Automation & Integrations
Leads, sales and CRM processes
We automate capture, routing and follow-up so no lead goes cold.
- Pillar
- Automation
- Engagement
- Fixed project or retainer
- Deliverables
- 4 work blocks
- Start
- 2–3 weeks
Includes
- Lead capture and normalization
- Scoring and automatic assignment
- Follow-up sequences
- Conversion reports by channel
The challenge
Leads arrive through several channels and follow-up depends on someone remembering.
Our approach
We unify lead intake, assign owners and trigger sequences based on behavior.
What is included
The work, broken down
No hidden line items. This is what we deliver and what you can review at every stage.
Lead capture and normalization
Scoring and automatic assignment
Follow-up sequences
Conversion reports by channel
Want to know how this fits your specific case?
Free diagnosisMethodology
From question to system, in four steps
No black boxes or endless phases. Every stage ends with something you can review and decide on.
Diagnosis
We review the starting point, the data and the constraints. You leave with a well-defined problem and a priority order.
Architecture
We define scope, stack, integrations and success metrics. We prototype just enough to validate the direction.
Execution
We work in iterations with demos and feedback. Every delivery is functional and measurable, not a promise.
Measurement
We deploy, monitor and compare against the baseline. We document everything and train the team.
Frequently asked questions
Before you hire us
What a team usually asks before starting this service.
Your question is not here?
Ask usWhich CRMs do you work with?
HubSpot, Pipedrive, Salesforce, Zoho and custom CRMs, among others. If you do not have a CRM, we help you choose and implement one.
Can duplicates be prevented?
Yes. We apply deduplication rules by email, phone and domain before creating or updating records.
How long does it take and how much does it cost?
It depends on scope. After the free diagnosis you receive a proposal with phases, timelines and a fixed budget. We do not start until you are clear on what is delivered and when.
Automation
Related services
Request a diagnosis
Let’s start by understanding what is holding you back.
A 30-minute conversation, with no corporate presentation. You leave with a clear hypothesis and a concrete next step.
Taking on projects for next quarter
Argentina · Working remotely