DATXALE

CRM and sales automation

We connect forms, WhatsApp, email and tasks so sales teams can follow each opportunity without depending on manual reminders.

Who is this service for?

For companies losing leads between channels, following up inconsistently or lacking visibility across the pipeline.

What the project can include

We map stages and configure fields, ownership, alerts, sequences, dashboards and integrations with existing tools.

The outcome we work toward

The team gains a shared process, organized data and automation that reduces missed follow-ups without replacing human service.

Sales pipeline

We map stages and configure fields, ownership, alerts, sequences, dashboards and integrations with existing tools.

Lead capture

The team gains a shared process, organized data and automation that reduces missed follow-ups without replacing human service.

WhatsApp and email

For companies losing leads between channels, following up inconsistently or lacking visibility across the pipeline.

Alerts and dashboards

We connect forms, WhatsApp, email and tasks so sales teams can follow each opportunity without depending on manual reminders.

How we work

Discovery: We review the goal, users, current situation and constraints. Scope: We agree deliverables, priorities, timing and ownership before work starts. Implementation: We work through verifiable milestones and share progress for review. Delivery and support: We validate the solution, document the work and agree any ongoing support.

Plans and pricing

Essential: Price shown in your selected currency. Initial assessment, Essential scope, Delivery checklist. Professional: Price shown in your selected currency. Extended scope, Milestone reviews, Launch support. Custom: Price shown in your selected currency. Custom architecture, Required integrations, Specific proposal and support.

How much does crm and sales automation cost?

CRM and sales automation is quoted after an initial assessment. The final amount depends on scope, integrations, content and the agreed timeline.

How long does the project take?

The schedule is confirmed after discovery. Before work begins, we provide a scope with milestones and estimated dates.

Is post-launch support included?

The proposal states the support, training and follow-up period included with the delivery.