WeBeNext
/services/crm-marketing-automationCRM

CRM & Marketing Automation Systems

Lead capture, follow-up, and reporting that runs on its own — built for how your sales team actually sells.

CRM automation builds typically start at $12,000–$18,000 for core pipeline + 3 sequences. WeBeLead SaaS plans from £199/month (self-serve).

What this is

We build CRM and marketing automation systems that match how your team actually sells — not how a vendor thinks they should. The problem with HubSpot, Zoho, or Salesforce isn't the feature count; it's that you pay for 100 features and use 5, while the 5 you actually need don't quite fit your workflow. Our approach: we map your actual sales process, then build the automation layer around it. That might be a custom Laravel + React application (like WeBeLead, our own CRM product), or it might be a focused integration on top of your existing stack — connecting forms, WhatsApp, email, and your calendar into one pipeline view. What we typically deliver: - **Unified lead capture**: website forms, Facebook/Google lead ads, WhatsApp Business API, inbound email — all landing in one pipeline with source attribution - **Stage-based automation**: when a lead moves to "Qualified," the sequence triggers (email + WhatsApp template, task for rep, Slack notification). No manual enrollment. - **Response-time SLAs**: dashboard shows median first-response time by rep, by channel, by hour of day. Alerts when SLA breaches. - **Conversion funnel with drop-off reasons**: not just "lead to opportunity to closed," but why it stalled at each stage (no budget, wrong timing, competitor, ghosted). - **Two-way WhatsApp**: reps reply from the CRM; messages sync back to WhatsApp. Template management for Meta approval included. We've built this for: - Recruitment agencies placing 50+ candidates/month across WhatsApp + email - Marketing agencies managing 200+ client campaigns with shared lead pools - B2B service companies with 5–10 reps who need pipeline visibility without Salesforce complexity

Our process

  1. Sales process audit (1 week) — shadow reps, map current stages, identify automation candidates
  2. Data model & integration plan — lead sources, custom fields, WhatsApp/email providers, existing tools
  3. Core pipeline + automation (3–4 weeks) — stages, sequences, templates, SLA tracking, WhatsApp connect
  4. Reporting layer (1–2 weeks) — funnel, response time, rep scorecards, drop-off reasons
  5. Rollout & iteration — rep training, feedback loop, weekly retro for first month

Stack & why we use it

Laravel
Pipeline engine, queue workers for sequences, webhook handlers for WhatsApp/email
React + TypeScript
Rep dashboard, pipeline board, sequence builder, reporting UI
WhatsApp Business API (Cloud)
Two-way messaging, template management, webhook delivery receipts
Mailgun / SendGrid
Transactional & marketing email, bounce/complaint handling, tracking pixels
PostgreSQL
Lead data, activity log, sequence state, audit trail
Redis + Horizon
Queue workers, scheduled sequence steps, rate limiting for WhatsApp API

Who it's for

  • →Marketing and recruitment agencies juggling leads across email, WhatsApp, and forms
  • →Sales teams that have outgrown a shared spreadsheet but don't need enterprise software
  • →Founders who want one dashboard for pipeline, instead of four disconnected tools

What's included

  • ✓Lead capture from your site, ads, and WhatsApp into one pipeline
  • ✓Automated follow-up sequences (email and WhatsApp) tied to lead stage
  • ✓A pipeline view your team can actually keep up to date
  • ✓Reporting on response time, conversion, and where leads stall
  • ✓Integration with the tools you already run — no forced migration

Common questions

Can you migrate our data from HubSpot/Zoho/Salesforce?
Yes. We've migrated 50k+ lead records with custom fields, activity history, and pipeline stages. We run a test migration first, you verify, then we cut over on a weekend.
Do we have to use WeBeLead, or can you build on our existing CRM?
Either. WeBeLead is our product if you want a self-serve SaaS. If you're on HubSpot/Zoho and just need the automation layer, we build that integration. If you want a custom CRM, we build that.
How does WhatsApp pricing work?
Meta charges per conversation (user-initiated vs business-initiated). We set up the Cloud API, manage template approvals, and build the conversation routing. Your WhatsApp costs go direct to Meta; we don't markup.
What if our sales process changes next quarter?
The pipeline stages, sequences, and fields are all configurable in the admin. Adding a stage or changing a template takes minutes, not a dev ticket. We hand over the config guide.
Do you handle email deliverability?
Yes — DKIM/SPF/DMARC setup, warm-up schedule, bounce/complaint monitoring, and suppression list management are included in the build.