CRM & Automation
When enquiries are scattered across WhatsApp, email and forms, nobody notices the customers you lose. Encode selects, implements or migrates the right CRM and uses n8n to connect every step from ad click to closed deal.
Messages sit in different channels, follow-up depends on individuals, and nobody knows who asked about what.
The system exists, but people drift back to spreadsheets; data is incomplete and reports can't be trusted.
The same data typed into three systems; quotes and reminders sent by hand.
A reasoned recommendation across Perfex, Kommo, Pipedrive, Odoo and Zoho, based on your processes, budget and team.
Pipelines, stages, fields, permissions and reports built around how you actually sell.
Customer and deal data cleaned, deduplicated and moved from old systems or spreadsheets.
Leads from ads, forms, WhatsApp and email assigned automatically by source, language or product.
CRM connected to your website, store, accounting, ad platforms and messaging, with error logging on every flow.
Short training and clear usage rules so the team actually uses it.
We document what happens today, from first enquiry to sale.
Pipeline, fields, automation rules and integrations, agreed in a written plan.
Built on test data first; every flow tested end to end.
Switch over with your team, then monitor and fine-tune flows in the first weeks.
Once the CRM is live, the next question is who fills it. AI Lead & Sales Automation builds target company lists, drafts personalised first-touch messages, runs follow-up sequences and logs replies straight into your CRM. Your new system starts filling from day one.
See AI lead automationOur case studies show the systems we've built: the client's challenge, what we did and how the system works today.
Read our case studiesFAQ
Setup time depends on scope and is confirmed in the review call. Scope is driven by the number of users, the data to migrate and the integrations; multi-channel integrations and migrations need more planning. We share a firm timeline in writing once the process map is done.
The right CRM fits your processes and the way your team will actually work. For example, Kommo can suit WhatsApp-led sales, Perfex suits teams wanting invoicing and projects together, and Odoo suits those needing ERP. We're not tied to any vendor.
n8n is an open-source automation platform that connects software and automates workflows. It can run on your own server, so you keep control of your data and costs don't scale per task. It lets us build reliable integrations without custom software.
No. We back up data before migration, map fields and remove duplicates. We test with a sample first, then move everything.
It depends on the CRM, number of users, integrations and migration scope; it's confirmed in the review call. CRM licence fees are paid separately to the software vendor.
We'll map your current enquiry-to-sale flow together and show you the biggest leak and how to fix it.
