Every request becomes a comprehensive record, assigned to the right person and tracked until a decision is made. Follow-ups are sent based on rules you define and stop as soon as the prospect responds. Your team maintains the relationship; automation maintains the memory.

Simplify my sales tracking

Fiches de contacts organisées en colonnes de suivi.

From request to decision

The typical prospect journey, and what automation handles at each stage.

  1. 1Incoming requestwebsite, WhatsApp, email, chat
  2. 2Completed lead formcontact details, requirements, source
  3. 3Assignmentto the right sales representative, based on your rules
  4. ✓Human interactioncall or meeting
  5. 4Follow-upsagreed sequence, stops upon response
Operational example — sources, rules, and sequences are defined with you.

What we define with you

  • Sources

    Website forms, WhatsApp conversations, incoming emails, logged calls, and contacts made in-store or during appointments. Each source feeds into the same database, with its origin preserved so you know exactly where your best prospects are coming from.

  • Assignment Rules

    Whether by geographic area, service type, company size, or round-robin: requests are routed to the appropriate person with a notification. Any request not handled within the agreed timeframe is automatically escalated to a manager.

  • Follow-up sequences

    How many follow-ups, at what intervals, via which channel, and with which message. The sequence stops as soon as a response is received or a sales representative takes over. No follow-up is sent without the rule being validated by you.

  • Contact Agreement

    We only follow up with individuals who have contacted you or have agreed to be contacted. No unsolicited mass mailings, no purchased lists, and no “guaranteed lead generation.” Every message includes a simple way to opt out of further contact.

With your existing CRM, or with a CRM to be implemented

If you are already using a CRM, we connect to it: records, stages, and reminders remain within the tool your sales team is already familiar with. We verify the connection before providing a quote and advise you on the available possibilities.

If you do not have one, or if you track your prospects using spreadsheets and emails, we help you choose a CRM tailored to your team size and assist with its implementation. The selection is made collaboratively, taking into account licensing and hosting requirements.

In both cases, the objective remains the same: a single view of all prospects, a complete history per record, and follow-ups that no longer rely on individual memory.

Implementation steps

  • 1. Current State Assessment

    Identify where your requests originate, who handles them, and where they get lost. A half-day session with the relevant stakeholders.

  • 2. Source Integration

    Forms, WhatsApp, email: each channel creates or enriches a record, eliminating manual data entry.

  • 3. Rules and Sequences

    Assignment, deadlines, and follow-ups: co-written with you and tested on real-world cases before activation.

  • 4. Deployment

    Gradual activation, operational guidelines, and sales team onboarding.

  • 5. Monitoring

    Analysis of results — requests processed, response times, follow-ups — and adjustments within the agreed scope, if monitoring is selected.

  • Your Customer Data

    Limited and revocable access, consultable and exportable history, and third-party providers disclosed before startup.

Upon request, depending on your sources and integrations

What is included in the fixed price: the initial audit, source connection, rule and sequence configuration, testing, deployment, and onboarding. Ongoing support is offered separately.

Factors affecting the budget: the number of sources, the presence of a CRM and its connector, the complexity of attribution rules, and the number of sequences and follow-up channels.

Not included unless specified in the quote: CRM licenses, sending fees (WhatsApp messages, bulk emails), and AI model costs if automated qualification is selected.

Request a quote

Frequently Asked Questions about sales tracking

Will our sales representatives lose touch with their clients?

No. Automation handles recording, assigning, and reminders; your sales team are the ones who call, meet, and close. They can take over a lead, pause a sequence, or modify a message at any time.

Will follow-ups risk annoying our prospects?

That is why the sequences are short, spaced out, and written in your brand voice. They stop as soon as the first response is received, and every message includes an opt-out option. We test the sequences with you before they go live.

Can we keep our spreadsheet?

To get started, yes: a well-structured spreadsheet can serve as a foundation and be updated automatically. We will honestly advise you at what volume a CRM becomes more efficient, and we will not push you toward a tool you do not need.

What happens if a prospect responds to an automated follow-up?

The sequence stops, the record is updated, and the assigned sales representative is notified immediately to resume the conversation directly.

How many quotes are currently awaiting a follow-up?

Simplify my sales tracking

Back to the AI & Automation overview. Do your requests come through your website? A well-designed website feeds directly into this tracking. To define your processes before automating, our IT audit and consulting is the natural starting point.