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CRM and enquiry automation

CRM helps when data arrives correctly and the team knows who owns the next step.

Discuss our process
01

An enquiry does not disappear between form and inbox

02

Handoff based on an agreed process and ownership

03

Notifications and reporting without invented metrics

HOW WE WORK

First, we check what makes sense.

Before proposing an integration, we review the current workflow, tools, access and necessary rules. The outcome is not a generic package but a clearly defined next step.

Before we start.

Do we have to change our CRM?

Not necessarily. We first check what your system supports. Integrations depend on its API, permissions and subscription.

Are you replacing people with AI?

No. We automate administration. Important decisions and conversations that need judgement stay with your team.

How long does it take?

We confirm a timeline after reviewing the process. It depends on integrations, access and testing.

Is everything included?

We agree the scope in writing. CRM licences, SMS, advertising and other third-party services are separate unless the quote states otherwise.

LET’S FIND THE FIRST STEP

What takes up
your time every day?

Describe one routine. We will suggest whether and how automation makes sense. No commitment.

Prefer email?
noytrixapp@gmail.com

By submitting, you request contact about this enquiry. No automatic newsletter. Privacy notice.

TokivioAI automation guide · Gemini

Hi! What takes up too much time in your business? Tell me about one process and we can explore how to simplify it.

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