Marketing Automation

Follow up in seconds, not days.

For teams leaking pipeline between lead capture and close — WhatsApp, email, and CRM flows with scoring and routing built in.

Lead pipeline view showing automated follow-up and CRM routing
Automation live
WhatsApp · Email · CRM
Problems we solve

Where leads go to die.

Common failure modes when capture works but conversion systems don't.

01

Manual follow-up

Leads sit in spreadsheets or inboxes. Response time is hours or days — competitors reply first.

02

No lead scoring

Sales treats every lead the same. High-intent prospects wait while low-quality volume floods the queue.

03

Broken CRM routing

Ownership is unclear. Leads bounce between people, channels, and tools without a single source of truth.

04

Channels that don't talk

WhatsApp, email, and ads operate separately — no shared context, no attribution on what actually closed.

What we deliver

Automation that protects pipeline.

Flows, scoring, and CRM wiring that turn lead volume into revenue velocity.

WhatsApp Flows

Instant response sequences with qualification, handoff, and human takeover when needed.

Email Automation

Lifecycle and nurture programs tied to behavior — not blast calendars.

Lead Scoring

Intent signals that prioritize who sales should touch next.

CRM Integration

Clean routing, ownership, and stage updates across HubSpot, Zoho, or your stack.

Multi-channel Orchestration

WhatsApp, email, and SMS coordinated so prospects get one coherent path.

Ops & Reporting

Response-time, conversion, and SLA views so leaks are visible weekly.

Process

From map to always-on flows.

We wire the system to your funnel — then tighten based on real conversion data.

  1. 01 / 05

    Map

    Trace lead sources, handoffs, SLAs, and drop-off points across tools and people.

  2. 02 / 05

    Design

    Define triggers, scoring, routing rules, and the minimum viable automation set.

  3. 03 / 05

    Build

    Implement flows in your stack with tests, fallbacks, and clear human escalation paths.

  4. 04 / 05

    Connect

    Wire CRM, ads, and messaging so every lead has ownership and context.

  5. 05 / 05

    Optimize

    Tune timing, copy, and scoring from conversion data — not gut feel.

Technology

Stacks we automate in.

We prefer your existing tools. These are the platforms we ship with most often.

Messaging

  • WhatsApp
  • WATI
  • Interakt
  • SMS

Email

  • HubSpot
  • Customer.io
  • Brevo
  • Custom

CRM

  • HubSpot
  • Zoho
  • Salesforce
  • Pipedrive

Automation

  • n8n
  • Make
  • Zapier
  • Native workflows

Data

  • Webhooks
  • UTMs
  • Event tracking
  • Pulse
Sample engagement

From spreadsheet follow-up to a scored revenue path.

Growth-stage brand · WhatsApp + CRM

Lead pipeline with automated follow-up and scoring
B2B lead gen brandMulti-channel inbound · WhatsApp + CRM
Audit

Follow-up map

Channels, handoffs, and response gaps

Design

Automation blueprint

Flows, scoring, and CRM routing

Sprint

Live WhatsApp path

Scored pipeline with Pulse reporting

Problem

Leads from paid social were followed up manually across WhatsApp and spreadsheets — response times dragged and sales had no shared scoring.

What we install

  • Install WhatsApp automation with qualification and CRM routing
  • Add lead scoring so sales prioritizes high-intent conversations
  • Connect attribution so follow-up quality shows up in weekly reporting

Illustrative engagement shape — scoped to your funnel and stack on the call.

Why Peergrowth

How we compare for automation.

Qualitative tradeoffs — so you can pick the model that fits your stage.

CategoryPeergrowthHiring internallyFreelancersTraditional agencies
Time to live flowsDays to first automationHire + ramp cycleTool-limited buildsLong discovery phases
System depthMessaging + CRM + scoringDepends on ops hireUsually one toolOften email-only
Sales alignmentRouting + SLAs designed inInternal negotiationRarely ownedMarketing-side only
MeasurementResponse time + conversionTooling dependentMinimal reportingOpen/click vanity metrics
Commercial modelOutcome-alignedOngoing headcountHourly / unpredictableHigh fixed retainers

Scroll horizontally to compare all options.

FAQ

Automation questions, answered.

Straight answers. Anything else is better on a call.

No. Automation handles speed and routing. Humans handle judgment and closing — with better context and less busywork.

Next step

Ready to stop leaking pipeline?

Book a strategy call. We'll map your lead path and the fastest automation that improves close rate.