CRM & automation
Custom CRM and business process automation
Stop losing customers between chats, spreadsheets and notebooks. We bring your sales information into one system and make repetitive tasks happen on their own.
You'll get a proposal from us in under 48 hours.
What’s included
One place for every customer
Contact details, history and deal stage in a single record.
Sales pipeline
Every deal in its stage, with value and owner, so you know what is at stake.
Orders and inventory
Orders, stock and statuses without scattered spreadsheets.
Automations
Assignments, reminders, alerts and follow-ups that trigger by themselves.
WhatsApp built in
Conversations linked to the customer record through the official WhatsApp API.
Reporting
Sales, rep performance and pipeline status, always up to date.
Who it’s for
- Sales teams that sell through WhatsApp.
- Companies that cannot tell which stage each customer is in.
- Businesses repeating the same manual tasks every day.
- Operations whose orders and inventory live in spreadsheets.
How we do it
- 01
Map the sales process
We define stages, owners and the information each person needs.
- 02
System and automations
We configure or build the CRM and the rules that run on their own.
- 03
Team adoption
We train your team and refine the setup with daily use.
PX Sales
Selling on WhatsApp? Before building something custom, take a look at PX Sales: our ready-to-use CRM on the official WhatsApp API, with a shared inbox, pipeline and follow-ups.
Discover PX Sales(opens in a new tab)Frequently asked questions
What is a CRM?
A CRM (customer relationship management system) is where you record your customers, conversations, opportunities and sales, so nothing depends on one person’s memory or phone.
Do I need a custom CRM or a ready-made one?
If your sales process is standard and you sell through WhatsApp, PX Sales can cover it from day one. If your operation has its own rules — special orders, inventory, approvals — custom development or a combination of both is usually the better fit.
Which processes can be automated?
Assigning leads to reps, follow-up reminders, email or WhatsApp alerts, order status changes, periodic reports and any repetitive task with clear rules.
Does the CRM connect to WhatsApp?
Yes, through the official WhatsApp Business API from Meta, the authorized way to integrate WhatsApp with business systems.
How much does a custom CRM cost?
It depends on how many modules you need (customers, pipeline, orders, inventory, reports), how many automations it has and which integrations it needs, such as WhatsApp or an invoicing system. That is why we do not publish a fixed price: we review your process, propose a phased scope and quote only what your team will use.
What are examples of business process automation?
Assigning each new customer to a rep, reminding someone to follow up if nobody replied in two days, alerting by email or WhatsApp when an order status changes, deducting stock when a sale is recorded and sending a weekly sales report. These are rule-based tasks someone repeats by hand today.
Can processes be automated with artificial intelligence?
Yes, where it helps: for example, answering frequent questions on WhatsApp or summarizing a conversation. Business rules (who a customer is assigned to, when to charge) are programmed explicitly so they stay predictable, and AI is added with human control. More on the artificial intelligence page of this site.
Does it work for a small business?
Yes. We start with the process that costs you the most time or sales — for example, customer follow-up — and expand in phases when you need it, without paying for modules you do not use.
Contact
Your next big projectcould start here.
Tell us what you want to build. We will send you a proposal in under 48 hours, with no obligation.