A B2B service provider was using a basic CRM setup, but their sales process was scattered, manual, and hard to manage. PopsClix built a fully automated sales system—tracking deals, triggering follow-ups, and structuring their pipeline. Within 90 days, they doubled their active pipeline and cut lead leakage by 80%.

We mapped their sales process into a clean, customizable CRM layout—built to match their real-world funnel. Automations created follow-up tasks, moved deals based on activity, and alerted reps when action was needed.

Leads were auto-tagged, prioritized, and placed into smart nurture flows. No more missed follow-ups or cold leads sitting idle—every opportunity was tracked and moved forward automatically.

From scattered notes to a structured, scalable systemBefore PopsClix, they relied on memory and spreadsheets. Now, their CRM works like a sales assistant—keeping reps focused, leads warm, and the pipeline full.