Skip to content

Home / Services / CRM and sales automation

Every inquiry answered, followed up and measured.

CRM setup, automated follow-up, lead nurturing and sales dashboards, so no opportunity goes cold and you know which channel brings in sales.

Hands working on a laptop showing a sales dashboard

Most sales are lost after the first message.

Marketing brings inquiries. What happens next, how fast you reply, how you follow up and what you track, decides how many become customers.

01

Slow replies

Inquiries wait hours or days for an answer, and buyers move on to whoever replied first.

02

Follow-up that depends on memory

Quotes get sent and forgotten because there’s no system to follow up.

03

No idea which channel sells

You can’t tell whether sales came from ads, search, referrals or events.

What’s included.

A sales system that works even on your busiest weeks.

01

Sales process design

The stages, owners and response times from first inquiry to closed sale.

02

CRM setup

A CRM configured for your process, with your contacts, pipeline and fields.

03

Automated follow-up

Instant replies, reminders and sequences so every inquiry gets an answer.

04

Lead nurturing

Emails that keep prospects warm until they’re ready to buy.

05

Integrations

Website forms, ads, WhatsApp and email connected to the CRM, so nothing gets lost.

06

Sales dashboards

Inquiries, proposals and sales by channel, updated automatically.

AI helps us draft follow-up sequences, summarize conversations and flag the most promising leads for your team. People close the sale; the system makes sure nobody is forgotten.

Map, implement, improve.

We design the system around how your team actually sells.

Weeks 1 and 2

Map

Your current process, tools, response times and where opportunities are lost.

Weeks 3 to 5

Implement

CRM, integrations, automations and dashboards, with training for your team.

Every month

Improve

Review of response times, conversion by stage and sales by channel.

What changes in your sales process.

We don’t promise numbers before we know your business. We define what should change and how we’ll measure it.

Area
Before
After
How we measure it
Response
Inquiries wait hours or days.
Every inquiry gets a fast reply.
Average response time.
Follow-up
Quotes get forgotten.
Automatic reminders and sequences.
Proposal close rate.
Measurement
No idea which channel sells.
Sales by channel, every month.
Inquiries and sales by source.

Frequently asked questions.

Which CRM do you work with?

We work with the CRM you already have or recommend one that fits your size and budget, such as HubSpot, Zoho or Brevo. Accounts stay in your company’s name.

Can you connect WhatsApp?

Yes. We can connect WhatsApp and your website forms so conversations are recorded in the CRM.

Will my team actually use it?

We design the CRM around your real process, keep it simple and train your team. A system nobody uses doesn’t help.

How long does implementation take?

Usually three to five weeks, depending on your tools and integrations.

Before you hire anyone, see where you stand.

In about ten minutes, the free assessment reviews your website, runs live search and AI tests and gives you a 90-day plan.

Sample report with illustrative data

Taking on new clientsRecibiendo nuevos clientes

Ready to become the obvious choice?¿Listo para ser la opción obvia?

© 2026 Bluma. All rights reserved.Todos los derechos reservados.