Office with panoramic evening city views
CRM and business automation · AV Group

From scattered tasks
to one connected system

We implement CRM and automate processes so enquiries, tasks and data work together. We design the system for your business and train your team.

Get a consultation

A different way of working

From manual work to transparent processes and clear ownership.

Before illustration: scattered spreadsheets and documents
Now

Scattered tasks,
lost time

  • Data in separate spreadsheets
  • Enquiries passed on manually
  • No shared communication history
  • Repetitive actions take time
  • Work status is hard to see
After illustration: unified CRM and organised data
After

One system,
manageable processes

  • Contacts and deals in CRM
  • Defined tasks and owners
  • Communication history in one place
  • Agreed actions are automated
  • Reporting supports decisions

Common automation scenarios

We select solutions that remove real, repetitive tasks.

Enquiry handling illustration

Enquiry handling

We collect enquiries from your website and agreed channels, and configure deal creation, assignment and duplicate checks.

Email and messaging illustration

Email and messaging

We link communication to customer records and configure agreed notifications and messages within service capabilities.

Task assignment illustration

Task assignment

We create tasks based on deal stages, deadlines and events. Your team sees the next action and who owns the result.

Reporting and analytics illustration

Reporting and analytics

We configure views of deals, stages and team activity. Metrics and data sources are defined together with you.

Integrations illustration

Integrations

We connect CRM to your website, telephony, accounting and other services through available native tools or APIs.

AI and bots illustration

AI and bots

We design assistants for agreed scenarios: data collection, knowledge-base answers and enquiry routing with handover to a person.

How we implement

A clear process from reviewing current work to launch and support.

  1. 01

    Analysis

    We review processes, your team, existing tools and needs.

  2. 02

    Design

    We agree the CRM, data structure, scenarios, scope and contract.

  3. 03

    Implementation

    We configure the system, automation and agreed integrations.

  4. 04

    Testing and training

    We test scenarios, train employees and agree the launch.

  5. 05

    Website

    We help your team adopt the system and improve it under a separate plan.

Working arrangements

Start with the scope you need and develop the system as your business grows.

Essential

For launching one clear process

  • Review of the key process
  • Basic CRM setup
  • Pipeline and customer records
  • Agreed access permissions
  • Training and instructions
Quoted per project
Discuss

Growth

For several processes and a team

  • CRM structure design
  • Automation of agreed scenarios
  • Integrations with available services
  • Reports on agreed metrics
  • Training and support plan
Quoted per project
Discuss

An individual

For specialist tasks and integrations

  • Solution audit and design
  • Complex scenarios and data exchange
  • Custom integrations
  • AI and bots where needed
  • Documentation and an agreed support plan
Quoted per project
Discuss

Before work starts, we define scope, price, timing and acceptance criteria. CRM licences, paid services, telephony, messages and third-party fees are charged separately. Data migration and cleaning, custom integration development and support are included in the estimate by agreement.

Frequently asked questions

How long does implementation take?

Timing depends on the number of processes, data quality and integration complexity. After analysis, we prepare a staged schedule. One priority process can be launched first.

Do we need to change our current tools?

We review your existing system first. If it suits your needs, we improve it. A move to another CRM is proposed only after assessing constraints and migration costs.

Which CRM platforms do you work with?

We choose a platform after discussing processes, market, available integrations and licences. Before the contract, we confirm the capabilities of the specific CRM and agree implementation scope.

Who will provide support?

Support is agreed separately: training, user assistance, scenario changes and integration monitoring. Owners and request procedures are defined in the plan.

Can we start with a small project?

Yes. We choose one process, such as enquiry handling, configure it and test it with your team. Tasks, reports and integrations can be added later.

Can you migrate data from another system?

We review the structure, volume and quality of source data, and agree migration rules, a test import and verification. Data cleaning and complex migration are quoted separately.

Office with panoramic evening city views
From chaos to a system

Let's discuss
your project

Show us your current processes and team needs. We will recommend a suitable CRM and automation arrangement.

Get a consultation
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