/services/crm-marketing-automationCRM
CRM & Marketing Automation Systems
Lead capture, follow-up, and reporting that runs on its own — built for how your sales team actually sells.
CRM automation builds typically start at $12,000–$18,000 for core pipeline + 3 sequences. WeBeLead SaaS plans from £199/month (self-serve).
What this is
We build CRM and marketing automation systems that match how your team actually sells — not how a vendor thinks they should. The problem with HubSpot, Zoho, or Salesforce isn't the feature count; it's that you pay for 100 features and use 5, while the 5 you actually need don't quite fit your workflow.
Our approach: we map your actual sales process, then build the automation layer around it. That might be a custom Laravel + React application (like WeBeLead, our own CRM product), or it might be a focused integration on top of your existing stack — connecting forms, WhatsApp, email, and your calendar into one pipeline view.
What we typically deliver:
- **Unified lead capture**: website forms, Facebook/Google lead ads, WhatsApp Business API, inbound email — all landing in one pipeline with source attribution
- **Stage-based automation**: when a lead moves to "Qualified," the sequence triggers (email + WhatsApp template, task for rep, Slack notification). No manual enrollment.
- **Response-time SLAs**: dashboard shows median first-response time by rep, by channel, by hour of day. Alerts when SLA breaches.
- **Conversion funnel with drop-off reasons**: not just "lead to opportunity to closed," but why it stalled at each stage (no budget, wrong timing, competitor, ghosted).
- **Two-way WhatsApp**: reps reply from the CRM; messages sync back to WhatsApp. Template management for Meta approval included.
We've built this for:
- Recruitment agencies placing 50+ candidates/month across WhatsApp + email
- Marketing agencies managing 200+ client campaigns with shared lead pools
- B2B service companies with 5–10 reps who need pipeline visibility without Salesforce complexity
Our process
- Sales process audit (1 week) — shadow reps, map current stages, identify automation candidates
- Data model & integration plan — lead sources, custom fields, WhatsApp/email providers, existing tools
- Core pipeline + automation (3–4 weeks) — stages, sequences, templates, SLA tracking, WhatsApp connect
- Reporting layer (1–2 weeks) — funnel, response time, rep scorecards, drop-off reasons
- Rollout & iteration — rep training, feedback loop, weekly retro for first month
Stack & why we use it
- Laravel
- Pipeline engine, queue workers for sequences, webhook handlers for WhatsApp/email
- React + TypeScript
- Rep dashboard, pipeline board, sequence builder, reporting UI
- WhatsApp Business API (Cloud)
- Two-way messaging, template management, webhook delivery receipts
- Mailgun / SendGrid
- Transactional & marketing email, bounce/complaint handling, tracking pixels
- PostgreSQL
- Lead data, activity log, sequence state, audit trail
- Redis + Horizon
- Queue workers, scheduled sequence steps, rate limiting for WhatsApp API
Who it's for
- →Marketing and recruitment agencies juggling leads across email, WhatsApp, and forms
- →Sales teams that have outgrown a shared spreadsheet but don't need enterprise software
- →Founders who want one dashboard for pipeline, instead of four disconnected tools
What's included
- ✓Lead capture from your site, ads, and WhatsApp into one pipeline
- ✓Automated follow-up sequences (email and WhatsApp) tied to lead stage
- ✓A pipeline view your team can actually keep up to date
- ✓Reporting on response time, conversion, and where leads stall
- ✓Integration with the tools you already run — no forced migration
Common questions
- Can you migrate our data from HubSpot/Zoho/Salesforce?
- Yes. We've migrated 50k+ lead records with custom fields, activity history, and pipeline stages. We run a test migration first, you verify, then we cut over on a weekend.
- Do we have to use WeBeLead, or can you build on our existing CRM?
- Either. WeBeLead is our product if you want a self-serve SaaS. If you're on HubSpot/Zoho and just need the automation layer, we build that integration. If you want a custom CRM, we build that.
- How does WhatsApp pricing work?
- Meta charges per conversation (user-initiated vs business-initiated). We set up the Cloud API, manage template approvals, and build the conversation routing. Your WhatsApp costs go direct to Meta; we don't markup.
- What if our sales process changes next quarter?
- The pipeline stages, sequences, and fields are all configurable in the admin. Adding a stage or changing a template takes minutes, not a dev ticket. We hand over the config guide.
- Do you handle email deliverability?
- Yes — DKIM/SPF/DMARC setup, warm-up schedule, bounce/complaint monitoring, and suppression list management are included in the build.