CRM and Automations

CRM (Customer Relationship Management) is a vital tool for any company looking to provide personalized and efficient customer service. Through the use of effective technology and processes, CRM allows you to manage and analyze customer interactions across all touchpoints such as sales, customer service, marketing and service. Among the main reasons for implementing a CRM are: improving the efficiency of sales teams, increasing the effectiveness of marketing campaigns, personalizing customer service and facilitating data analysis and informed decision-making.

One of the main advantages of CRM is the ability to personalize customer service, allowing sales and service teams to collect information about customers and their preferences, purchase history and interactions with the company. This can improve customer satisfaction, retention and loyalty. Additionally, CRM can improve the efficiency of sales teams by managing leads and sales opportunities more efficiently by monitoring the progress of the sales funnel and identifying potential roadblocks. With this, sales teams can prioritize leads with a higher probability of conversion, improving the company’s sales results.

Automations are extremely important for companies that want to optimize their processes and increase their efficiency. By automating routine tasks, sales, marketing and customer service teams can focus on more strategic activities and generate more value for the company. Additionally, automations can help improve process consistency and quality, reducing errors and increasing customer satisfaction. Among the main reasons for implementing automation in a company, the following stand out: reducing costs, increasing productivity and improving the customer experience.

Process automation can reduce a company’s operating costs by minimizing the need for human labor in repetitive tasks. Additionally, automation can increase team productivity, allowing them to focus on more strategic activities. Through automation tools, it is possible to streamline task management, such as sending emails, scheduling posts on social networks, managing leads and much more. This can increase the effectiveness of marketing and sales campaigns, improving company performance. Finally, automations can also improve the customer experience, allowing the company to provide more agile and personalized service, increasing customer satisfaction and loyalty.

How do we do this around here?

Like any other specialty on our team, CRM and automation (as a whole) are two essential tasks that are taken very seriously, mainly due to their incredible sales conversion potential.

They are suitable for different niches, but some cannot be missed. If you have an engineering company, such as construction, real estate, solar energy, and also education: such as schools, colleges, institutes, you NEED to have a CRM to manage your leads and treat them in the correct way. Combining this with automation, which with the arrival of new technologies performs even more, you have:

Common questions

Of course yes! The entire process is handled closely with your team, so that they know the platforms used and learn how they can optimize the processes on their own in the future. In addition, they also undergo special service and sales training so that the processes carried out are even more powerful in terms of sales conversion.

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