Need Better Lead Tracking? Automate Your CRM

Q: What if I don't have a CRM yet?

We can help you set up a CRM or use Google Sheets as a simple CRM. The automation works the same way - it keeps your data updated automatically.

Q: Can you integrate with my existing CRM?

Yes. We integrate with popular CRMs like HubSpot, Pipedrive, Zoho, and others. We can also sync to Google Sheets if that's what you use.

Q: Will this create duplicate contacts?

No. We set up duplicate detection that checks for existing contacts by phone or email before creating new ones.

Q: Can I still manually edit contacts?

Yes. The automation adds and updates data, but you can always edit contacts manually in your CRM as usual.

Small businesses in Zimbabwe need CRM systems that work without constant manual updates. Automation keeps your CRM updated automatically so you never lose track of customers.

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What's happening

You're managing leads in spreadsheets or a basic CRM, but keeping it updated is manual work. When someone books via WhatsApp, you have to remember to add them. When they enquire on your website, you copy their details. When they cancel, you update the status. It's easy to forget, and your CRM becomes outdated and unreliable.

Why it matters

• Outdated CRM data means you can't trust what you see
• Manual data entry takes time you could spend on growing the business
• Missing or incomplete contact information makes follow-up difficult
• You can't track which leads came from which channel effectively
• Inconsistent data entry leads to duplicate contacts or missing information

What we implement

• CRM automation that creates contacts automatically when leads come in
• Automatic tagging based on service interest or source
• Pipeline stage updates when bookings happen or deals progress
• Data sync between WhatsApp, booking systems, and your CRM
• Duplicate detection to prevent multiple entries for the same contact

Quick example workflow

1 Customer books appointment via WhatsApp
2 Automation checks if contact exists in CRM (by phone or email)
3 If new, creates contact with all booking details
4 Applies tags like "booked", service type, and source "WhatsApp"
5 Updates pipeline stage to "booked" and logs the conversation

Frequently Asked Questions

What if I don't have a CRM yet?

Can you integrate with my existing CRM?

Will this create duplicate contacts?

Can I still manually edit contacts?

Keep your CRM updated automatically

Book a call to see how automation can keep your CRM current without manual work.

Book a call