Digital and software

CRM, funnels and marketing automation

Pipelines, email and WhatsApp automations, reminders and lead scoring: no lead gets lost.

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We set up the CRM and the funnels that guide every lead from the first enquiry through to the appointment and the sale, with automations that work around the clock.

Who it is for

For those who receive leads but cannot follow up with all of them in time, for those who run events with many registrants, and for those who want to know exactly where their clients come from.

CRM, funnels and marketing automation

What it includes

  • CRM configuration: pipelines, tags, segmentation and lead scoring
  • Email and WhatsApp automations for replies, confirmations and reminders
  • Repeatable funnels for courses and free events, no-show handling and follow-up
  • Notifications to consultants and handover of leads to the sales team
  • Integration with forms, calendars and payment systems
  • Dashboard showing the status of every contact

What you get

  • Immediate replies to every new enquiry
  • Fewer missed appointments thanks to reminders
  • A clear view of where each client came from

Tools and platforms

  • GoHighLevel
  • WhatsApp Business
  • Zapier
  • Make

Frequently asked questions

Who owns the CRM?

The client: licences and database are held in your company’s name. We operate as authorised users and, for personal data, as data processors.

Want to find out if this service is right for you?

Tell us about your situation: we will reply within 24 working hours with a proposal for a first meeting.

Request a consultation