CRM Pipeline
Webhooks & APIs
WhatsApp + Voice
Dashboards
Automation Rules
Automation Systems for Sales, Ops & Support
We build reliable automation systems that connect your leads, WhatsApp, calling, CRM pipeline and team reporting into one workflow—so operations run faster with less manual work.
Reduce Manual Work
Automate
Tasks, follow-ups, routing and updates.
Keep Teams Aligned
Workflow
Clear stages, ownership and SLAs.
Get Visibility
Reporting
KPIs, outcomes and performance dashboards.
What this enables
One Pipeline, Many Channels
Capture leads → auto message → auto call → qualify → assign → track → report.
Lead Capture
Ads/website leads via API/webhook into CRM instantly.
Routing & Assignment
Auto-assign to teams/agents using rules and ownership logic.
Follow-ups
Timed sequences, reminders and escalation if no action.
Dashboards
Track daily KPIs, conversion, pending tasks and team performance.
Core Automation Capabilities
We design automations as business systems—clear stages, rules, actions and reporting.
CRM + Pipeline
Leads, stages, owner assignment, tasks and follow-ups with clear history.
Integrations
Webhooks, REST APIs, sheets, CRMs, forms, payment gateways and custom systems.
Automation Rules
If/else rules, timers, escalations, routing and status updates.
Notifications
WhatsApp/SMS/email alerts for leads, pending tasks and SLA breaches.
Lead Qualification
Collect details via forms, WhatsApp, or AI calling and tag leads as Hot/Warm/Cold.
Operations Workflows
Dispatch, training, agreements, onboarding, approvals and internal checklists.
Dashboards
KPI views for Admin/TL: tasks, leads, conversion, pending, team performance.
Exports & Audit
CSV/Excel exports and logs for compliance and performance reviews.
How Automation Projects Run
We convert your current process into a structured system: stages, ownership, actions and reporting. Then we connect all lead sources and channels to make it run reliably.
Step 1
Process Mapping
We list your current flow, bottlenecks, and what should be automated.
Step 2
Pipeline Design
Stages, rules, ownership, SLAs and templates for every step.
Step 3
Integration
Connect ads/website/CRM/WhatsApp/calling via APIs and webhooks.
Step 4
Go Live + Reporting
Launch, monitor, train team and track KPIs with dashboards.
What You Can Automate
Lead routing & assignment
Auto-assign leads to the right executive/team based on rules.
Follow-ups & reminders
Timed follow-ups across WhatsApp, email or call triggers.
Task creation & escalation
Create tasks automatically and escalate if delayed.
Lead qualification
Collect info and score leads before human follow-up.
Internal operations workflows
Dispatch/training/agreement/onboarding status tracking.
Business Benefits
Higher conversion rate
Faster response and consistent follow-ups increase conversions.
Lower operational load
Automation reduces repetitive work and human errors.
Better accountability
Every action has an owner, timestamp and status.
Real-time visibility
Dashboards show what is pending and where the system is stuck.
Scale without chaos
As lead volume grows, the workflow stays stable and trackable.
Use Cases
Ideal for teams running ads, handling leads, and managing operations across departments.
Real Estate
Lead intake, follow-ups, site visit scheduling, broker/team assignment.
Solar / EPC
Lead → quotation → dispatch → training → agreement → project tracking workflow.
Service Businesses
Tickets, scheduling, technician assignment, reminders and closure reporting.
Education / Courses
Lead nurturing, counselor assignment, follow-up timers and conversion tracking.
Security & Reliability
Automation must be reliable. We build with secure integrations, logs, and structured monitoring.
Role-based access
Admin/TL/Executive permissions and views.
Audit trails
Track changes and actions with timestamps.
Stable integrations
Retry logic and safe API/webhook handling.
Exports & backups
Data exports for analysis and reviews.
FAQ
Can you connect our lead sources to WhatsApp instantly?
Yes. We use webhooks/APIs so every lead triggers instant WhatsApp workflows.
Can you automate follow-ups and escalation?
Yes. Timers and rules can auto-create tasks and escalate if no action is taken.
Do you provide dashboards for Admin/TL?
Yes. KPI dashboards for leads, tasks, conversion and team performance.
Can it integrate with our existing CRM?
Yes. We can integrate via API or data sync depending on your CRM.
Is it suitable for high volume leads?
Yes. We design for scalable workflows and reliable processing.
Will we get exports and logs?
Yes. Exports and audit logs help with reviews and accountability.
Want your operations to run automatically?
We’ll map your workflow, build integrations, automate follow-ups and deliver dashboards—so your team focuses on execution, not manual tracking.