Get in touch
CRM & Automation

So no lead gets lost between ads and sales

Core workflow automations, CRM setup, and connecting services together — including our own AI agents on our own servers for part of the process.

since 2019in performance marketing
350+projects delivered
30+industries with hands-on experience

What happens to a lead the moment your ads bring it in?

You can set up your ads perfectly, connect analytics, and know the exact cost of every lead — and still lose money if the lead itself gets lost. A lead that ads brought in within seconds often waits hours for a reply, sitting in a messenger or an inbox checked once a day. Response speed directly decides whether that person becomes a customer — whoever reached out is usually checking a few competitors too, and replies to whoever answers first. Small businesses often run leads “from memory”: someone tracks a messenger, someone else keeps notes. That works while volume is low, and it's exactly how leads get lost once ads bring a steady stream — not because the product is bad, but because no one can hold who's at which stage in their head anymore. A CRM plus a few small automations — a lead landing in Telegram instantly, an automatic confirmation — closes that gap.

Read more: There's a lead, but no customer: where leads disappear without a CRM →

When it fits

Signs leads are lost between ads and sales

The usual places a lead disappears before it ever reaches a salesperson:

Leads land in different places

Email, DMs, a site form, a messenger — and someone copies it into a spreadsheet by hand, when they get to it.

No single list of leads

You can’t quickly say how many leads came in this week or what stage each one is at.

Slow first response

A salesperson replies an hour or two later — by then some customers have already messaged a competitor.

Ads and sales sit apart

Deal data lives in the salesperson’s head, so ads get judged by clicks rather than revenue.

What's included

What's included in the service

Scope is agreed individually after a brief — the base package typically includes:

Audit of current processes

We look at exactly where leads get lost between ads, messengers, and the sales team.

CRM setup or integration

Funnel structure, fields, and statuses built around your real sales process, not an out-of-the-box template.

Integrations between services

Ads, website, messengers, and CRM work as a single system, not disconnected tools.

Workflow automations

Automatic lead assignment, reminders for managers, triggered messages — no manual busywork.

AI agents for part of the process

Our own AI agents on our own servers to handle part of incoming requests or initial lead qualification.

Real numbers from 32 cases out of 350+ projects delivered.

See all cases →
Process

How we work

A transparent process with no surprises at any stage.

01

Process review

We look at how leads come in now, who handles them and where they slip through.

02

Automation blueprint

We map the stages, statuses and notifications your sales team actually needs.

03

CRM setup

Pipelines, fields, access rights, and connecting lead sources — site, ads, messengers.

04

Integrations

We link the CRM to forms, telephony, chats and mailouts and remove manual re-entry.

05

Testing

We run several real leads from first touch to closed deal and catch the errors.

06

Launch & support

We train the team, hand over a short guide, and tune the system over the first weeks.

Format

Implementation or support

Pick what you need right now.

Implementation

A review of your processes, an automation map, CRM and integration setup, testing and launch — with instructions for the team.

Support

Refining processes as you grow, new integrations, upkeep and small changes without hunting for a new vendor each time.

FAQ

Frequently asked questions

Which CRM do you set up?

We work with whichever CRM the client already has, or pick a solution matched to the specific business and budget — there's no universal standard.

What does workflow automation look like in practice?

For example, automatically assigning a new lead to a free manager, reminders if a lead hasn't been handled in time, or a triggered message to the client after a specific action — all without manual intervention.

How hard is it to connect an AI agent to our processes?

It depends on the task — from simple handling of routine inquiries to more complex lead qualification. We discuss the specific scenario after a brief.

How long does implementation take?

The basic ads → CRM → notification chain — a few days. More complex processes with several integrations and automations — 1–2 weeks, depending on the number of systems.

Is this a one-off setup or does it need support?

The core wiring is set up once. If needed, we support and extend the processes as the business grows.

Can you automate without a “heavy” CRM?

Yes. For a small business a form → spreadsheet or messenger → notification chain is often enough, with no full CRM.

Let's discuss your project?

Tell us about your task — we'll reply with a plan of action and a budget estimate.

Thank you! Your request has been received — we'll be in touch soon.