A CRM that works as a process, not as a contact database

We set up and integrate the CRM so that leads are not lost, statuses reflect reality, sales people get their tasks on time and the manager sees the funnel without assembling reports by hand.

Discuss your task See the Aivex approach

Why this task comes up

A CRM can be rolled out and still not work. Leads arrive from different channels, statuses are updated by hand, follow-ups depend on what the sales person remembers, and reports are assembled separately. In that situation the CRM becomes an archive of contacts rather than a system for running sales.

When to get in touch

  • Leads get lost between the website, messengers, ads and partners.
  • Statuses do not reflect what the team actually did.
  • Sales people forget follow-ups and keep the process in their heads.
  • The manager has no up-to-date view of the funnel.
  • Reports are assembled by hand and arrive late.
  • The CRM is not connected to the website, services, payments or analytics.

What Aivex does

Aivex starts with the sales process: where the request comes from, who picks it up, which stages are needed, which actions repeat, where tasks should appear and which numbers matter to the manager. After that the CRM becomes part of the process instead of a separate program.

  • an audit of the current CRM logic
  • the structure of the funnel and its statuses
  • automatic tasks and notifications
  • integration of site forms and lead channels
  • links between the CRM, web services, APIs and internal systems
  • dashboards for the manager
  • rules for handling errors and duplicates
  • process documentation for the team

How we work

  1. We map the path of a request from first touch to outcome.

  2. We remove statuses that add nothing and add the checkpoints that are missing.

  3. We set up the automation: tasks, notifications, rules, reminders.

  4. We integrate the CRM with the website, forms, services and analytics.

  5. We test the process against real scenarios and write down the rules of work.

What the client gets

  • requests land in a single system
  • sales people work by a logic they understand
  • follow-ups and tasks no longer depend on memory alone
  • the manager sees the funnel and where it stalls
  • the CRM becomes the base for automation and analytics

What it looks like in practice

A sales team was receiving requests from the website, messengers and partner channels. Aivex rebuilt the funnel logic, connected the sources and added tasks, notifications and a dashboard. The process became transparent, and requests stopped depending on how attentive a particular manager was that day.

Frequently asked questions

Can our existing CRM be improved?

Yes, and that is usually the better path: an audit of the current logic first, then a targeted rebuild of statuses, automation and integrations.

Do you work with one particular CRM?

The approach is not tied to a single platform. What matters is understanding the business process, the limits of the system and the APIs it offers.

Which matters more — the funnel or the automation?

The funnel first. Automating a bad process only speeds up the mess.

Show us the task you need solved

Describe where you are now: what you have today, where the team loses time, which systems you use and what result you need. We will suggest the next step — discovery, an MVP, an improvement or a roadmap.

Discuss your task