Sales Automation
Every Lead Answered. Every Record Up to Date.
Gionix connects your website, inbox, WhatsApp and CRM so new enquiries are qualified, logged and followed up within minutes, and your sales team spends its time on conversations that matter.
Sound familiar?
Where the Time Goes Today
The pattern we see in most teams before this automation is in place.
- 01
Enquiries sit unanswered for hours because the team is in meetings or on calls.
- 02
Leads are copied by hand from forms and inboxes into the CRM, and many never make it.
- 03
Follow-ups depend on memory, so warm prospects quietly go cold.
- 04
Proposals take days to prepare and look different every time.
- 05
Nobody can say with confidence which leads are worth chasing this week.
What gets automated
The Tasks That Stop Being Manual
Each of these is delivered as a working workflow connected to your tools.
Lead capture
Every form, chat, email and WhatsApp enquiry becomes a structured lead in your CRM, with source and context attached.
Lead qualification
Enquiries are scored on fit, budget signals and urgency using rules you define, so the best leads are obvious.
Automated lead follow-up
A relevant first reply goes out within minutes, followed by timed reminders across email and WhatsApp until there is a response.
CRM automation
Records are created, enriched, deduplicated and moved between stages as activity happens, not when someone remembers.
Appointment booking
Qualified leads are offered live calendar slots, confirmed and reminded automatically.
Proposal automation
Call notes and CRM data are turned into a first-draft proposal in your own template, ready for review.
Outreach automation
Personalized outbound sequences run on schedule, with replies routed straight to the owner.
How the workflow runs
Step by Step, Without Anyone Remembering
A typical inbound sales workflow: from enquiry to booked meeting without a single manual step.
- 01
Website Form
Enquiry submitted
- 02
Lead Captured
Source and context stored
- 03
AI Qualification
Fit and urgency scored
- 04
CRM Updated
Contact, deal and owner set
- 05
Personalized Follow-Up
Email now, WhatsApp if silent
- 06
Meeting Booked
Slot confirmed, team briefed
Business outcomes
What Changes for Your Team
Faster first response
Prospects hear back while they are still interested, regardless of the time or who is available.
A CRM you can trust
Every lead, note and next step is recorded consistently, so pipeline reviews are based on facts.
No lost follow-ups
Reminders and multi-channel sequences run until the lead replies or is closed.
More selling time
Salespeople stop doing data entry and spend their day on qualified conversations.
Integrations
Works with the tools you use for sales
Common connections for this service. Not listed? Most tools with an API can be connected.
All integrations- HubSpot
- Pipedrive
- Zoho CRM
- Salesforce
- Gmail
- WhatsApp Business
- Google Calendar
- Calendly
- Typeform
- Slack
Examples
How Businesses Use Sales Automation
Inbound enquiry handling for a service business
Website and WhatsApp enquiries are qualified, logged in the CRM and answered with a tailored message that reflects the service requested.
- Enquiry received
- Qualified
- CRM record
- Tailored reply
- Call booked
Lead routing for a multi-branch company
Leads are assigned to the right branch or salesperson based on location, product and capacity, and the owner is notified instantly.
- Lead in
- Rules applied
- Owner assigned
- Notification
- SLA tracked
Quote preparation for a B2B supplier
Requests for quotes are read, priced from a rate sheet and drafted into a quote document for a human to approve and send.
- RFQ email
- Items extracted
- Priced
- Quote drafted
- Approved and sent
How it works
From Repetitive Task to Running Automation.
A clear, four-step process. You see a working version before anything touches live data.
- 01
Discover
We identify repetitive processes and automation opportunities.
- 02
Build
We design, connect and test the workflow.
- 03
Launch
Your automation goes live.
- 04
Improve
We monitor and optimize it as your business evolves.
FAQ
Sales Automation Questions
What clients usually want to know before starting.
Will automated follow-ups sound robotic?
No. Messages are written in your tone and reference what the lead actually asked for. You approve the templates and the rules, and anything unusual is handed to a person.
Which CRMs do you work with?
HubSpot, Pipedrive, Zoho, Salesforce and most modern CRMs with an API. If you are not using a CRM yet, we can recommend and set one up.
Can leads still be handled manually when we want?
Yes. You decide which leads are automated and which are routed straight to a person, and you can pause any sequence at any time.
How quickly can this be live?
A standard lead capture and follow-up workflow is usually live within a few weeks, depending on how many channels and tools are involved.
Which sales task would you automate first?
Describe it in a sentence or two. We’ll reply with how it could work with your tools.
- A short reply from a consultant, not an automated sequence.
- A clear view of whether your task can be automated and roughly what it involves.
- No commitment. Many first conversations end with advice, not a proposal.