Your customers live in your phone, a spreadsheet and your memory

A small estate agency, an ordinary Tuesday. A couple asked about a three-bedroom flat last month. Their number is in your phone, saved as "Couple, flat downtown". The list of properties you sent them is in your email. And the note that they wanted to talk again "after the bank holiday" is in your head.

The holiday comes and goes. Two more weeks pass. One day you see them leaving a competitor's office with a folder under their arm.

Nobody did anything wrong. Nobody remembered to call.

Why customers slip away without you noticing

In many businesses, customer information is scattered: some contacts in WhatsApp, others in email, a spreadsheet only one person updates, notes in a notebook and the rest in the owner's memory.

While enquiries are few, that system holds up. When more come in, the leaks start:

• Quotes sent that nobody looks at again.
• People who asked, did not buy and never got a second message.
• Customers who write on WhatsApp and have to repeat to someone else on the team what they already explained by email.
• Follow-ups that depend on someone remembering.

The cost is hard to see because it never shows up on an invoice: these are sales that simply never happen. And time works against you. A Harvard Business Review study found that companies responding within the first hour were about 7 times more likely to turn the contact into a sales opportunity. A contact forgotten in your phone goes cold fast.

What we do

We build a custom CRM for your business: one place with every customer, their history and the next step. We design it around your sales process, not the other way round, and connect it to your AI customer service agent.

• All contacts together. Whatever comes in through your website, email and WhatsApp goes into the CRM without copying anything by hand.
• Each customer's history. What they asked, what they were told and where things stand.
• Follow-up on people who asked but did not buy. Those contacts are flagged so someone gets back to them.
• Tasks, reminders and alerts for your team. Call on Thursday, review a quote, confirm a viewing: each task with its date and the person responsible.
• Weekly report. The week's conversations, contacts and sales.

How it works with the agent

The agent replies instantly on your website, email and WhatsApp, asks anyone who wants to buy for their name and phone number, and logs the contact in the CRM along with what they need. From then on, the CRM makes sure nobody forgets the next step.

This combination is our Agent + CRM and sales follow-up plan, from €3,500 setup and from €297 a month, with no lock-in. After the call we give you a fixed quote for your case.

What changes day to day

Back to the estate agency. The couple messages on WhatsApp on a Sunday. The agent replies, asks what they are looking for and saves their details. On Monday the CRM shows their record with the full history and a task: call them before Wednesday. If a quote has gone days without a reply, the system alerts whoever handles that customer.

You no longer depend on your memory or on someone opening the right spreadsheet. Anyone on the team opens the record and knows what was discussed and what comes next.

Book the demo: in 20 minutes we will show you the agent with questions from your industry and work out with you how to bring all your customers into one place.