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06 — CRM & Automation

CRM, automation & digital transformation

CRM, ERP, workflows, WhatsApp Business, automatic follow-ups, internal tools: we digitalize the processes that run the company — so no prospect gets lost and no hour gets wasted.

Expected outcomeA pipeline under control, follow-ups that send themselves, measurable processes — and teams focused on what actually creates value.

The problem we solve

Many can build a website. We transform the business.

“I keep losing prospects”, “my company still runs manually”: forgotten quotes, clients left without news, spreadsheets everywhere. It's not a matter of willpower — it's the absence of a system.

  • The process before the tool

    We map the real circuit — prospect, quote, sale, delivery, invoicing — before choosing or configuring anything.

  • Automation where it pays

    Follow-ups, notifications, tool synchronization, invoicing: we automate high-volume repetitive tasks, not for the sake of technology.

  • Adoption as the success metric

    A CRM the team doesn't use is a failure. Training, simplicity and support are part of the project.

What's included

CRM

  • Setup and custom CRM
  • Sales pipeline and lead management
  • Segmentation, client history
  • Sales reporting

Automation

  • Task and email automation
  • WhatsApp Business and notifications
  • Client follow-ups and lead nurturing
  • Workflows and tool synchronization

Internal tools

  • ERP and sales management
  • Invoicing and financial management
  • Projects, stock, documents
  • Employee and client portals

Use cases

  • 01Stop losing prospects for lack of follow-up
  • 02Automate quote and payment reminders
  • 03Replace spreadsheets with a reliable management tool
  • 04Digitalize a field business — job sites, interventions, rounds

Tools & technologies

  • CRM
  • WhatsApp Business API
  • Email automation
  • Workflows
  • Integrations & APIs

How it unfolds

The same method as every project: problem first, scope in writing, measurement before launch.

  1. Discovery
  2. Audit & scoping
  3. Design
  4. Build & QA
  5. Launch & training
  6. Monthly follow-up

Our offers

Sales Automation System

CRM, workflows, WhatsApp Business, follow-ups, sales pipeline and administrative automation — the system that never loses a prospect again.

Digital Transformation

For the company still running manually: process mapping, tools, automation and change management.

Valtiria Automation

Monthly subscription: CRM, workflows, WhatsApp Business, follow-ups and administrative automation, operated and improved continuously.

Frequently asked questions

CRM & Automation

Which CRM do you use?

The one that fits your process and your budget — configured to measure, or custom-built when the business demands it. The tool follows the process, never the other way round.

Our teams aren't very comfortable with digital tools.

That's true of most of our clients at the start. We design simple interfaces, train the teams and stay available after go-live.

Can you really sell through WhatsApp?

In many markets it's already the main channel. Wired into a CRM, WhatsApp Business becomes a structured sales channel: inbound messages tracked, follow-ups, catalogue, order confirmation.

Other services

Let's talk about your situation.

A thirty-minute conversation, and a quick audit of your digital presence — no commitment.

Start a conversation