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CRM & AUTOMATION

CRM Setup & Integration — End-to-end CRM configuration to centralize data, automate workflows, and enhance customer experience.​ CRM selection (HubSpot/Salesforce/Zoho, etc.), data model, pipelines, automations, marketing and sales dashboards, handoff to team.

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​AI Chatbot Setup & CX Automation:

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• Channels: Website, WhatsApp, Instagram, and live chat handoff.

• Use cases: Lead capture/qualification, FAQs, appointment booking, post-sale support.​​

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AI-Powered Services:

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• Personalization (product/content), predictive lead scoring & churn, creative augmentation (ad/image variants with human QA), marketing mix modeling lite.

• Put an AI Safety & Data Privacy subsection: data retention, PII handling, human-in-the-loop, opt-outs.

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