CRM & Marketing Automation
Customer Data, Journeys & AutomationMost businesses pay to get leads — and then lose them in spreadsheets, inboxes and WhatsApp chats. We set up and run your CRM and marketing automation so every lead gets a fast follow-up, every customer receives the right message at the right time, and you can see which leads turn into revenue.
How We Work
We map your sales process and your customer data, then choose or improve the right CRM — from open-source options like EspoCRM to platforms like HubSpot and Salesforce Marketing Cloud. We connect it to your website, ads and WhatsApp, build the journeys and automations, and keep optimizing them every month. The work is led by Carlos Eduardo, our CRM & Data Lead, with 15+ years running CRM and data for brands like Ford, Volkswagen, Itaú and Santander.
What You Get
- No lead left without follow-up
- The right message at the right time
- Higher conversion and retention
- A clear view from lead to sale
The Challenge
Leads arrive from forms, ads, calls and WhatsApp and end up scattered across tools and people. Without a CRM and automation, follow-up depends on memory, response time grows and good opportunities go cold — while you keep paying to generate new ones.
What We Do
CRM Setup & Migration
We implement a new CRM or reorganize the one you have: pipelines, stages, fields, users and permissions — and migrate your data from spreadsheets or old systems without losing history.
Lead Capture & Integrations
Website forms, Google and Meta lead forms, calls and WhatsApp connected to your CRM, so every lead arrives automatically with its source, campaign and ad.
Customer Data & Segmentation
We clean, deduplicate and enrich your database, then segment customers by interest, behavior and stage — the base for any personalized communication.
Journeys & Automation
Automated follow-up, nurturing, onboarding and reactivation journeys by email, WhatsApp and SMS, personalized for each segment and always respecting privacy and opt-in rules.
Lead Scoring & Sales Alignment
Leads scored and routed to the right salesperson, with alerts and response-time goals, so your team spends time on the people most likely to buy.
Reporting & Optimization
Dashboards from first contact to closed sale, journey performance and retention — reviewed every month to improve messages, timing and conversion.