All workAutomation case study
LeadPilot
CRM automation connecting ads, WhatsApp and sales pipelines with zero manual entry.
- Client
- Multi-branch services business
- Industry
- Sales & marketing operations
- Timeline
- 4 weeks
CRM buildWorkflow automationWhatsApp integrationReporting
Problem
- Leads arrived from ad forms, WhatsApp and phone calls into three places nobody reconciled.
- Follow-up depended on whoever remembered, so warm enquiries went cold within a day or two.
- Management had no reliable numbers on cost per lead or which channel actually converted.
Solution
- One pipeline that ingests every channel automatically, de-duplicates contacts and assigns an owner instantly.
- Templated WhatsApp and email sequences that fire on a schedule until a human takes over the conversation.
- A reporting view tying spend to closed revenue per channel, refreshed daily without manual exports.
Impact
70%
Reduction in manual data entry
<5 min
Average first-response time
1
Source of truth for every lead
The automation alone paid for the project within a quarter.