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CRM automation & lead follow-up

Respond to every lead in under a minute, automatically

We set up your CRM so every lead is captured, tagged, assigned and followed up instantly by email, SMS, WhatsApp or an AI call, with nurture sequences for leads who are not ready yet.

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What you get

  • 01Faster first response than your competitors
  • 02No lead left behind
  • 03A pipeline you can forecast from

The problem

Why businesses come to us

  • Leads arrive from many channels and some are never followed up.
  • Follow-up depends on who is available.
  • There is no clear view of the sales pipeline.

What's included

Delivered by our team

  • CRM setup or clean-up
  • Lead capture from forms, ads, calls and chat
  • Instant multi-channel follow-up sequences
  • Lead scoring and assignment rules
  • Pipeline stages and sales dashboards
  • Review requests and re-engagement campaigns

How we deliver

A proven, transparent process

  1. Step 1

    01

    Process mapping

    We document how leads, jobs and data move today and mark the steps that waste the most time.

  2. Step 2

    02

    Automation design

    We design the target workflows, triggers and exceptions, and agree them with your team.

  3. Step 3

    03

    Build & test

    We build in n8n, Make, Zapier or custom code, then test with real data before switching on.

  4. Step 4

    04

    Train & monitor

    We train your team, set up error alerts and review performance monthly.

Proof

Related work

All case studies
Business AutomationProfessional services · North America

Automated reporting dashboard for a marketing agency

A multi-channel dashboard that pulls Google Ads, Meta and email data automatically and produces client-ready reports.

Weekly reporting time
6h → 45 min
Data sources unified
5
Report errors
Manual copy steps removed
Client under NDARead case study

More examples are available under NDA

Many clients ask us not to publish their work. On a call we can walk you through private projects that match your situation.

Book a walkthrough

FAQ

CRM automation & lead follow-up: common questions

Which CRMs do you work with?

HubSpot, GoHighLevel, Pipedrive, Zoho, Salesforce and Close are the most common, plus custom CRMs.

Will messages feel automated?

We write sequences in your voice, personalise them with lead details and stop them as soon as a lead replies.

Can it trigger a phone call?

Yes. New leads can trigger an instant AI voice callback or a call task for your team.

Packages

Included in our packages

GrowBusinesses losing leads to slow follow-up$4,900 one-time, fromView package ScaleEstablished businesses with operational bottlenecks$9,500 one-time, fromView package

Ready to talk about CRM automation & lead follow-up?

Book a 30-minute strategy call. You will speak with a senior strategist, leave with a clear plan, and receive a written, fixed-scope proposal afterwards.

Book a strategy call+92 318 053 0602
  • 30-minute call with a senior strategist, not a salesperson
  • Prefer email? Write to info@kokatta.com. We reply within 24 hours.
  • Prefer writing? Send a project brief
  • Taking on new projects for the coming quarter