CRM + AUTOMATION + AI
A connected business.
A team with clarity.
We design systems to handle enquiries, organise appointments, follow up on proposals and reduce repetitive tasks. We start with how your team works and connect the pieces it needs.
START WITH THE PROCESS
Where does everyday
work get interrupted?
An unanswered enquiry, an unconfirmed appointment or a proposal without follow-up are concrete problems. We turn them into a journey with data, ownership and next steps. The CRM brings information together, automation runs agreed tasks, and AI helps where it adds value.
01
Receive
Channels and forms
02
Organise
Contact and need
03
Act
Owner and task
04
Review
Data for improvement
BUSINESS APPLICATIONS
How it could work
for your team.
These journeys illustrate solutions we adapt to each project’s scope.
Clinics and appointment-based businesses
Appointments the team can track
Requests arrive through different channels, making confirmations hard to track.
We connect enquiries, availability, confirmations and reminders. The team sees which appointments need attention and handles cancellations using agreed rules.
1. Enquiry
2. Booking
3. Reminder
4. Service
WHAT TO TRACK
Confirmations, cancellations and no-shows.
Renovation, installation and services
Quotes with a clear next step
A request is spread across notes, photos and messages. A quote gets prepared, but follow-up depends on remembering.
We organise enquiry data, quotation stages and owner tasks. Templates and proposals can be connected; automated estimates require business-approved rates and rules.
1. Details
2. Review
3. Proposal
4. Follow-up
WHAT TO TRACK
Time to proposal and quotes awaiting a response.
Real estate and consultative sales
Contacts that keep their context
The team remembers a conversation, but not always the need, timing or commitment made.
We design contact records, interest fields and sales stages. Every opportunity retains an owner, a history and a next action.
1. Contact
2. Need
3. Opportunity
4. Next action
WHAT TO TRACK
Opportunities without tasks, time in each stage and pipeline progress.
Retail, accommodation and services
Support that knows when to hand over
Frequently asked questions take up time while other enquiries require human judgement.
We configure answers using approved information and, where appropriate, an AI agent to qualify and route enquiries. We agree on boundaries, channels and calendar or CRM integration.
1. Enquiry
2. Answer
3. Qualification
4. Handover
WHAT TO TRACK
Enquiries handled, handovers and questions that reveal information gaps.
Teams repeating manual tasks
Tools that share information
The same data gets copied from a form to a spreadsheet, from email to the CRM and from the CRM to a calendar.
We connect the necessary steps with automations and n8n workflows. We define what starts the process, which data it needs and how failed actions are reported.
1. Input
2. Validation
3. Record
4. Notification
WHAT TO TRACK
Manual tasks, workflow issues and complete records.
Sales managers and business owners
A dashboard for deciding what to do
There is activity, but no shared view of what is pending or where opportunities get stuck.
We define a CRM dashboard using indicators the business can reliably maintain. We organise stages, tasks and follow-up so data can inform decisions.
1. Data
2. Indicators
3. Review
4. Decision
WHAT TO TRACK
Record quality, sales progress and pending actions.
STRATEGY AND DELIVERY
Built around your business.
Ready for everyday use.
Dany works on business needs, priorities and objectives. Gabriel handles technical implementation, websites and automation. Together, we connect the business decision with the system the team will use.
We review existing tools, define the scope, configure the journey and test agreed scenarios. Support and training are specified in the proposal.
STARTING POINTS
A clear scope.
A defined investment.
CRM and sales follow-up
From €950
Per project
Sales pipelines, forms, automations, templates, dashboard and training.
Automation with n8n
From €790
Per project
Workflows between forms, CRM, email, calendars, AI and other tools included in the scope.
AI agent for appointments and leads
From €1,200
Per project
Qualification, answers, contact recording and routing to a calendar or CRM.
Indicative prices from our service offer. Before starting, we define deliverables, integrations, timelines, taxes and any applicable licence, usage or maintenance costs. Inventory, payment or operational management applications require a separate assessment of features and integrations; they are not automatically included in a sales CRM.
START WITH A SPECIFIC IMPROVEMENT
Less chasing tasks.
More time to move forward.
Tell us where enquiries, tasks or information pile up. Let’s design a useful first step.
