A CRM that doesn’t talk to your WhatsApp and your other tools is nothing more than a fancy Excel sheet. Our service implements a CRM that works with the AI agent, with WhatsApp automation, and with your operational systems — all turnkey.
Why You Need a CRM (and Why Most of You Don’t Use It Right)
The most common reason a CRM fails at an SMB isn’t the tool’s quality — it’s that no one uses it. The team keeps logging in Excel, in personal WhatsApp, or in their head. The CRM stays empty.
Our solution: we build the CRM so automation fills it on its own. Your team isn’t required to log — the AI agent, WhatsApp, and the website feed the CRM themselves.
What’s Included in the Service
1. System Selection
Which CRM is right for you? It depends on size, vertical, budget, and your existing stack. We’ll give an informed recommendation:
- HubSpot CRM — powerful, free at the base tier, excellent for starters. Add-ons can get pricey
- Pipedrive — sales-focused, clean interface, mid-range pricing
- Monday.com — flexible, suits agencies and project-based teams
- Zoho CRM — low price, broad capability, more complex to learn
- A local Israeli system — sometimes fits accounting and local regulations
We’re neutral — we don’t push a specific platform.
2. Setup and Configuration
- Importing existing customer data (from Excel, an old system, Google Contacts)
- Configuring custom fields for your business (service type, source, channel, status)
- Defining funnel stages (pipeline) that match your sales process
- Granting permissions to the team
3. WhatsApp and AI Integration
This is the critical component:
- Every WhatsApp conversation → automatic CRM logging with tags, status, summary
- The AI agent feeds data — name, phone, inquiry type, next step
- Automatic alerts to the team when there’s an urgent inquiry or a hot lead
4. Workflow Automations
- Hot leads → immediate alert to the seller / manager
- No response within 24 hours → manager alert for follow-up
- An existing customer sends a question → routed to the seller who handled them before
- A customer who hasn’t bought in 90 days → “check-in” automation
5. Reporting and Analytics
- Where do leads come from? Which channel brings the most? Which brings quality?
- How long is the average sales cycle?
- Which product / service sells best, and to whom?
- Appointment fill rate, cancellations, win rate
Who Needs This
A business that hits one of these triggers:
- More than 3 sales / service people — manual coordination breaks
- More than 100 active customers — you can’t keep it all in your head
- A long sales cycle (over 2 weeks) — you need to track stages
- You want to hand the company to a new manager / CEO — you need a transparent system
- You want an AI agent that logs by itself — you need a CRM behind it
Verticals we work with intensively:
- Clinics — booking-system connection
- Professional services — case / inquiry tracking
- Online stores — Shopify / WooCommerce connection
- Agencies — project / client management
When Not to Order
We’ll tell you honestly:
- A solo operation or 2–3 active customers — no ROI. A Google Sheet will do
- You’re not ready to change processes — a CRM without process change is wasted money
- You want a CRM “because everyone has one” — not a business reason
Price Frame
| Tier | Scope | Typical price |
|---|---|---|
| Basic implementation | CRM, import, configuration | ₪2,500–5,000 one-time |
| Integration with WhatsApp + AI | Adding connections | +₪3,000–8,000 one-time |
| Operational connections | Booking, billing, store | +₪2,000–6,000 one-time |
| Monthly maintenance | Tuning, updates, support | ₪400–1,500/month |
The CRM license itself (HubSpot / Pipedrive) is separate, directly from the vendor.
What’s Next
Book a consultation — we’ll come back within one business day. We’ll go over your needs, recommend a suitable system, and provide a rough cost estimate.
Notes: Prices are market ranges based on local integration providers as of 04/2026. Not a binding offer. CRM license prices vary by plan and seat count — we’ll check the vendor’s current site.