sales automation

Automate sales activities while keeping people in control.

Makers helps sales teams find opportunities, respond better, qualify contacts and coordinate next steps with integrated products, agents and systems.

Fewer repetitive tasks. More follow-up with context.

prospectingcustomer servicequalificationfollow-uptasks
makers · connected sales workflow
operational pipeline12 tasks with context

Automate what slows your team down while preserving sales judgement.

Sales automation is useful when it turns repetitive tasks into clear workflows while keeping sensitive decisions, customer relationships and business validation in human hands.

01

Prospecting

Research companies, organise lists and prepare outreach by region, segment or campaign.

02

Data enrichment

Bring together websites, contacts, digital channels and useful signals before reaching out.

03

Enquiries across channels

Receive enquiries through WhatsApp, Instagram and forms without losing conversations.

04

Assisted replies

Suggest replies with context, retaining human review whenever the situation calls for care.

05

Qualification

Structure questions, intent, urgency, fit and next steps for sales.

06

Follow-up

Create reminders, tasks and messages aligned with the actual conversation history.

07

Tasks and approvals

Route opportunities, request internal validation and maintain traceability throughout the process.

From discovery to follow-up, with context at every handover.

The aim is not to put sales on autopilot. It is to reduce friction, clarify responsibilities and give your team better information for decisions.

01

Discover companies

Research segments, regions and target accounts using clear commercial criteria.

02

Capture interest

Receive signals from WhatsApp, Instagram, forms or campaigns.

03

Qualify the conversation

Gather context, intent, needs, urgency and possible next steps.

04

Route the opportunity

Hand over to your team, CRM or operations with a summary and essential information.

05

Track tasks

Manage approvals, follow-ups, reminders and internal responsibilities.

06

Measure results

Monitor volume, status, conversations and points where the workflow needs adjustment.

For sales operations that need consistency, not unrealistic promises.

B2B sales teams

When you have lists, territories, follow-up and several people working on the same pipeline.

Agencies

To organise prospecting, social media enquiries and initial contact with potential customers.

Professional services

Consultancies, clinics, training providers, property businesses and teams that rely on relationships and context.

Local businesses with digital channels

When WhatsApp, Instagram and your website already generate demand, but replies are still manual.

Businesses with an underused CRM

To connect data, tasks and channels before asking your team to update everything manually.

Frequently asked questions about sales automation.

Does sales automation replace the team?

No. Makers provides operational support for repetitive tasks, gathering context and coordinating next steps. Sensitive decisions, sales relationships and approvals remain with people.

Can we keep people in control of replies?

Yes. Workflows can include review, approval or manual handover before a message is sent, especially in important sales conversations.

Does this integrate with a CRM?

It depends on the CRM and your current process. Makers can design integrations, exports or intermediate layers to bring contacts, tasks and context into the right system.

Does it work with WhatsApp and Instagram?

Yes, when permissions, available channels and each platform’s rules allow integration.

What data is used to qualify contacts?

This can include data provided by the customer, information gathered in conversations, form fields, sales lists and public signals, always respecting permissions and purpose.

How long does implementation take?

It varies with the integrations, channels, CRM and level of human approval required. We usually start by mapping the workflow, prioritising one use case and building a controlled first version.

Does automation guarantee more sales?

We do not promise guaranteed results. Automation improves consistency, organisation and responsiveness; sales performance depends on your offering, market, team, data and execution.

Would you like to design a smarter sales workflow?

Bring your current process: where contacts come in, who replies, what data is missing and where follow-up gets lost. Makers helps turn it into a clearer operational workflow.

LanguageYour choice is remembered for your next visit.