ScalniQOPERATIONS AUTOMATION
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Services

CRM design and implementation

A pipeline your whole team uses, not a spreadsheet one person understands.

We design the CRM around how you actually sell, move your existing data into it, and connect every channel your leads arrive through.

Talk on WhatsApp Book a 20-minute audit call

What it solves

If this sounds familiar.

These are the situations we are usually called in for. If two or more describe your week, this service fits.

  • The pipeline lives in someone's head

    Ask where a deal stands and the answer depends on who you ask, and whether they are in today.

  • Leads fall between channels

    A WhatsApp message, a form and a phone call from the same person, recorded in three places or none.

  • Follow-up depends on memory

    Nobody is told a quote has gone unanswered for a week.

  • A CRM was bought and abandoned

    It was set up generically, the team found it slower than a spreadsheet, and went back.

What we connect

Built on the tools you already use.

We start from what you run today. Replacing a tool is only recommended when we can show you why.

  • Website formsEvery submission becomes a contact with its source recorded.
  • WhatsApp and InstagramConversations attached to the right contact.
  • Email and phoneCalls and emails logged against the deal.
  • CalendarsMeetings booked and visible on the record.
  • Your existing contact listsCleaned, deduplicated and imported.
  • Tools downstreamInvoicing or project tools that should start when a deal is won.

Channels depend on what you use today. We only connect what the audit shows you need.

What you get

A defined build, not an open-ended project.

Everything below is written into the scope before we start. If something is not on the list, it is not assumed.

  • Pipeline stages defined with your team

    Designed in a working session with the people who sell, not copied from a template.

  • Lead routing and assignment

    Every new lead has an owner within minutes, by rule rather than by whoever sees it first.

  • Automated follow-ups

    Reminders and messages triggered by what happens, or doesn't, on a deal.

  • Your data migrated

    Existing contacts and open deals moved in and checked before launch.

  • Roles and permissions

    Each person sees what they need. Management sees everything.

How long it takes

A fixed timeline, stated up front.

Days 1–3

Pipeline workshop

We map how a lead becomes a client today and agree the stages, fields and rules.

Days 4–10

Build and migrate

Pipeline, automations, channels and data import.

Days 11–13

Team test on live leads

Your team works real leads in the new system while we adjust.

Days 14–15

Role training and handover

Training by role, then the CRM is yours.

15 daysBusiness days, from confirmed access to handover. Your current process keeps running in parallel until your team signs off.

What you own at handover

It stays yours when we leave.

  • Your data

    Exportable at any time, in standard formats, without asking us.

  • Admin access

    Full administrator rights for your team from day one.

  • The playbook

    Written stage definitions and rules, so new hires learn the pipeline in an afternoon.

Other services:
Process automation Custom integrations AI agents and conversational automation Dashboards and operational reporting

Next step

Start with a 20-minute call.

We ask how the work is done today, tell you whether this service fits, and send the scope in writing if it does.

Talk on WhatsApp Book a 20-minute audit call