Funnels & CROPaid AdvertisingCRM & Automation
5.7x ROASFinancial advisory
Mauro Schileo
A free webinar on the new budget law, run on WebinarJam with Meta Ads and CRM follow-up. 5.7x return on ad spend.
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CRM & Automation
Never lose a lead again.
We connect your forms, ads, calendar and CRM so every lead is captured, followed up in minutes and tracked to the sale, without anyone copying data by hand.
What we do
Everything included, nothing wasted.
- CRM set up around how you actually sell
- Instant follow-up by text, email and WhatsApp
- Dashboards that show cost per sale, not just leads
The goal
Faster follow-up, more leads closed
CRM setup
HubSpot, GoHighLevel or a custom pipeline, set up around your sales steps.
Lead routing
The right lead to the right person, the second it comes in.
Follow-up sequences
Texts, emails and WhatsApp messages that go out on their own.
Integrations
Forms, ads, calendar, payments and CRM talking to each other through Make or Zapier.
Reporting
One dashboard: leads, calls booked, sales and cost per sale.
AI assistants
Chat and voice assistants that answer, qualify and book, around the clock.
We work withHubSpotGoHighLevelMakeZapierWhatsAppGoogle Sheets
How it works
Four steps, no surprises.
- 01
Map
We draw how a lead moves today, and where it gets lost.
- 02
Connect
Forms, ads, calendar and CRM wired together, tested end to end.
- 03
Automate
Follow-ups, reminders and hand-offs that run without anyone pressing a button.
- 04
Measure
From click to sale in one view, so you know what to scale.
Work
CRM & Automation, in the real world.
FAQ
Good questions.
The one your team will actually use. For most small businesses that is HubSpot or GoHighLevel; for simple flows, a well-built Google Sheet is enough to start.
Almost always. If it has an integration or an API, we can connect it through Make, Zapier or custom code.
Within 5 minutes. Response time is the biggest single factor in closing a lead, and automation makes it possible every time.
Guides
CRM & Automation, explained.
CRM & AutomationOct 2, 2026 · 12 min read
Speed to lead: what the research really says, and how to answer every lead in 5 minutes
The famous "21x" stat, where it actually comes from, how fast businesses really respond, and a step-by-step automation you can set up this week.
CRM & AutomationAug 20, 2026 · 10 min read
CRM data for Meta and Google Ads: how to send lead quality back and get better campaigns
Meta and Google only optimize for what you tell them. Send qualified leads, booked jobs and closed deals from your CRM back to both platforms, and they start finding more people like your best customers.
CRM & AutomationMay 14, 2026 · 7 min read
B2B lead nurturing with email automation: a practical guide for small teams
Most B2B leads are not ready to buy the day they fill out your form. How to build an automated email nurture that keeps you top of mind, hands warm leads to sales and stays compliant.
Free proposal
Let’s build your growth machine.
Tell us where you want to grow. Within one business day you get a call with a real plan and a clear price. Whether you hire us or not.
- Reply within one business day
- A 30-minute call, no pressure
- One flat price, agreed before we start
Prefer email? info@optiflowcompany.com