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Built Around Your Process
We configure the CRM to match how your business sells, not the other way round.
CRM with AI Automation Services
Turn Every Enquiry Into a Managed Relationship.
Capture every lead. Follow up on time. Let automation handle the routine work.
Leads arrive from your website, ads, social media, WhatsApp and phone calls. Without a clear system, enquiries get missed, follow-ups are delayed and valuable customer information stays scattered across inboxes and spreadsheets.
At Brand Synthesis Global, we set up and customise CRM systems and connect them with AI-powered automation, so your team can respond faster, nurture leads consistently and see exactly where every opportunity stands.
Whether you are adopting a CRM for the first time or getting more from an existing one, we build the workflows around how your business actually sells and serves customers.
Less manual work. More meaningful conversations.
Let’s Automate Your Sales Process
CRM with AI AutomationFree consultation
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Our CRM & AI Automation Services
From choosing the right platform to automating everyday tasks, we set up a system your team will actually use.
Let’s Automate Your Sales Process-
01
CRM Strategy & Platform Selection
Our services include:
- Review of your sales and service process
- Requirement mapping across teams
- Platform recommendations to fit your budget
- Data and migration planning
- Implementation roadmap
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02
CRM Setup & Customisation
Our services include:
- Pipelines and deal stages
- Custom fields, tags and properties
- User roles and permissions
- Data import and clean-up
- Dashboards for every team
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03
Lead Capture & Integration
Our services include:
- Website and landing page forms
- Meta and Google lead ad integration
- WhatsApp and email enquiry capture
- Call and chat lead logging
- Duplicate and source tracking
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04
AI Chatbots & Assistants
Our services include:
- Website and WhatsApp chatbots
- Lead qualification questions
- Answers to common customer queries
- Appointment and demo booking
- Hand-off to your team when needed
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05
Workflow & Follow-Up Automation
Our services include:
- Automatic lead assignment
- Follow-up reminders and tasks
- Email and WhatsApp sequences
- Stage-based notifications
- Re-engagement of inactive leads
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06
AI Lead Scoring & Insights
Our services include:
- Lead scoring based on behaviour and fit
- AI-assisted summaries of conversations
- Next-best-action suggestions
- Sentiment and intent signals
- Priority lists for your sales team
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07
Reporting & Analytics
Our services include:
- Lead source and campaign reports
- Pipeline and conversion tracking
- Team activity dashboards
- Revenue and forecast views
- Scheduled performance summaries
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08
Training & Ongoing Support
Our services include:
- Team onboarding and training
- Simple usage guides
- Workflow improvements over time
- New automation as you grow
- Ongoing technical support
Our CRM & Automation Process
A practical approach that starts with your process and ends with a system your team relies on every day.
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Step 1
Audit
We review how leads arrive, how your team follows up and where opportunities are being lost.
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Step 2
Plan
We recommend the platform, pipelines, automation and integrations that fit your business.
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Step 3
Build
We set up the CRM, connect your lead sources and configure workflows and AI tools.
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Step 4
Test
We test every form, workflow and notification before your team goes live.
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Step 5
Train & Launch
We train your team, migrate your data and support the launch.
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Step 6
Optimise
We review performance and add new automation as your needs evolve.
Why Choose Brand Synthesis Global?
Our goal is a system that helps your team respond faster and close more of the right opportunities.
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Marketing and Sales Connected
Because we also run campaigns, we connect your ads, website and CRM into one lead journey.
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Practical AI
We use AI where it saves time and improves response, not as a gimmick.
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Platform-Neutral Advice
We recommend the CRM that suits your team size, budget and goals.
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Support After Launch
We stay involved with training, improvements and new automation as you grow.
Ready to Stop Losing Leads?
A well-built CRM with the right automation gives your team clarity, consistency and more time for the conversations that matter.
Want to see where automation can help your business?
Let’s review your current process and map the right next step.
FAQ
Frequently Asked Questions
We recommend a platform after understanding your process, team size and budget. Common choices include HubSpot, Zoho CRM and Salesforce, and we can also work with the CRM you already use.
AI can help qualify leads through chatbots, score leads, summarise conversations, suggest next steps and answer common customer questions, so your team focuses on the most valuable work.
Yes. We integrate website forms, Meta and Google lead ads, WhatsApp and other enquiry channels so every lead lands in one place.
Yes. We clean, map and import your existing contacts, deals and history as part of the setup.
We include onboarding and simple guides so your team is comfortable using the system from day one.
Cost depends on the platform, the number of users, integrations and the level of automation. We recommend a customised proposal after reviewing your requirements.
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