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Taking on now

Sales automation

The funnel, tasks and reminders run without manual control.

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What it is

Stage changes, reminders of the next contact, document templates and control of deals that have stalled.

Typical problem

Deals stall because nobody reminded anyone to write to the client on time.

What you get

  • Funnel rules
  • Automatic tasks
  • Control of stalled deals

Who it is for

  • Freelancers and specialists
  • Small businesses
  • Medium-sized businesses
  • Large companies

Rough guideline

$300–$2,000

All prices here are approximate planning guides, not an offer. The final cost is set after the project is assessed and fixed in the contract.

Related services

AI sales assistantsA manager’s helper: qualification, prompts, conversation summaries.Custom CRMA client management system that follows your real process.Automated request handlingA request lands in the CRM and with the right manager straight away.HR automationHiring, onboarding and HR requests without lost emails.Approval processesA clear route: who approves, by when and what happens next.Document workflow automationDocuments are created, approved and stored by the rules.

Related solutions

Sales AutomationCRM, requests, notifications and sales processes.

Questions

Where do we start if there are many processes?

With the most frequent and clearest one. We describe it, calculate the time it takes and automate one process before moving to the next.

What happens if the automation breaks?

We set up error notifications and a manual workaround. Important steps can keep a person’s confirmation.

Do we have to change our services?

Usually not. We start with what you have, as long as your services offer an API or export.

Tell us what needs to be built

We will tell you whether it can be done, how and roughly for how much. No obligation.

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