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CRM

All your leads in one place, and none go cold⁠.

The best place to centralise your data: WhatsApp, Instagram, Facebook, web, calls and email flow into one CRM, so every lead gets attended and your whole team sees it. Includes up to 3 key automations.

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GoHighLevelKommo CRMHubSpot
CRM · storyIllustrative
Meta Ads · FormNew lead: Lucía R.
Web · contactNew lead: Grupo Andes
New
Lucía R.Meta Ads
Contacted
Booked
Ana P.Google
Won
✉
Day 0Welcome
Sent
✉
Day 2Customer story
Sent
✉
Day 5Book your call
Sent
New
Contacted
Booked
Won
Lucía R.Meta Ads
🎉Deal won!Lucía R. · Meta Ads → Booking → Customer
Sales by channel
Meta
Google
Web
TikTok
Close rate
↑

Illustrative figures

1 · Inbound lead

Who it’s for

  • Companies spending on ads that lose leads between WhatsApp, email and Excel.
  • Sales teams that cannot see which stage each deal is at.
  • Businesses that want to sell more to their contact base with email marketing.

Why a CRM

Your ads and website bring leads. The CRM converts them.

  • WhatsApp
  • Instagram
  • Facebook
  • Web
  • Calls
  • Email

CRM

One single inbox
  • No lead gets lost
  • Every lead is attended
  • The whole team sees it

One place

WhatsApp, Instagram, Facebook, web, calls and email in a single inbox.

No one goes cold

Automatic replies and reminders for every contact.

You know what sells

Every sale tied to the campaign and channel that produced it.

GoHighLevelGoHighLevelKommoHubSpot
✉ Email sequenceGoHighLevel
  • Day 0Welcome + free guideopen 62%
  • Day 2Customer storyopen 48%
  • Day 5Booking invitationopen 41%
  • Day 10Last chanceopen 35%

Illustrative preview.

Sales funnelKommo
  1. Ad
  2. Capture page
  3. Form / WhatsApp
  4. Booked call
  5. Sale

Illustrative stages, no real figures.

Automations included

Your CRM comes with 3 key automations⁠.

01

Support chatbot

Replies instantly on WhatsApp and Instagram and captures lead details.

02

Lead follow-up

Automatic messages and tasks so no contact goes unanswered.

03

Appointment reminders

Fewer no-shows with automatic reminders before each appointment.

We pick them for your business. Other popular options: automatic lead routing to reps and review requests after the sale.

Team training

Your team runs it; we back you up.

After basic training, your sales team handles customers and manages the pipeline from day one. For advanced setup you have our professional support.

What’s included

Everything you need, in one team⁠.

  1. 01

    All your channels in one place

    WhatsApp, Instagram, Facebook, web, calls and email land in one inbox: no lead gets lost.

  2. 02

    Automations included

    Up to 3 key automations for your business: support chatbot, lead follow-up, appointment reminders, lead routing or review requests.

  3. 03

    Lead pipeline

    Stages tailored to your process, owners, tasks and value of each deal.

  4. 04

    Email marketing

    Welcome, nurturing and win-back sequences, plus campaigns to your contact base.

  5. 05

    Team training

    Your own sales team runs it after basic training in customer service and pipeline; we stay on as support for advanced setup.

  6. 06

    Sales funnels

    Connected capture, booking and follow-up pages, from ad to sale.

  7. 07

    Lead scoring

    Interest and behaviour scoring to prioritise who to call first.

  8. 08

    Sales reports

    Dashboards by channel, campaign and rep: where each sale comes from.

Transparent investment

The CRM subscription and email or WhatsApp sending are paid separately, in your name. We recommend the right plan for your volume before activating anything.

Process

How we work, step by step⁠.

  1. 3 days – 1 week

    Sales diagnosis

    We map how leads come in and are handled and choose the right platform.

  2. Weeks 1–2

    Setup

    Pipeline, fields, users, migration and channel connections.

  3. Weeks 3–4

    Email & funnels

    Email sequences, sales funnels and automatic follow-up.

  4. Month 2 onwards

    Training & improvement

    We train your team, measure and refine.

Deliverables

What you get.

  • CRM set up in your name
  • Documented sales pipeline
  • Live email sequences
  • Published sales funnel
  • Migrated and verified data
  • Reporting dashboard and training

Ideal complement

Works best together with…

01Paid mediaFeed your pipeline with leads from Google, Meta, TikTok and ChatGPT Ads.05AutomationConnect your CRM to AI, databases and your everyday tools.

FAQ

Questions about CRM.

Does the CRM include automations?

Yes: up to 3 key automations for your business, such as a WhatsApp or Instagram support chatbot, automatic lead follow-up or appointment reminders.

Can my team run it?

Yes. After basic training your team handles customers and moves the pipeline; for advanced setup we provide professional support.

Why do I need a CRM if I already run ads?

Because ads bring the lead, but the CRM handles it, follows up and tells you which campaign produced the sale.

Which CRM is right for me?

It depends on how you sell: all-in-one with email and funnels, or sales over WhatsApp and Instagram. We decide in the diagnosis.

Do you work with HubSpot?

Yes. If you already use it we configure it or migrate your data to another platform.

Is the licence included?

No. The subscription is paid separately, in your name, and we show you the cost first.

Combine it

Performs better connected⁠.

Professional diagnosis · 3 days to 1 week

We analyse your campaigns, SEO, website and processes and deliver a prioritised plan.

Book a diagnosissebastianig@meuveryone.com