Automation · WhatsApp · CRM

Same manual work on repeat?

The real pain

Spreadsheets + WhatsApp + memory = exhaustion. Leads arrive… then vanish? Nobody knows who said what.

What we wire together

  • WhatsApp auto-replies + routing (sensible, not spammy)
  • CRM setup — stages, owners, reminders
  • Sheets / forms → CRM where it helps
  • Simple dashboards: leads, bottlenecks
  • n8n / Zapier-style flows — documented

WhatsApp systems

Auto-replies, labels, routing — so the inbox stops eating your day.

CRM systems

Stages, owners, reminders — so leads don’t hit the floor.

What it tends to look like

WhatsApp + inbox calm
CRM pipeline
Automation flow

Process

  1. 1

    Map the flow

    As-is, pain points.

  2. 2

    Pick tools

    What your team will use.

  3. 3

    Go-live + train

    Short doc, short demo.

Which mess should we fix first?

WhatsApp, CRM, or both — say it plainly.