Skip to content

Data and sales

Every lead answered, assigned and followed up

Marketing only pays off if someone answers the lead. We set up a CRM with your sales pipelines, connect every form, chat and campaign to it, assign leads automatically to your team and trigger follow-ups. An AI assistant trained on your business answers visitors 24/7 on your website and WhatsApp, and hands over to a person when needed.

Request a proposalFree audit

What you get

  • No lead left behind

    Website, chat, WhatsApp and social leads in one pipeline.

  • Instant first response

    An AI assistant answers 24/7 in your visitor's language.

  • Fair, fast assignment

    Leads routed automatically to the right person.

  • Follow-up on autopilot

    Welcome emails, reminders and alerts for overdue leads.

How it works

  • 1. Map your sales process

    Stages, owners and response times.

  • 2. Set up the CRM

    Pipelines, sources and assignment rules.

  • 3. Connect channels

    Website, AI chat, WhatsApp and campaigns.

  • 4. Automate follow-up

    Emails, reminders and reports.

Who it is for

  • Companies losing leads in inboxes and chats.

  • Sales teams without a shared pipeline.

  • Businesses with high WhatsApp volume.

  • Brands running ads that need fast response times.

Deliverables

  • CRM with your sales pipelines.

  • Lead sources connected and mapped to pipelines.

  • Automatic assignment and team notifications.

  • AI chat assistant trained on your website.

  • WhatsApp connected to the same assistant.

  • Follow-up automations and reports.

Frequently asked questions

Which CRM do you use?
Our own platform, TrueContact, which includes CRM, chat, WhatsApp and telephony in one place.
Can the AI assistant book meetings?
Yes, it can offer available time slots and create the lead in your CRM.
What happens when the AI doesn't know the answer?
It says so honestly and hands the conversation to your team during business hours.
Can I keep my current WhatsApp number?
In most cases yes; we review the best connection option for your number.

Related services

Request a proposal

Sales Automation: CRM, AI Chat, WhatsApp | Da2 Agency 360