Workflow discovery
Map the current steps, people, tools, and handovers. Identify repeated tasks and failure points that a defined process or integration can address.
CRM automation services
CRM automation that gives your customer journey less friction.
WISEBUSINESS helps businesses connect enquiry handling, customer information, and repeatable follow-up tasks. CRM automation starts with the process: who owns an enquiry, what information is needed, and when the next action should happen. We map that journey before configuring tools or adding integrations.
Based in Morocco · Serving Spain, the UK, France and Switzerland
A scope shaped around your business
What the service can include.
A useful fit for service teams losing track of follow-ups, businesses duplicating information across tools, and organizations that need clearer ownership between marketing and sales. A focused workflow is often a better starting point than a large feature list.
CRM structure and fields
Scope the pipeline stages, records, and information the team needs. Keep the data model understandable enough to maintain after handover.
Automation and routing rules
Define triggers, actions, ownership, and exceptions for relevant workflows. People should be able to understand why an action happened and when they need to intervene.
Integration planning
Connect supported tools within the agreed requirements, including the data exchanged and access boundaries. Consider errors and recovery rather than only the ideal path.
Documentation and team handover
Provide practical workflow guidance, ownership information, and a review process for future changes.
Deliverables, responsibilities, timelines and costs are confirmed in the project scope before work begins.
Local context. Connected delivery.
Built around your market.
MoroccoSpainUnited KingdomFranceSwitzerland
For teams working across Morocco, Spain, the UK, France, and Switzerland, the workflow brief should identify language, working hours, customer ownership, and data handling requirements. We scope automation around those practical decisions instead of assuming one follow-up sequence fits every market.
How the work takes shape
Explore a customer workflow before automating it.
Select a stage to see the information, ownership, and handover decisions behind a practical CRM journey.
Capture
Start with an enquiry the team can use.
A useful capture process collects the information needed for the next action.
Why this matters
Identify the form or channel that starts the workflow.
Your next move starts with a conversation
Let’s define the right next step.
Share your business, priorities and current setup. Or select the services you have in mind below.
Your ambition. Our next brief.
Big ideas deserve
a clear next move.
A new website, a custom business system, or a connected marketing strategy. Tell us what you have in mind.
Selected client projects across service businesses and ecommerce.
How can we help
your business move forward?
Select one or more services. We’ll bring your choices into the project brief.
Choose the services you’re interested in.
From brief to delivery
A process you can follow.
Map
Choose a customer journey and record the current process and responsibilities.
Simplify
Resolve unclear ownership or unnecessary steps before adding automation.
Implement
Configure the agreed pipeline, rules, and integrations in reviewable stages.
Handover
Check the important scenarios and document how the team operates the workflow.
Before we start
Your questions, answered.
Do we need to replace our current CRM?
Not necessarily. We first review whether the existing tools can support the required process. Configuration, a small integration, or clearer ownership may resolve the main issue.
Can automation handle every customer conversation?
It should not be assumed to. We define the repeatable steps and where human judgment or a personal response is required. Clear handover points are part of a useful workflow.
Which tools can you connect?
The available integration depends on the tools, permissions, and supported interfaces. We confirm the requirements and constraints before committing to a connection.
Can you build a custom system if the workflow needs it?
We can assess whether a custom system is appropriate for the requirements. The decision should include maintenance, access, documentation, and long-term ownership as well as the initial build.
What happens after the workflow is delivered?
The scope should identify who owns the system, how the team is trained, and how changes and failures are handled. Ongoing support can be discussed separately.