Pipeline design
Stages, definitions and exit rules agreed with your team so everyone logs work the same way.
A CRM that works the pipeline so your team can sell.
We set up your CRM end to end, from lead capture and pipeline stages to scoring, routing, reminders and dashboards, then automate every step that does not need a human.
The problem
Most CRMs become a list of names nobody trusts.
It is set up once, stages are never agreed, half the team logs activity and half does not. Within months the data is stale and decisions go back to gut feel.
Sound familiar?
- Leads sitting unassigned for days
- Two people calling the same contact
- No idea which campaign produced which sale
- Pipeline numbers nobody believes
What’s included
What we build and run for you
Capture from every source
Meta, Google, website, WhatsApp, calls and walk-ins land in one pipeline with source attribution.
Tagging and scoring
Contacts are tagged and scored from behaviour and answers, so hot leads surface first.
Assignment and escalation
Round-robin or rule-based routing, with an alert if nobody acts in time.
Follow-up tasks and sequences
Each stage creates its own tasks, WhatsApp and email touches and deadlines.
Dashboards
Live pipeline value, conversion by stage and source, and team activity in one view.
How it works
From first call to a working system
Discovery call
We learn how you work today, who you want to target and what you want to improve.
Plan and scope
You get a written plan: what we will build, how it connects to your tools and what it will cost.
Build and test
We build it, test it with real scenarios and walk you through it before it goes live.
Launch and improve
We monitor results, fix what needs fixing and keep improving as your business grows.
What you get
Built to make your day-to-day easier
- Every lead owned and followed up
- Clear view of pipeline and forecast
- Source-to-sale attribution
- A team that trusts and uses the CRM
Questions
Common questions about CRM Automation
We work with HubSpot, Zoho, GoHighLevel, Pipedrive, Salesforce, Odoo and similar platforms, and can connect others through n8n and APIs. If you do not have one yet, we will recommend one.
Yes. We audit the current setup, keep what works, clean the data and rebuild the stages and automations that do not.
We include a walkthrough and a short written guide so your team can use the system from day one.
Works well with
More from Technopara
n8n Automation
Custom n8n workflows that connect your apps, move data and run repetitive work on their own.
Learn moreWhatsApp Automation
Official WhatsApp Business API setup, instant replies, follow-up sequences and broadcasts.
Learn moreEmail Automation
Welcome flows, nurture sequences, reminders and re-engagement that send on behaviour, not on a calendar.
Learn moreLet’s talk
Ready to get started?
Tell us what you want to achieve. We will reply within one business day with next steps.