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CRM and automation built around your process

If leads get lost in messengers and reports are assembled by hand, it is time to automate. We build a system that follows how you work instead of forcing you to adapt.

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Fig. 04CRM & automation
§ 01

What's included

We tailor the scope to your goals and budget. Usually it includes:

  1. Leads, clients and contractors
  2. Roles and permissions
  3. Bots and notifications
  4. Integrations with site, ads and payments
  5. Reports and dashboards
  6. Migration from spreadsheets
§ 02

In detail

What we usually automate

  • Lead intake from sites, forms, bots and calls into one queue.
  • Routing leads to staff or contractors by rules and priority.
  • Control: reminders, statuses, overdue tasks.
  • Money: payments, commissions, balances.
  • Reports by ad channel: cost per lead and how many leads became orders.

Built on our own product

Saport runs on our own system: leads from a dozen websites, AI parsing of requests, distribution to pros by service area, offers, chat, anti-fraud, daily reports and Google Ads conversion feedback. We bring the same logic to client projects.

§ 03

Stages

We agree on every stage with you and show results before moving on.

1

Process review

Interviews and a map of how leads and money move.

2

Prototype

Screens, roles and logic sign-off.

3

Development

System, bots, integrations, data migration.

4

Rollout

Team training, support and iteration.

§ 04

Questions

Why not an off-the-shelf CRM?

Ready CRMs are great for standard sales. For non-standard flows — contractors, offers, zones, commissions — a custom system is cheaper in the long run.

Where is the data stored?

On your server or cloud. You own all access.

Got a project? Write to us.

A couple of sentences is enough. We reply with a plan, timeline and budget — the estimate is free and non-binding.

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