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
Acquiring a new customer costs five to seven times more than keeping an existing one. We build the integrations that help you retain, upsell, and cross-sell: first-90-day onboarding optimisation for time-to-value and activation, SaaS customer education academies with LMS progress and certification write-back to CRM, loyalty programmes, NPS and CSAT automation with closed-loop product feedback routing, customer advocacy programmes (references, case studies, champions), automated case study and testimonial pipelines from win or renewal trigger through draft, legal approval, and CMS publish, cancellation-triggered exit surveys with structured churn reason coding, CS automation operating systems for check-ins, health playbooks, and escalations so capacity scales without linear hiring, executive retention metrics dashboards (NRR, GRR, logo and revenue churn, expansion, cohort retention) for CEO and CFO board packs, churn prediction alerts, subscription retention dunning, personalised CLV-based save pricing with margin guards, renewal reminders, lifecycle nurture, dynamic email personalisation, Google Shopping and Meta catalogue feeds, storefront dynamic pricing, referral tracking, WhatsApp and SMS campaigns, appointment reminders, and embedded booking widgets. Every touchpoint is automated so your team focuses on relationships, not reminders.
Upsell & Cross-Sell
Trigger-based recommendations when customers hit usage thresholds, contract anniversaries, or feature gaps, AI upsell timing prediction from product usage and satisfaction signals so expansion asks land in the right window rather than on a quarterly blast calendar, usage-based offer targeting that matches promos to live product behaviour (feature adoption, seats, API volume, sessions) in CRM and ESP (distinct from plan-limit upgrade triggers and RFM purchase-history segments), plus purchase-history post-purchase cross-sell and upsell recommendation emails on Klaviyo, Shopify, HubSpot, or ActiveCampaign, on-site ecommerce personalisation engines that serve inventory-aware product recommendations from browse history and purchase patterns on homepage, PDP, and cart (distinct from email recommendation flows), service-business cross-sell workflows for agencies and professional services that introduce complementary offerings at project completion, QBR expansion menus, and retainer anniversary (distinct from ecommerce SKU recs and SaaS feature-tier upsells), ecommerce CRM sync that surfaces showroom history beside Shopify and WooCommerce orders, and storefront dynamic pricing with automated price optimisation on Shopify and WooCommerce (distinct from Google Shopping feed management).
Churn Prevention
Health score dashboards, early warning alerts, cart-recovery flows tied to live CRM data, stockout-driven churn prevention via multi-channel low-stock inventory warnings before SKUs go grey, designed soft-to-firm dunning email and WhatsApp cadences for failed renewals wired into Stripe, PayFast, CRM, and the ledger, end-to-end subscription retention and dunning management as an operating system (smart retries, multi-channel recovery, pause-versus-cancel, retained MRR reporting; distinct from email-sequence craft alone), price-increase and rate-change communication workflows with value-led notices, grandfathering rules, and at-risk save offers (distinct from dunning and generic retention email flows), personalised CLV- and health-based save pricing with margin guards and approval workflows so retention discounts do not blanket-erode contribution (distinct from storefront SKU dynamic pricing and list-price increase comms), first-90-day customer onboarding optimisation with CRM and product-usage milestone playbooks that compress time-to-value and lift activation before the early-churn cliff (distinct from employee/KYC onboarding and full journey-map programmes), SaaS customer education academies with automated course delivery, progress tracking, certification, and LMS-to-CRM write-back that deepen product adoption beyond Day-90 checklists (distinct from first-90-day onboarding milestones alone), CS automation operating systems that run scheduled check-ins, health-triggered playbooks, escalation routing, and QBR prep nudges so CSM capacity scales without linear hiring (distinct from health dashboards and onboarding alone), retention email flows for onboarding activation, milestone celebrations, product usage tips, and at-risk re-engagement wired to CRM health signals (distinct from dunning and full stage-mapped lifecycle programmes), automated intervention workflows for at-risk accounts, operational churn prediction model implementation that joins product engagement, payment patterns, and support ticket frequency with CRM write-back and save playbooks (distinct from abstract AI scoring and retrospective exit-pattern reports), and exit-pattern / attrition cohort reports that join CRM, billing, and support tickets so common cancellation reasons surface before logo churn compounds, plus SLA-breach early warnings from the helpdesk as a retention signal so at-risk renewals get a save play before contract penalties and logo churn, first response time optimisation with auto-acks and agent alerts that protect CSAT before churn risk builds, and priority ticket escalation rules that alert managers and reassign ageing P1s before unresolved escalations drive non-renewal.
Loyalty Programmes
Points accrual with CRM and POS sync, automated reward fulfilment, and loyalty balance notifications via WhatsApp and SMS, plus VIP and tier-based programmes (Silver/Gold/Platinum) with exclusive benefits, aspirational status, and spend-driven upgrades beyond points-only accrual, and automated birthday and customer-anniversary reward campaigns that pull DOB and join dates from CRM/POS for personalised WhatsApp and email sends (distinct from generic points balance alerts).
Referral Programmes
Automated referral tracking with unique links, fraud detection rules, CRM write-back, reward fulfilment, and programme analytics to turn customers into advocates, plus designed customer advocacy programmes that systematically recruit NPS promoters as references, case study subjects, and community champions with ask orchestration and frequency caps (broader than referral-link tracking alone), and automated success-story factory pipelines that collect, draft, approve, and publish case studies and testimonials from win or renewal triggers into CMS and sales enablement (distinct from champion recruitment asks alone).
NPS & Customer Feedback
Survey automation with score-triggered CRM tasks and promoter referral or review activation, sentiment analysis, and closed-loop follow-up that turns detractors into promoters, voice-of-customer to product feedback loops that route CRM, Intercom, and Zendesk input into Jira, Linear, or Productboard then notify requesters when improvements ship (distinct from survey capture or theme analysis alone), transactional CSAT after tickets, delivery, or milestones with score breakdown by team, channel, and issue type plus closed-loop routing of low scores into coaching queues and process fixes with before/after remeasurement (distinct from relationship NPS), automated win/loss interview workflows triggered from CRM stage or churn events with structured capture, theme coding, and trend packs for sales and CS leadership (distinct from NPS/CSAT loops and from exit-pattern churn cohort reports), cancellation-triggered exit surveys and optional live exit interviews with structured churn reason coding, CRM write-back, and weekly insight packs into Product and CS playbooks (distinct from win/loss deal interviews and from retrospective attrition cohort reports), automated review request journeys after positive CSAT/NPS/delivery with detractor diversion to support before public posting and multi-platform request orchestration across Google, Facebook, Trustpilot, and Hellopeter (distinct from aggregation alone), automated post-service Google review requests via WhatsApp, SMS, and email with POPIA consent and CSAT gating for SA local SEO (distinct from Hellopeter monitoring and multi-platform aggregation), plus multi-platform review aggregation and monitoring across Google, Facebook, and Hellopeter into one dashboard with alerts (distinct from survey NPS/CSAT alone), and dedicated Hellopeter review monitoring with response SLA alerts and CRM write-back for SA brands where Hellopeter is the primary reputation risk (distinct from multi-platform aggregation).
Newsletters & Campaigns
Segmented email campaigns with CRM list sync and send-time optimisation, retention-first editorial cadence and value-led newsletters between purchases with soft cross-sell modules (distinct from promo blast calendars, drip sequences, and lifecycle automation), event-based behavioural triggers that fire immediate timed messages on purchase, signup, product usage, and milestone signals from CRM, commerce, and product events (distinct from calendar drip sequences and retention editorial cadence), birthday and customer-anniversary triggered personalised campaigns that celebrate milestones on the right day via email and WhatsApp (distinct from blast calendars and onboarding drip flows), dynamic content blocks and conditional modules that personalise products, offers, and messaging per recipient from CRM or commerce data, AI content generation for marketing that turns briefs into brand-voice blog, social, ad, and newsletter drafts into WordPress, Contentful, and HubSpot CMS (distinct from CRM-synced send automation alone), AI product description generation from catalogue attributes into unique SEO-ready SKU copy for Shopify, WooCommerce, Magento, and PIM (distinct from campaign/blog content generation), drip sequences, sales cadence follow-ups that stop on reply or meeting booked, A/B testing, and deliverability optimisation for engagement.
Messaging Automation
WhatsApp Business API for South Africa (high-penetration conversational commerce, customer service, and POPIA-aware notifications), WhatsApp broadcasts, WhatsApp template lifecycle management with Meta approval tracking, live WhatsApp Commerce catalogue shopping, transactional WhatsApp order status and delivery alerts, transactional WhatsApp invoice delivery templates with PDF and Pay Now links, conversational WhatsApp appointment booking that writes live slots into calendar and CRM, Click-to-WhatsApp Meta ad lead capture with CRM attribution and Conversions API feedback, TikTok Lead Ads Instant Form CRM sync with Events API feedback for Gen Z acquisition, LinkedIn Lead Gen Forms Instant Form CRM sync with campaign and creative context, on-site website chatbot lead capture with mid-conversation qualification and CRM write-back, organic Instagram, Facebook, and LinkedIn DM and comment lead routing into CRM with first-response SLA, Google Ads lead form extension CRM sync for paid acquisition, payment collection reminders, timed multi-channel appointment reminder sequences, field-service status notification journeys (booking confirm, en-route ETA, arrival, completion) beyond appointment reminders alone, including South Africa WhatsApp-first field ETAs for HVAC, electrical, and plumbing crews, SMS-only 24-hour and 1-hour appointment reminders, bulk SMS gateway campaigns with DLR hygiene, transactional OTP and courier delivery SMS that cut WISMO tickets, two-way SMS conversations with YES/NO/STOP parsers and CRM write-back, CRM-segmented SMS marketing campaigns with triggered flash sales, win-backs, abandoned-cart flows, and A/B offer testing, multi-channel notification orchestration, cross-channel campaign orchestration with shared CRM journey state, person-level frequency caps, and collision prevention across email, SMS, WhatsApp, and social, living POPIA marketing consent ledgers with purpose/channel/timestamp evidence and real-time STOP honouring across CRM, ESP, and SMS, and POPIA-compliant STOP sync, plus omnichannel support integrations that unify WhatsApp, email, chat, and social into one agent inbox so CX and retention teams share the same conversation history.
Renewal & Win-Back
Contract renewal alerts, multi-stage renewal automation with prep playbooks (usage report, pricing proposal), stakeholder follow-up sequences, and CRM write-back so renewals open 60–90 days out (distinct from simple reminder tasks and service-contract SLA registers), service contract expiry registers with renewal value-at-risk for maintenance SLAs, support retainers, and managed service agreements so recurring revenue does not silently lapse (distinct from generic CRM reminder tasks alone), multi-channel offer-led win-back campaigns (email, WhatsApp, SMS) with CRM-synced segments, offer ladders, and optimal send timing, always-on dormant-account reactivation sequences with CRM/commerce dormancy detection, RFM or LTV incentive tiers, and pause-on-purchase ladders (distinct from campaign-led win-back blasts), quiet MQL lifecycle nurture that revives stalled pipeline, and full CRM-stage-mapped lifecycle programmes from welcome through onboarding, retention, and win-back.
Customer Health & Analytics
CS portfolio health score dashboards with traffic-light risk bands and CSM alert routing across usage, support, payment, and engagement (distinct from AI model design alone), classic RFM scoring (Champions, At-Risk, Hibernating with CRM and ESP sync) distinct from AI behavioural clustering that discovers high-LTV cohorts for media and email, historical lifetime value reporting of what customers already spent, plus predictive CLV modelling that forecasts future value to set retention ceilings and route premium save or upsell playbooks (distinct from RFM buckets and from retrospective LTV reports alone), executive retention metrics dashboards for SA businesses that put NRR, GRR, logo and revenue churn, expansion revenue, cohort retention, and rolled-up customer health into one CEO/CFO board view with live CRM, PayFast or Stripe, and usage feeds in Rand (distinct from CSM traffic-light account boards and from exit-pattern churn forensics), customer journey analytics and AI journey mapping from real multi-touch behaviour, operational stage mapping that stitches CRM, billing, support, and product events, finds retention drop-offs, and wires playbook, nurture, and UX fixes (distinct from AI multi-touch journey modelling), multi-touch marketing attribution and spend-to-revenue ROI tracking, campaign-level marketing ROI dashboards joining Google, Meta, LinkedIn, and email (Mailchimp/Klaviyo) spend to CPL, MQL to SQL funnel stages, and closed-won for budget reallocation, AI voice analytics / speech analytics across sales and support call libraries for coaching signals, talk ratios, and conversion insights at scale, and full QBR automation that assembles decks from CRM, billing, and usage then schedules stakeholder review meetings (not just a health-score export).
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