We create structured, visual pipelines customized to your sales process, helping your team track progress, manage conversations, and forecast revenue effortlessly. From first contact to signed deal, every stage is automated and monitored.
Clear visibility on deals, value, and conversion rates
Custom notifications for status changes and tasks
Reduce manual updates by up to 70% with workflow automation
CRM Pipeline Demo
New Lead
3 Opportunities$1,000
JS
John Smith
Source: LinkedIn
Opportunity Value: $400
1
1
0
1
Nov 10th, 9:00 am
JD
Jane Doe
Source: Website
Opportunity Value: $250
0
2
1
0
MJ
Mike Johnson
Source: Referral
Opportunity Value: $350
1
0
0
0
Answered
3 Opportunities$1,000
SP
Sarah Parker
Source: Email
Opportunity Value: $500
0
1
2
1
AL
Alex Lee
Source: Phone
Opportunity Value: $300
2
0
1
0
Nov 9th, 2:00 pm
CB
Chloe Brown
Source: Facebook
Opportunity Value: $200
1
1
0
1
Not Answered
2 Opportunities$280
DG
Daniel Garcia
Source: Instagram
Opportunity Value: $100
0
0
1
0
ED
Emily Davis
Source: Web Chat
Opportunity Value: $180
1
0
0
1
Booked Appointment
3 Opportunities$2,400
OW
Olivia Wilson
Source: Phone
Opportunity Value: $800
2
1
0
1
Nov 6th, 3:00 pm
EW
Ethan White
Source: Referral
Opportunity Value: $900
1
0
1
1
Nov 7th, 10:00 am
AM
Ava Martin
Source: LinkedIn
Opportunity Value: $700
0
2
0
0
Sold
5 Opportunities$6,900
MT
Mason Thompson
Source: Facebook
Opportunity Value: $1,200
1
1
2
2
IC
Isabella Clark
Source: Website
Opportunity Value: $1,500
2
1
0
1
Nov 8th, 2:00 pm
LR
Liam Rodriguez
Source: Email
Opportunity Value: $1,000
0
2
1
0
SL
Sophia Lewis
Source: Referral
Opportunity Value: $1,800
1
1
1
1
LW
Lucas Walker
Source: Instagram
Opportunity Value: $1,400
0
1
0
1
Automated Pipelines
Every form submission, chat inquiry, or booked call flows directly into your CRM. We build automated engagement systems that connect with leads instantly, through email, SMS, or WhatsApp, turning interest into booked appointments.
Automated follow-ups that lift engagement by up to 40%
Smart reminders and alerts that keep prospects engaged
Lead scoring systems that identify high-value prospects
Lead Captured
Every form submission or chat inquiry is instantly captured in your CRM.
Instant Engagement
Smart automated messages engage the lead instantly via email, SMS, or WhatsApp.
Booked Appointment
High-priority leads are converted into scheduled appointments seamlessly.
Follow-ups / Reminders
Ensure leads stay engaged with automated follow-ups and reminders.
Converted / Sold
Track which leads successfully become paying customers.
Lead Captured
Every form submission or chat inquiry is instantly captured in your CRM.
Instant Engagement
Smart automated messages engage the lead instantly via email, SMS, or WhatsApp.
Booked Appointment
High-priority leads are converted into scheduled appointments seamlessly.
Follow-ups / Reminders
Ensure leads stay engaged with automated follow-ups and reminders.
Converted / Sold
Track which leads successfully become paying customers.
Reporting & Performance Analytics
We integrate your CRM directly with Meta Ads, Google Ads, and other paid platforms, allowing real-time tracking of generated leads and conversions. This means no more guesswork you’ll know exactly which campaigns drive revenue, not just clicks.
Real-time ROI tracking per platform
Identify bottlenecks and growth opportunities instantly
Data-backed decisions that improve ROI and cut costs
Total Leads
310
↑ 8.47% compared to last 31 days
310
New Lead – $28.4K (19%) – 63
Answered – $22.7K (15%) – 47
Not Answered – $31.2K (21%) – 71
Booked Appointment – $35.8K (24%) – 82
Sold – $32.9K (21%) – 47
Google Business Profile (Last 30 days)
Total Views
312
↑ 8%
Search
145
↑ 12%
Maps
98
↑ 5%
Conversations
127
↑ 10%
Bookings
86
↑ 7%
Calls
54
↑ 15%
Facebook Ads (Last 30 days)
Total Clicks
1,254
↑ 14%
Total Spend
$3,120
↓ 7%
CPC
$2.49
↓ 5%
CTR
3.8%
↑ 12%
Stop wasting precious time and resources,streamline your workflow.
We saved hundreds of hours per month automating our leads management processes while increasing response rates by 20%
Sarah P.
Typical issues of businesses not relying on automation:
Manual processes drain valuable hours and energy. Automation cuts the busywork so your team can focus on growth, not repetitive tasks.
Without automation, leads slip through the cracks. Smart systems follow up instantly, keeping prospects engaged and conversions climbing.
Repetitive manual tasks wear teams down. Automation lightens the load, boosting morale and productivity across the board.
When data lives in silos, it’s hard to see the full picture. Automation unites your systems, giving you real-time insights and confident decision-making.
Let's talk about your project.
Book a FREE Consultation
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