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: loyalty point systems, NPS and CSAT automation, churn prediction alerts, renewal reminders, Shopify and WooCommerce CRM sync for cart recovery and online-offline repeat purchase, referral programme tracking, WhatsApp broadcast campaigns, live WhatsApp Commerce catalogues for in-chat shopping, managed WhatsApp template libraries with Meta approval tracking, transactional WhatsApp order status and delivery alerts that cut WISMO tickets, conversational WhatsApp appointment booking into calendar and CRM, Click-to-WhatsApp Meta ad lead capture with CRM attribution, personalised re-engagement sequences, reliable transactional email for order and account messages, timed appointment reminder sequences that cut no-shows, and embedded website booking widgets that turn after-hours traffic into confirmed appointments. 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, including ecommerce CRM sync that surfaces showroom history beside Shopify and WooCommerce orders.
Churn Prevention
Health score dashboards, early warning alerts, cart-recovery flows tied to live CRM data, and automated intervention workflows for at-risk accounts.
Loyalty Programmes
Points accrual, tier management, reward redemption, and loyalty balance notifications via WhatsApp and SMS.
Referral Programmes
Automated referral tracking, reward fulfilment, and programme analytics to turn customers into advocates.
NPS & Customer Feedback
Survey automation, sentiment analysis, and closed-loop follow-up that turns detractors into promoters.
Newsletters & Campaigns
Segmented email campaigns, drip sequences, sales cadence follow-ups that stop on reply or meeting booked, A/B testing, and deliverability optimisation for engagement.
Messaging Automation
WhatsApp broadcasts, WhatsApp template lifecycle management with Meta approval tracking, live WhatsApp Commerce catalogue shopping, transactional WhatsApp order status and delivery alerts, 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, payment collection reminders, timed multi-channel appointment reminder sequences, SMS reminders, multi-channel notification orchestration, and POPIA-compliant opt-out management.
Renewal & Win-Back
Contract renewal alerts, lapsed customer reactivation, and win-back campaign automation.
Customer Health & Analytics
RFM segmentation, lifetime value modelling, customer journey analytics, and QBR report generation.
Related Articles
CRM and E-Commerce Integration: Unifying Online and Offline Sales
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.