Sample project
Lead automation for a B2B services firm
Enquiries from web, WhatsApp and email land in one CRM pipeline with automatic follow-ups.
Challenge
The starting point
Leads arrived through five channels and were qualified by hand, often days later.
Approach
What we did
- Built a small integration service that normalises enquiries into the CRM.
- Added WhatsApp and email auto-replies with hand-off to a human when needed.
- Set up monitoring so failed syncs alert the team instead of silently dropping leads.
Outcome
The result
Illustrative outcome: every lead acknowledged within minutes and visible in one pipeline. Replace with real metrics.
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