WhatsApp, Instagram, forms, spreadsheets and email can create fragmented customer records and missed follow-up.
We build CRM and automation systems that help your business capture leads, organise customer information, follow up consistently and move opportunities through sales without relying on memory, spreadsheets or manual repetition.
Capture → Organise → Follow Up → Convert → Retain
Buying software does not fix a broken sales process. If leads arrive through different channels, customer information is scattered, follow-up depends on memory and nobody knows exactly what happens next, adding another tool simply gives you a more expensive version of the same problem.
WhatsApp, Instagram, forms, spreadsheets and email can create fragmented customer records and missed follow-up.
When follow-up is manual, consistency usually drops as lead volume increases.
A clear pipeline shows what is new, what needs action, what is stalled and what has converted.
WHAT WE BUILD
We map the journey from first enquiry to sale and retention, identify the points that need human judgement, then automate the repeatable parts.
The CRM becomes the operational record for leads, contacts, opportunities, conversations and customer status.
Automations trigger the right action when a defined event occurs—without trying to automate decisions that still require a person.
Packages are based on increasing operational complexity. Software subscriptions, paid APIs and third-party platform charges are separate unless explicitly stated.
For businesses that already know which CRM they want and need it properly structured and configured.
INCLUDES
For businesses that need a structured process from lead capture through qualification and sales follow-up.
INCLUDES
For growing businesses that need connected lead capture, CRM, follow-up and workflow automation.
INCLUDES
For businesses where the issue is bigger than CRM setup and the sales process itself needs to be designed, documented and implemented.
INCLUDES
For businesses requiring multiple systems, complex automations, custom data structures, APIs or unusual operational workflows.
INCLUDES
For businesses that want Ellvix to maintain, improve and manage the CRM and automation layer after implementation.
INCLUDES
Every project has a defined scope. The exact platform, number of workflows and integrations are confirmed before implementation.
| Capability | CRM Setup | Lead Management | CRM + Automation | Sales System |
|---|---|---|---|---|
|
CRM configuration |
✓ |
✓ |
✓ |
✓ |
|
Contact structure |
✓ |
✓ |
✓ |
✓ |
|
Sales pipeline |
Basic |
✓ |
✓ |
✓ |
|
Lead capture |
Basic |
✓ |
✓ |
✓ |
|
Lead routing |
— |
Basic |
✓ |
✓ |
|
Automated follow-up |
— |
— |
✓ |
✓ |
|
Internal notifications |
— |
Basic |
✓ |
✓ |
|
Reporting |
Basic |
Basic |
Basic |
Advanced / scoped |
|
Process documentation |
— |
— |
Basic |
✓ |
Third-party software subscriptions, paid plugins, API usage, email/SMS/WhatsApp charges and other external costs are separate unless explicitly included.
Move agreed contacts, fields and records from an existing CRM or spreadsheet.
Connect supported WhatsApp workflows for lead capture or notifications.
Automated email sequences for lead nurturing, follow-up or onboarding.
Define scoring criteria to help prioritise leads.
Custom dashboards around pipeline, conversion and activity.
Document the implemented process for consistent team operation.
We first understand how leads enter, who handles them, where information lives and where opportunities are lost.
Design the customer journey, pipeline, fields, ownership rules, triggers and human decision points.
Configure the platform, records, stages, forms, segments and core sales structure.
Implement agreed follow-up, routing, notifications and repetitive workflows.
Test critical paths, document the system and hand it over with training and access.
The final price changes when the implementation requires more systems, workflows, data or complexity.
CRM, email, forms, WhatsApp, payment systems and other tools affect implementation complexity.
A few simple follow-ups are different from a connected system with branching logic and multiple journeys.
Existing records, duplicates, field mapping and migration requirements can add implementation work.
Each integration has its own technical constraints, authentication and testing requirements.
User roles, permissions, ownership and multi-team workflows add configuration requirements.
If the process itself needs design and documentation, the project becomes a broader sales-system engagement.
No. If you do not have one, we can recommend or configure an appropriate platform based on your process, budget and required functionality.
Yes. We first assess the current setup and determine whether it should be optimised, restructured or replaced.
No. It removes repetitive administrative work and improves consistency. Human judgement remains necessary for qualification, relationship management and many sales decisions.
Yes. Supported website forms can feed directly into the CRM and trigger the agreed routing or follow-up process.
Yes, where the required WhatsApp provider and account setup support the intended workflow. The exact implementation is scoped separately.
No, unless explicitly stated. CRM subscriptions, premium plugins, email sending, SMS, WhatsApp/API charges and other third-party costs are normally separate.
Yes. Migration is scoped according to volume, data quality and structure. Cleaning, deduplication and complex mapping may cost extra.
Typical timelines are shown by package. Actual delivery depends on workflows, integrations, migration and how quickly required access and information are provided.
You receive the agreed access, documentation and handover. Ongoing CRM management is available for continued optimisation and administration.
If the process itself is unclear, a Growth Audit or Sales System Implementation may be more appropriate than configuring software first.
Start with the package closest to your requirement. If you already have a CRM, multiple tools or a complex workflow, tell us what is currently happening and what needs to change.