Customer issue
The company faced a real challenge: ineffective lead follow-up. Its process was entirely manual, which slowed down responses and complicated management.
In practice, each lead received via form had to be processed manually, which meant :
- Response times too longleaving some prospects stranded for hours.
- High risk of lossAs a result, potential customers turned to more responsive competitors.
- Administrative overloadwith tedious manual entry in the CRM.
Without automation, these frictions had a direct impact on sales, missing out on valuable commercial opportunities.
Work carried out by ActivDev
We designed an intelligent automation system with Make.com, enabling us to react instantly to new leads and streamline the sales follow-up process.
Automation implemented :
- Instant notification in Discord as soon as a prospect fills in a form, with all key information.
- Automatically add the prospect to the CRM, eliminating the need for manual data entry.
- Automatic callback after 24 hours if no team member takes over the lead.
- Generation of a first automatic message via AI, confirming to the customer that his request has been received and that an advisor will contact him shortly.
Objective: Zero missed leads and optimized response times.
Optimization and Results
With this new automation, the company was able to :
- Improve your conversion rate, by drastically reducing the number of unprocessed leads.
- Improve responsiveness, with immediate handling of leads.
- Reduce your administrative workload by automating CRM additions and reminders.
Next step
We are now working on :
- Full automation of the booking process, with calendar synchronization.
- The integration of an automatic payment module, including invoicing and immediate confirmation.
Project impact
Thanks to this solution, the company no longer loses any leads and can concentrate on its core business. Automation has reduced the time spent on manual follow-up by 70%, while improving the quality of customer relations.
Results
+73% of commercial conversions.