Every lead in one place, and no follow-up forgotten.

CRM setup and sales automation puts every lead in one place, from ads, website, WhatsApp, portals and calls, and automates the routine around it: assigning leads, reminding follow-ups, moving deals through stages and reporting on the pipeline. Globuzz sets it up in Zoho, HubSpot or a simple sheet, around how your team already sells.

What is CRM and sales automation?

Leads get lost when they sit in different inboxes, phones and notebooks. A CRM gives each lead one record, an owner and a next step. Automation fills it without retyping and reminds people before a lead goes cold. AI adds summaries of calls and chats and drafts follow-ups for approval.

Who is CRM and sales automation for?

  • Sales teams tracking leads in WhatsApp, Excel and memory.
  • Businesses with leads from several sources and no single view.
  • Owners who want to see the pipeline without asking each salesperson.

What does CRM and sales automation do?

  • Captures leads from forms, ads, portals, WhatsApp and calls into the CRM.
  • Assigns each lead to an owner by your rules.
  • Reminds follow-ups and flags leads that have gone quiet.
  • Moves deals through your stages and logs activity.
  • Summarises conversations and drafts follow-up messages for approval.
  • Builds a weekly pipeline report.

What stays with your people?

The assistant takes the repeated part of the job. These stay with your team:

  • Calls, meetings and negotiation.
  • Which leads to pursue and which to drop.
  • Prices and offers.

How is CRM and sales automation set up?

It runs in the same five stages as every Globuzz AI project. Nothing goes live without your written sign-off.

  1. Audit: we map the workflow and agree the number we will measure.
  2. Design: we write down what the AI does, what it must never do, and when it hands over to a person.
  3. Build: we build in a test copy, never on your live system first.
  4. Test: we run real examples, log the errors and fix them.
  5. Go live: you approve the switch-on, we train your team and stay on for support.

What do we need from you?

  • How you sell today: lead sources, stages and who does what.
  • Which CRM you use or prefer, or a decision to make together.
  • Access to the lead sources: ad accounts, forms, WhatsApp and portals.

Questions about CRM and sales automation

Which CRM should a small business use?

It depends on team size, budget and how you sell. Zoho CRM, HubSpot or even a well-built Google Sheet can work. Globuzz recommends one after seeing your process, not before.

Can leads from property portals go into the CRM automatically?

Often yes, through the portal’s lead export, email notifications or integration options. Globuzz checks what each portal allows.

Will the team actually use it?

Adoption is the hard part, so Globuzz sets the CRM up around your existing steps, keeps fields to a minimum and trains the team.

Tell us where your leads come from.

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Last updated: 15 October 2026