Leads and CRM
Every opportunity in your CRM. Every next step clear.
Bring together contacts from forms, email and WhatsApp, prevent duplicates and assign each opportunity. Follow-up no longer relies on someone remembering.
Free assessment · Scope and price before you start
The same process. Fewer manual steps.
Contacts arrive through several channels, data gets copied manually and nobody knows which conversation is still open. The salesperson picks up a lead without its full context.
- Before
- Check channels → copy details → find duplicates → notify salesperson → remember follow-up.
- After
- New contact → validation and CRM entry → assignment → task or follow-up under your rules.
Capture context
Collect contact details and their request from the agreed channels.
Organise the data
Normalise fields, check duplicates and classify the request using reviewable criteria.
Assign and respond
Create the opportunity and next task. Automatic replies remain within the approved scope.
Follow through
Schedule reminders and stop sequences after a reply, opt-out or relevant status change.
A good starting point if…
- Contacts arrive through more than one channel.
- You use a CRM or have agreed where opportunities will be recorded.
- You can define when to reply, hand over or stop following up.
What we check first
Organised follow-up does not guarantee sales. We measure response times, recorded contacts and pending tasks to assess the process.
Review integration optionsPut numbers to your process
What does this task cost you?
Enter your volume and the time your team spends. Calculate the cost of manual work to start the conversation with data.
Check all three values. Use non-negative numbers and a whole monthly volume within each field’s limit.
Initial values are examples. Formula: monthly volume × minutes ÷ 60 × hourly cost.
Today, this task represents
- Time per month
- 26.7 h
- Monthly cost
- €587
- Annual cost
- €7,040
This is the value of time spent, not guaranteed savings. Human review, maintenance and tool usage also count.
Get my free assessmentEstimate the return on an automation too
Try your own assumptions. The percentage estimates time released; costs should include tools, usage and maintenance. These are not Klarvai prices.
Complete all three assumptions to see the estimated return.
Before the next step
Can you use our current CRM?
We check fields, permissions and connection options. The goal is to use your current CRM while preserving its rules and the sales team’s responsibility.
Are messages sent without review?
Only messages you have approved within a specific workflow. Quotes, special terms and commercial decisions remain with a person.
What if the contact already exists?
We define identification keys and update rules. Uncertain matches are reviewed instead of creating duplicates or overwriting information.
When does follow-up stop?
After a reply, opt-out or agreed status change. Contact channels and permissions are defined before messaging is activated.
Connect this solution to your business
Tell us which task you want off your plate
We reply by email to arrange a first conversation. If automating it makes sense, we prepare the diagnosis with the scope and the quote in writing.
- A map of today’s process and what to automate.
- Human review points and required tools.
- Written scope, timeline, budget and potential time savings.
- [email protected]
- Where
- Barcelona
Rather talk it through? Pick a slot in the diary: 15 or 30 minutes, your choice.
Book a call