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Process audit
We map how requests currently move through the business.
BUSINESS AUTOMATION
CRM& Automation
We help organize leads, forms, statuses, roles, notifications, reports and integrations so requests stop getting lost and managers work in one process.
CRM is useful only when it reflects the real workflow of the team, not when it is installed “because everyone needs CRM”.
●funnels●forms●roles●reports
When it helps
Each service page is built around a real business situation, not copied pricing cards.
- Requests from the website, messengers or calls are lost.
- Managers keep data in chats, spreadsheets and memory.
- There is no clear funnel, status or responsible person.
- The owner cannot see what happens with leads and sales.
How the scope is selected
We do not show fixed packages here. The amount of work depends on the current state, goal and request.
Simple funnelWhen you need order in requests and statuses.
CRM with integrationsWhen forms, messengers, tasks and notifications must work together.
Custom workflowWhen the business process does not fit standard CRM logic.
What we do
Automation is planned around real operations: how leads arrive, who processes them, what should be measured and what can be simplified.
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Funnel structure
We define statuses, actions, roles and responsibility.
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Form integration
We connect website forms and lead sources to CRM.
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Notifications
We set up alerts so managers react faster.
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Reports
We create basic reports for leads, activity and conversion.
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Documentation
We explain how the workflow should be used by the team.
Process
Clear sequence: understand the task, choose a practical scope, produce the result and leave a usable system.
1
DiscoveryWe understand current sales and request processing.
2
ArchitectureWe design funnel, roles, fields and integrations.
3
SetupWe configure CRM, forms, automation and notifications.
4
TrainingWe test the process and explain team usage.
Client outcome
The client receives a controlled workflow where leads, tasks and performance are visible.
Get a proposal →- Clear lead pipeline
- Connected website forms
- Roles and responsibility logic
- Notifications and basic automation
- Reports for control and decisions
FAQ
Short answers before we start.
Can you work with our current CRM?
Yes. We can improve an existing CRM or help choose a suitable tool.
Do you build custom CRM?
If standard tools are not enough, we can design a custom solution.
How do we estimate cost?
By number of roles, integrations, sources and workflow complexity.
Let’s discuss your task?
Describe what you need — we will prepare a practical scope, timeline and next steps.
