Automation & CRM

Reclaim hundreds of hours a month. We connect your tools, automate the busywork, and build AI that qualifies and follows up for you.

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// AT A GLANCE

Senior in-house specialists
Fixed-scope or monthly retainer
Transparent reporting & full ownership
Kick-off within 5–7 working days

// Overview

Let software handle what software should

Every business runs on repetitive tasks — chasing leads, answering the same questions, copying data between apps. Done by hand, they eat your team alive and let opportunities slip. Done by automation, they run flawlessly around the clock.

We design and build the automation layer that sits under your business: WhatsApp and AI assistants that respond instantly, a CRM that actually reflects reality, and workflows that move data and trigger the right action at the right time — no human babysitting required.

// What's included

Everything in Automation & CRM

Mix and match, or take the full stack. Here's what we deliver under this service.

WhatsApp Business API Automation

Automated, on-brand WhatsApp replies, notifications and flows that answer instantly.

AI Automation & Chatbots

AI assistants trained on your business to qualify leads and answer questions day and night.

CRM Setup & Automation

A clean, well-structured CRM with pipelines and automations your team trusts.

Marketing Automation Workflows

End-to-end workflows that connect your tools and trigger the right action automatically.

// What you get

Tangible deliverables

No vague promises. Every engagement ends with assets you own and results you can measure.

Mapped and documented automation flows
WhatsApp Business API integration
AI chatbot trained on your content
Configured CRM with pipelines
Tool integrations and data sync
Handover docs and team training

// TYPICAL OUTCOMES (ILLUSTRATIVE)

Saved per week

-55%

Support load

<60s

First response

+63%

Lead follow-up

// How we deliver

A clear five-step path

Discover

Goals, audience, constraints and a look at your current setup.

Plan

A scoped roadmap with milestones, owners and clear costs.

Build

We execute in tight sprints with regular check-ins.

Launch

Careful QA, then a smooth, well-tested go-live.

Optimise

We measure, refine and compound the results over time.

// Toolbox

Tools we reach for

// We're platform-agnostic and pick whatever gets the best result

WA API

HubSpot

Zapier

OpenAI

Pipedrive

Make

// Proof

Vireo Labs saves 9 hours a week

We automated Vireo Labs onboarding, support triage and trial follow-up with a WhatsApp and AI layer wired into their CRM — cutting support load by more than half and freeing the team to focus on product.

See more results

-55%

Support workload

// FAQ

Good questions

Can't see yours? Ask us on WhatsApp — real humans, fast replies.

Ask on WhatsApp

It is the official way for businesses to send and automate WhatsApp messages at scale — automated replies, notifications and rich flows — beyond what the standard app allows. We handle setup and approval.

Not the way we build them. We train assistants on your tone, content and rules, and always provide a clean handoff to a human when a conversation needs one.

Usually not. We can optimise and automate the CRM you already use, and only recommend a switch if your current tool is genuinely holding you back.

Yes. We follow least-privilege access, secure integrations and GDPR-aligned handling, and document exactly what connects to what so nothing is a black box.

Simple flows can be live in a week or two. Larger, multi-tool automation and AI projects are scoped into phases so you get value early and build from there.

// Keep exploring