Automate your leads, follow-ups and reports, so nothing waits for a human
We map how a lead moves through your business, find the manual steps, and connect your tools so those steps run on their own. Most clients want less copy-paste, faster replies and one place to see the pipeline.
Free 30-minute call · Reply within 24 hours · Malad West, Mumbai
How we approach it
Most small businesses do not have a lead problem as much as a follow-up problem. Enquiries arrive on WhatsApp, Gmail, a website form and Instagram, and then wait until someone has time to copy them into a sheet and reply. Quotes go out late, reminders are forgotten and nobody can say how many leads are in the pipeline.
We map how work moves through your business today, find the steps a person repeats by hand, and connect your tools so those steps run on their own. Depending on your setup that means Odoo, GoHighLevel or Zapier, with Google Sheets, Gmail, Slack and your website forms feeding into one clear pipeline.
We start small: automate the one process that costs you the most time, prove it works, then add the next. Every workflow is documented so your team understands it and is never dependent on us to keep it running.
Work we have shipped
- Megafluence: full GoHighLevel pipeline.
- Botfit: Odoo lead flow from web form to sales handoff.
- A Python email system that cut one client's weekly workload by 90%.
Read the full case studies
- Megafluence: A Full GoHighLevel Pipeline for a Digital Marketing Agency
- Botfit: Odoo CRM Lead Flow From Web Form to Sales Handoff
- AI Chatbots and Zapier Workflows for Service Businesses
Built with
What is included
Process map and automation plan
A written map of how a lead or order moves through your business now, what to automate first, and the time each change should save.
CRM setup in Odoo or GoHighLevel
Pipelines with stages, tasks, reminders, email and WhatsApp triggers, so every lead has an owner and a next step.
Lead capture and follow-up
Website forms, landing pages and booking links that feed the CRM, with automatic acknowledgement and follow-up sequences.
Zapier workflows
Connect forms, Gmail, Google Sheets, Slack, payment tools and your CRM, so data is entered once and appears everywhere it is needed.
AI chatbots
Chatbots trained on your own FAQs for your website and WhatsApp that answer common questions and pass real enquiries to your team.
Reports and dashboards
A simple dashboard showing leads, stages, response time and conversions, so you see the pipeline without asking anyone.
From first call to launch
Step 01
Map
A free call and a walk-through of your current process: where enquiries arrive, who replies, and where things get stuck.
Step 02
Plan
A written plan listing what to automate, in what order, with the tools involved and a fixed quote.
Step 03
Build and test
We build the workflows in a test environment and run real examples through them before anything goes live.
Step 04
Launch and support
We switch it on, train your team, document every workflow and stay on for two weeks. A support plan is available afterwards.
Ideal for
- Agencies and consultancies that still chase leads by hand
- Clinics and service businesses that take enquiries by phone and WhatsApp
- Teams that copy data between sheets, email and a CRM
- Owners who want a weekly view of the pipeline without asking for it
Also see
Common questions
Do I need to change my CRM?
Not always. We usually connect what you already use. If your current tool genuinely cannot do the job, we will say so and explain what to move to and why.
How much time will this save?
We estimate it on the first call from your own process: how many leads or orders, how many manual steps and how long each takes. The number comes from your business, not from a brochure.
Odoo, GoHighLevel or Zapier: which should I use?
It depends on what you already run. Odoo suits businesses that want CRM, sales and operations in one system. GoHighLevel suits agencies and service businesses that run funnels and follow-ups. Zapier is the lightest option for connecting tools you already pay for. We recommend the smallest option that does the job.
What if a tool changes or something breaks?
Every workflow is documented, with a note of which accounts and connections it depends on. We also offer a support plan where we monitor and fix issues.
Can you automate WhatsApp?
We can automate follow-ups and notifications using the WhatsApp Business tools available through your CRM, within WhatsApp's rules on templates and consent. We will tell you what is possible for your setup on the call.
Is my customer data safe?
We work inside your own accounts, so your data stays with you. We use the access you grant, document it, and you can revoke it at any time.
Let's talk about your project
Free 30-minute call. We will tell you what is possible, how long it takes and what it costs. No pitch.