CRM Automation
Never lose a lead again. Automate qualification, nurturing, follow-ups, and data entry — with full visibility for your sales team.
The problem
What this solves
Business problem
Leads come in through WhatsApp, forms, and ads but fall through the cracks. Sales reps forget to follow up. CRM data is incomplete or outdated.
Who has this problem
Sales-driven businesses, real estate agencies, B2B service providers, consultancies, and any company that generates leads but lacks systematic follow-up.
Without a system
Hot leads go cold. Reps spend more time on admin than selling. Managers have no visibility into pipeline health. Marketing cannot attribute revenue.
The fix
How BottleTech solves it
- Capture leads from WhatsApp, web forms, and ads into your CRM automatically
- Qualify leads with AI scoring before they reach your sales team
- Trigger follow-up sequences via WhatsApp and email based on lead behavior
- Schedule meetings and send reminders without manual intervention
- Update CRM records automatically so data stays current
- Re-engage lost leads with targeted outreach campaigns
Connects to
This use case combines AI agents with CRM system implementation.
Common integrations
HubSpot, Zoho CRM, Salesforce, Odoo, WhatsApp Business API, email platforms, calendar systems. We connect your existing tools.
Fix Your Lead Follow-Up
See how CRM automation can turn missed opportunities into closed deals.