Pipeline · WhatsApp · Automation · Reporting

CRM & Sales Operations

We implement and configure CRM around how your team actually sells, including WhatsApp Business as a first-class channel rather than an afterthought. You get an automated pipeline, stage-based follow-up that chases prospects who go quiet, and reporting that shows which rep and which channel are genuinely producing revenue.

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Included features

Construction firm turning Instagram enquiries into booked site visits

Insurance broker automating the entire renewal follow-up cycle

Services company tracking proposals through to signed contract

Twenty-person sales team coordinated in one shared pipeline

Quote-to-invoice handoff that no longer needs re-typing

Key benefits

Visual sales pipeline with automation on every stage transition
WhatsApp Business threaded directly into the customer record
Automatic follow-up sequences for prospects who stop replying
Performance reporting by rep, channel, product and deal size
Clean migration of your existing contacts, deals and history

Ready to modernize your business?

Request a free consultation and discover how Israeli technology can transform your business. No commitments, real results.

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