06

CRM & Automation

CRM and automation that turn data into relationships.

We connect funnels, CRM, email, the website and internal processes, so every contact gets the right message and the team knows the next step.

Attention draws people in. The relationship makes them stay.

A campaign can bring a lead or an order. What happens after that moment decides how much the relationship is worth.

We build the systems that keep the context, continue the conversation and help teams respond on time. We automate the repetitive steps, without removing human intervention where judgement is needed.

Customer Lifecycle Lead Management Retention Follow-up Customer Experience

Funnels built around real decisions

A funnel is not just a sequence of pages and emails. It's the path someone takes from the first interaction to an enquiry, a purchase and coming back.

We identify the stages, questions and blockers of each moment. Then we connect the messages, pages, forms and automations that help the contact move forward.

Awareness Lead Generation Nurture Conversion Onboarding Retention Reactivation

A CRM has to be more than an address book

A useful CRM shows who the contact is, where they came from, what interactions they've had and what has to happen next.

We configure the structure, fields, pipelines, roles and working rules. We clean and organise the data, remove duplicates and get the CRM ready for day-to-day use.

CRM Implementation Data Migration Pipelines Custom Fields Roles Data Cleaning Deduplication

Emails triggered by behaviour, not sent at random

Not everyone should get the same message on the same day.

We build email automations that start from actions, interests and the stage of the relationship. Messages can inform, educate, recover an opportunity or continue the experience after purchase.

Welcome Flows Lead Nurturing Abandoned Cart Follow-up Post-purchase Upsell Win-back Re-engagement

Segmentation and personalisation with a purpose

Data becomes useful when it changes the way we communicate.

We group contacts based on the information available, their behaviour and their relationship with the brand. Then we adapt the messages, offers and frequency without turning every interaction into a needlessly complicated rule.

Dynamic Segments Lifecycle Stages Preferences Purchase History Behaviour Personalisation

Good leads shouldn't have to wait

An interested contact quickly loses value if they don't reach the right person or if the answer comes too late.

We can set up qualification rules, lead scoring, automatic routing and notifications for sales teams. Every lead enters the right flow, with its source and context preserved.

Lead Scoring Lead Routing Sales Handoff Notifications Automated Tasks SLA Tracking

Systems have to talk to each other

The website, the online store, the CRM, the email platform and internal systems shouldn't operate as islands.

We build integrations through APIs and webhooks, sync the data that matters and remove the manual operations a system can perform safely and consistently.

API Integrations Webhooks Forms E-commerce CRM ERP Analytics Data Sync

AI that can work with your systems

An AI assistant becomes truly useful when it can work with the right information and tools, not just with the text typed into a conversation.

Through MCP integrations, a compatible AI tool can get controlled access to specific data and actions. Depending on the system and permissions, it can look up information, create tasks, update records or start defined flows.

We define clearly what it can see, what it can change and which actions need confirmation. The AI doesn't get blanket access — it gets a precise set of tools and permissions.

MCP Integrations AI Workflows Tool Permissions Data Access Actions Human Approval

We measure what the automation produces

The number of emails sent doesn't tell you whether the system works.

We track how quickly leads are picked up, how contacts move through the funnel, which messages generate action and where opportunities are lost.

We connect the data with analytics and reporting, so the automations can be adjusted based on results.

Delivery Clicks Conversions Funnel Progression Lead Response Time Pipeline Value Retention

Automations connected to the Beetter app

The Beetter app brings projects, reports, approvals and AI tools into the same workspace. Automations don't remain invisible processes — they can be followed alongside the activity that supports them.

AI connected through MCP

The Beetter app offers an MCP connector with 41 tools. You can connect Claude or another compatible AI tool directly to your workspace.

Questions with real context

You can ask what was delivered, which projects are blocked or what's next, without digging through cards, comments and reports by hand.

Actions straight from the conversation

You can create tasks, look up information in projects or approve deliverables through conversation, using the tools the app makes available.

The same permissions as in the panel

The AI assistant respects the access configured for each area. It can only use the projects, reports and features the user already has permission for.

MCP AI Tools Projects Tasks Search Approvals Permissions

We don't automate a process before we understand it

We start by analysing the funnel, the data, the tools and the way the team works.

We identify the points where time, context or opportunity gets lost. Then we choose the automations with real impact and roll them out gradually, without adding needless complexity.

You don't need more tools.

You need the tools you already have working together.