Client build, names hidden
Contractor asks his CRM on WhatsApp
A contractor had a big HubSpot CRM that nobody had time to read.
- Trade
- Construction
- Tools
- OpenClaw agent
- HubSpot
Before and after
Before
- Years of deals sit in the CRM.
- Old deals go quiet and nobody notices.
- Duplicates pile up.
- A simple report means clicking through tabs.
After
He asks on WhatsApp and the CRM answers.
What we built
- Ask in plain words. Last 24 hours stats: new contacts, companies and deals.
- Finds frozen deals. Deals with no action in a while, listed.
- Duplicate check. It samples contacts and finds shared phone numbers and duplicate company names.
- Checks the schedule. A heartbeat checks for tasks in the schedule.
- Where you chat. It can sit on WhatsApp, Telegram or Slack.
CRM full of deals nobody reads?
Tell us about the one report you rebuild by hand every week.
Or send one sample file on WhatsApp (opens WhatsApp). Fake names are fine.
Show us your CRM
We reply within one business day. No card, no contract.
More builds like this
His revenue sat in the CRM and the invoices, and every report was pulled by hand.
Rebuilt on test data40+ hourssaved each week, in the owner's wordsClutch review
HVAC company
Leads in DMs, bookings in Calendly, payments in Whop. Nobody could see where people dropped off.
Every lead lands in one sheet with its booking and its payment. A dashboard counts leads, booked, showed up and paid. The owner can see the step where people drop off.
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