CRM and automation services banner
CRM & Automation

Turn Your Leads Into Organized Business

Managing leads, customers and repetitive tasks manually can quickly become difficult as your business grows. We help you set up CRM systems and smart automations that organize customer information, simplify follow-ups and reduce repetitive work.

What's included

Our CRM & Automation Services

Six pieces of an organized, automated business system — used together or wherever your business needs it most.

CRM Setup & Configuration

We set up your CRM around the way your business actually works — from capturing new leads to managing customers and tracking sales.

  • CRM setup
  • User & account configuration
  • Lead management
  • Customer management
  • Sales pipeline
  • Custom fields
  • CRM customization
Explore CRM Setup →

Lead Management

Stop losing potential customers in spreadsheets, emails and chat conversations. We help create an organized system where enquiries can be captured, categorized and followed throughout the sales process.

  • Lead capture
  • Lead categorization
  • Lead assignment
  • Lead status tracking
  • Follow-up management
  • Lead history
Explore Lead Management →

Sales Pipeline Management

Know exactly where every potential customer is in your sales process. We create customized pipelines that give your team a clear view of current opportunities.

  • New Lead
  • Contacted
  • Qualified
  • Proposal Sent
  • Negotiation
  • Won / Lost
Explore Sales Pipeline →

Workflow Automation

Let technology handle repetitive tasks for you. We automate routine processes so nothing falls through the cracks.

  • Lead assignment
  • Notifications
  • Follow-up reminders
  • Status updates
  • Task creation
  • Data synchronization
  • Internal alerts
Explore Workflow Automation →

Email & WhatsApp Automation

Respond faster and maintain consistent communication with your leads and customers, depending on the tools and integrations used.

  • New enquiry notifications
  • Welcome messages
  • Follow-up reminders
  • Appointment confirmations
  • Customer updates
  • Lead nurturing
  • Team notifications
Explore Email & WhatsApp Automation →

CRM Integration

Your CRM shouldn't operate separately from the rest of your business. We connect it with the tools and platforms you already use.

  • Website forms
  • Email
  • WhatsApp
  • Calendars
  • Advertising platforms
  • Payment systems
  • Business applications
Explore CRM Integration →
Let your systems do the work

Stop Managing Everything Manually

Imagine a customer submits an enquiry through your website. That's the power of connecting your website, CRM and automation together.

Customer submits form
Lead automatically created
CRM assigns the lead
Team receives notification
Customer receives confirmation
Follow-up task is created
Sales team contacts customer
Lead moves through pipeline
The workflow

A Smarter Way To Manage Your Business

01 — Capture

Automatically collect leads from your website, forms and other connected channels.

02 — Organize

Store customer information in a structured CRM instead of scattered spreadsheets and conversations.

03 — Assign

Automatically route leads to the right team member or department.

04 — Follow Up

Create reminders and automated communication so important leads don't get forgotten.

05 — Convert

Give your sales team a clear view of every opportunity and its current stage.

06 — Retain

Continue communicating with customers through organized follow-ups and automated workflows.

A few examples

What Can We Automate?

Lead Generation

  1. Website Form
  2. CRM
  3. New Lead
  4. Notification

Customer Follow-Up

  1. New Lead
  2. Confirmation
  3. Follow-Up
  4. Reminder
  5. Sales Team

Appointment Management

  1. Booking
  2. Confirmation
  3. Calendar
  4. Reminder
  5. Appointment

Sales Process

  1. Lead
  2. Qualified
  3. Proposal
  4. Negotiation
  5. Won
The bigger picture

One Connected Business System

Your CRM becomes much more powerful when connected with your other digital channels.

Website
Contact Form
CRM
Email WhatsApp Ads
Leads
Sales Pipeline
Customer
Automation

This is where Alinax Technologies can connect your website, marketing and business operations into one streamlined system.

Why choose Alinax Technologies

Built around how you already work

Built Around Your Workflow

We don't force your business into a complicated system. We design the setup around how your business operates.

Reduce Manual Work

Automate repetitive tasks so your team can focus on customers and growth.

Better Lead Visibility

Know where your leads are, who is handling them and what needs to happen next.

Connected Systems

Bring your website, forms, communication channels and CRM together.

Scalable Solutions

Start with what your business needs today and expand the system as you grow.

Frequently asked

FAQ

What is CRM?

CRM stands for Customer Relationship Management. It is a system used to organize customer information, leads, sales activities and interactions in one place.

Do I need a CRM for my business?

If you're managing a growing number of leads or customers through spreadsheets, emails, WhatsApp or multiple disconnected tools, a CRM can help organize the process.

Can you connect my website to my CRM?

Yes. Website enquiry forms can be connected to a CRM so that new leads are automatically captured and organized.

Can you automate WhatsApp and email follow-ups?

Depending on the CRM and available integrations, automated notifications, emails and WhatsApp workflows can be implemented.

Can you work with my existing CRM?

Yes. If your existing CRM supports the required features and integrations, we can work with your current system rather than requiring you to start from scratch.

Will I need a new CRM?

Not necessarily. We can first understand your requirements and determine whether your existing tools are sufficient or whether another solution would be more suitable.

CRM is more than a contact list

Build A System That Works While You Work

Your CRM should help your business capture, organize, follow up and convert leads — not become another piece of software your team struggles to maintain. We can help you turn disconnected tools and manual processes into a more organized digital workflow.