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Conversion & Retention

CRM / Automation Module

Bolt-on automation for existing tools.

Plug automation into the CRM you already use - sequences, notifications, workflows, integrations. Scope defined per client.

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Pricing
Setup €1,300 - €6,500
on quote by scope
Goal
Add the automation layer without rebuilding.
For
SMBs, service businesses, agencies.
Stage
Mid → bottom funnel
Engagement
Project
What's included

Deliverables, in plain terms.

Every CRM / Automation Module engagement ships these outcomes. Anything else is a documented add-on - no surprises.

Workflow design
Automation implementation
Integrations
Handover & training
Proof

We've shipped this before.

Optimum Courtage
Insurance brokerage
Optimum Courtage
Custom brokerage CRM centralizing ~300 files with real workflow automation.
France Service Maintenance
National maintenance
France Service Maintenance
National site + commercial CRM in one connected system.
Pairs well with

Adjacent layers

CRM & Automation
The pipeline runs itself.
Custom CRM
The CRM your business actually needs.

Ready to start with CRM / Automation Module?

Tell us where you are today. We map the fastest path to real results - with a clear plan and price before anything starts.

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