CRM Alerts: Notify Reps When Deals Need Attention
A Gauteng B2B team cut stale pipeline from 28% to 11% and lead response from 16 hours to under 8 minutes. We design CRM deal alerts, escalations, and WhatsApp push for managers.
All Integrations
Growth & Retention Integrations
We connect your CRM to loyalty, referral, NPS, WhatsApp and email tools to keep customers coming back. Reminders, renewals and win-backs run automatically, so your team can focus on relationships.
Upsell & Cross-Sell
Timely upsell and cross-sell offers from usage and purchase history, via Klaviyo, Shopify, HubSpot or ActiveCampaign.
Churn Prevention
Health scores and Stripe or PayFast dunning, so you spot at-risk customers before they cancel.
Loyalty Programmes
Points, VIP tiers and birthday rewards from your CRM and POS, sent by WhatsApp and SMS.
Referral Programmes
Track referral links and rewards, and turn happy customers into references, testimonials and case studies.
NPS & Customer Feedback
NPS and CSAT surveys, exit surveys, and Google and Hellopeter review requests, all followed up automatically.
Newsletters & Campaigns
Segmented email campaigns, drip sequences and CRM-triggered messages, with A/B testing and deliverability tuning.
Messaging Automation
WhatsApp Business API, bulk SMS and Meta, TikTok or LinkedIn ad leads, synced to your CRM.
Renewal & Win-Back
Renewal alerts, contract expiry tracking and win-back campaigns by email, WhatsApp and SMS for lapsed customers.
Customer Health & Analytics
Health scores, RFM segments, lifetime value and NRR dashboards built from your CRM and billing data.
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One retail brand cut Shopify-to-CRM copy-paste from 10 hours a week to under one, lifted repeat purchases 18%, and recovered R150K+ in year-one staff time with unified CRM.
CRM for Travel Agencies: Bookings, Itineraries and Follow-Ups
A Cape Town leisure agency cut itinerary builds from three hours to under 45 minutes, lifted repeat bookings from 28% to 42%, and recovered R420,000 in year one from retained trips.
Email Sequence Automation for Sales
A B2B sales team cut follow-up admin from 12 hrs/week to two, lifted sequence reply rates from 3% to 9%, and recovered R480,000 in pipeline that used to die after one touch.
Transactional Email System Integration
Order confirmations were landing in spam. One retailer cut never-got-my-email tickets from 60 a month to 12, recovered 400 support hours a year, and saved R214,000 in year one.
Booking Widget for Your Website
A Cape Town clinic cut phone-tag scheduling from six hours a week to one, lifted booked appointments 37% in six months, and recovered R186,000 in year one from after-hours widget traffic.
Automated Appointment Reminders
One Cape Town clinic cut no-shows from 20% to 12%, recovered R269,000 in filled appointments in year one, and freed reception from seven hours of confirmation calls every week.
WhatsApp Template Message Management
A Johannesburg retailer cut WhatsApp template rejection delays from 5 days to same-day fixes and now fires 12 CRM-triggered templates automatically. Approval status tracked live.
WhatsApp Broadcast Messaging
A Cape Town retailer lifted opens from 23% on email to 64% on WhatsApp broadcast. CRM segments fire compliant templates; one weekend promo drove R184K in attributed sales.
WhatsApp Commerce and Catalogue
A Cape Town fashion retailer recovered R94k in WhatsApp catalogue orders in 90 days. Live stock and price sync ended size-check DMs and turned chats into a shoppable storefront.
WhatsApp Order Notifications
Support spent 18 hours a week on where-is-my-order tickets. One retailer cut that to five, dropped WISMO 62%, and recovered R148,000 in year one with WhatsApp order alerts.
WhatsApp Appointment Booking
A Rosebank salon cut no-shows from 18% to 11%, captured 22 after-hours WhatsApp bookings a month, and recovered R240,000 in year one. Friday slots fill without receptionist phone tag.