CRM AND AUTOMATION

CRM and marketing automation: no lead forgotten, every sale recorded

We connect your website, forms, WhatsApp and campaigns to the CRM, create lead handling automations and organise the sales funnel. Every lead gets a timely reply and is followed until it becomes a client.

Online meeting with no commitment, for companies that already receive leads.

What it is

What is CRM and marketing automation?

A CRM is the system where leads, conversations and sales opportunities are recorded. Marketing automation is the set of actions that happen on their own from a trigger: a welcome email, an alert to the salesperson, a nurturing sequence.

At Proceder, we implement and run CRM and automation, with experience as an RD Station partner, for service businesses that receive leads from several channels and lose opportunities through lack of organisation.

A familiar scene

Friday night, a form came in. By Monday, the client had signed with someone else.

The lead came from a paid campaign, landed in an inbox nobody checks at the weekend and was answered three days later. Meanwhile, the competitor called within ten minutes.

There was no lack of interest or budget. What was missing was a defined path: who receives the lead, how quickly they reply and what happens if nobody does.

Proceder’s CRM and automation create that path, from form to sale.

The problem

Why do so many leads never become sales?

Most opportunities are lost after the lead arrives: through delays, forgetfulness or lack of follow-up.

A lead without a process is wasted budget.

Slow replies

The longer a lead waits, the lower the chance of closing.

Scattered leads

Email, WhatsApp, spreadsheets and the salesperson’s memory: nobody has the full picture.

No follow-up

Anyone who did not sign the first time is never contacted again.

Unknown source

Without a CRM, there is no way to know which channel brings clients and which only brings leads.

How we work

How we implement CRM and automation, step by step

Implementation follows the four steps of the Proceder Method and continues in operation, with monthly funnel reviews.

↻ Review cycles based on the numbers for the period.

Plan / Optimize

We map how leads arrive and how your team sells today, and design the funnel, its stages and the lead handling rules.

Structure

We set up the CRM, connect forms, WhatsApp and campaigns, record the source of each lead and create the automations.

Execute

We train the team, monitor day-to-day usage and run the email and nurturing sequences.

Analyze

Every month we analyze response time, conversion by stage and loss reasons, and adjust the process and automations.

The funnel is reviewed with the month’s numbers, together with the other channels.

Part of

CRM and automation are part of Data integration and performance

The CRM is where marketing and sales meet. That is why it sits in the same solution as measurement, and works with every acquisition channel.

Where a lead becomes a client.

Data integration and performance →

The solution that connects website, campaigns, CRM and reports to show the cost of each client.

Measurement and reporting →

Conversions and a monthly report with CRM data, from lead to sale.

Paid campaigns →

Every ad lead recorded with its source campaign.

Websites and landing pages →

Forms connected to the CRM and ready for automation.

How we measure

Which metrics do we track in the CRM?

Funnel numbers go into the monthly report and show where opportunities move forward and where they are lost.

The metric that decides is conversion into sales.

Response time

How long a lead waits for the first reply.

Conversion by stage

How many leads move from one funnel stage to the next.

Loss reasons

Why opportunities do not close, so the offer or lead handling can be corrected.

Sales by source

How many clients came from each channel and campaign.

Who it is for

Who is CRM and marketing automation for?

The work delivers for companies that already receive leads and want to turn more of them into clients.

It is not for you if

It is for you if

You do not receive leads yet.

You receive leads from more than one channel.

You have nobody to handle them.

You have a person or team responsible for sales.

You do not want to change how you sell.

You are willing to follow a process and record conversations.

You only want to send mass emails.

You want to follow each lead through to the sale.

The CRM and tool licences are taken out in your company’s name.

Frequently asked questions

Questions about CRM and marketing automation

Which CRM do you use?

We work mainly with RD Station, of which Proceder is a partner, and adapt to other CRMs when the company already uses a system that does the job.

Can WhatsApp be connected to the CRM?

Yes. WhatsApp leads can enter the CRM with their source recorded, and conversations stay linked to the opportunity.

Will my team need to learn how to use it?

Yes, and we provide the training. The process is designed to be simple, and we monitor usage during the first weeks.

How long does implementation take?

Basic implementation takes 3 to 6 weeks. Automations and nurturing evolve over the following cycles.

Google reviews

What the companies we work with say

      EXCELLENT  
   Based on 11 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Robe Belle - Slim & Plus Size 
 
 
 
 Trustindex verifies that the original source of the review is Google. Qualified and very helpful team!
We recommend them.
  
 
      Posted on Google  
   
   Wilson Martim 
 
 
 
 Trustindex verifies that the original source of the review is Google. Proceder isn't just an agency, it's a business partner. From the start, the service was consultative, direct and fully focused on performance. They didn't come to sell services; they came to propose solutions.
The team knows the game, masters data and positioning, and knows where and how to adjust to create real impact. What impressed me most was their ability to listen and turn our goals into concrete strategies.
Professionalism, agility and vision. Simply outstanding.
  
 
      Posted on Google  
   
   HENRIQUE Galdino 
 
 
 
 Trustindex verifies that the original source of the review is Google. From the first contact with Proceder it was clear this isn't an ordinary agency. The service is fast, strategic and built on active listening that makes all the difference. They don't deliver off-the-shelf solutions: they dive into the business, understand the pain points and build a truly tailored path.
It's hard to find a company that combines performance, creativity and closeness with so much competence. I didn't feel like a client but like a partner in the project. I recommend them without hesitation.
  
 
      Posted on Google  
   
   Ramon Cimardi 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service. Talking with Joe, he cleared up my questions and gave me very fast and effective support, even with the time difference, since I'm in Brazil. I recommend their work; I had a great experience.
  
 
      Posted on Google  
   
   Jean Marcos 
 
 
 
 Trustindex verifies that the original source of the review is Google. Top-quality service. Joe and his team are very attentive and solve problems right away. Fast and effective support.
  
 
      Posted on Google  
   
   Andre Fonseca 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great service, a lot of quality in this team's work.
  
 
      Posted on Google  
   
   Adriano Mezzomo 
 
 
 
 Trustindex verifies that the original source of the review is Google. We came to Proceder to build our law firm's website. From the initial idea, through the whole build process, to after-sales support, it was an excellent experience. I recommend Proceder to anyone looking for quality service, transparency and, above all, professionalism.
  
 
      Posted on Google  
   
   Tiago Meyer Mendes 
 
 
 
 Trustindex verifies that the original source of the review is Google. Commitment, dedication, expertise and results!