Sales & CRM Automation

Streamline Your Sales Pipeline. Personalize Customer Journeys. Close Faster.

Benefits of Sales & CRM Automation services provided by WhatifRetalytics

Turn your sales and customer relationship management into a well-oiled machine. WhatifRetalytics builds smart CRM workflows that automate lead nurturing, sales tracking, follow-ups, and customer engagement — so your team can focus on what matters: selling and growing.

Lead Capture & Auto Routing

Automatically collect leads from multiple sources and assign them to the right reps.

Sales Funnel Visibility

Real-time dashboards to track lead progress, conversion metrics, and rep performance.

Customer Segmentation & Personalization

Target your audience with precision using AI-based behavior insights.

Follow-Up Automation

Set rules to auto-schedule reminders, send emails, and log interactions without lifting a finger.

Integrated Communication

Sync calls, emails, and chats into a single, centralized CRM view.

Our sales and CRM automation solutions let you focus on closing deals, not chasing data.

We eliminate manual tracking, automate follow-ups, and provide real-time pipeline visibility — so your team spends more time selling and less time managing. Streamlined processes, smarter insights, and stronger customer relationships — all powered by intelligent automation.

Cutting-edge tools
that drive performance

If your technology is draining resources rather than optimizing them, we can get you back on track. A professionally managed services provider can give you the decisive edge to:

Accelerate sales cycles

Automate repetitive sales tasks and communication to move prospects faster through your sales pipeline.

Improve lead conversion rates

Nurture leads intelligently with timely, personalized follow-ups to boost engagement and close more deals.

Maintain consistent customer engagement

Stay top-of-mind with automated outreach that ensures no lead or customer is ever forgotten.

Reduce manual data entry and follow-up errors

Capture and manage customer data accurately through automated workflows, minimizing human errors and missed actions.

Get a 360° view of your customers and pipeline

Unify all customer interactions and sales data in one place for clear, informed decision-making.

Enhance Team Productivity

Empower your sales team with automation tools that reduce admin work and maximize selling time effectively.

What clients say about our Managed IT Services

Reviewed on
5/5
4.9
4.5/5

Let’s build your next-gen CRM automation system today.

Contact us

Partner with Us for Comprehensive IT

We’re happy to answer any questions you may have and help you determine which of our services best fit your needs.

Your benefits:
What happens next?
1

We Schedule a call at your convenience 

2

We do a discovery and consulting meting 

3

We prepare a proposal 

Schedule a Free Consultation