Your customer records live in one place, and every new request reaches sales at once.
A request from an ad, a web form or WhatsApp lands in the customer record on its own. Your salesperson is told by Telegram, WhatsApp, the panel or email and has the lead's phone number in front of them straight away. Who called, which proposal went out and the next step are all on the same record.
The infrastructure we build on
HubSpot
Supabase
PostgreSQL
Airtable
Gmail
Slack
Google Sheets
No request waits,and no customer sits on two rows.
If the same person writes a second time, no new row opens; the message goes onto their existing record. Empty fields and requests nobody has answered stay flagged in the list, and the report comes out of that same record.
An unanswered request raises an alert
A lead not called within the time you set, a record with no phone number and a late proposal all reach you as alerts. No request waits without anyone noticing.
How complete each record is gets measured
You decide which fields are required. The share of records with a phone number, a source and a next step shows in the panel as a score.
You see where sales are waiting
Records per stage, average time to close and the records that have not moved for a while sit on one screen. Nobody scans the list by hand.
When customer details are spread across phones, notebooks and spreadsheets,requests go missing quietly.
In many businesses customer details sit separately on a salesperson's phone, in a notebook and in a spreadsheet. When that person is away or a request slips past, the customer quietly goes elsewhere. With one record, who spoke to whom is in front of everyone.
A ready platform,or your own infrastructure?
We build both. Data ownership and how much you need to customise decide the choice. If you use HubSpot today we do not suggest moving; the build runs on top of it.
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Record per customer
Even if the same person writes through a form, an ad and WhatsApp, it all gathers on one record. Which proposal went to whom is read from that record.
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Details deleted without telling you
During migration the missing and conflicting fields are listed and you make the call. Nothing is deleted or overwritten without asking you first.
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Panel
The sales pipeline, incoming requests and customer history sit on one screen. The team works from one panel, and the report comes from the same place.
Speed to start
HubSpot opens within days, your own infrastructure takes weeks. If the need is urgent, we start with the platform.
Data ownership
On your own infrastructure all the data stays with you. Businesses holding sensitive data take this route.
Customisation
A ready platform comes with its own limits. If your sales process is unusual, your own infrastructure is built around it.
Cost structure
A platform charges per user each month, while on your own infrastructure the cost sits mostly in the build. As the team grows, the platform bill grows with it.
Reporting
If standard reports are enough, the platform's own reports are used. If you need a custom report, it is written during the build.
CRM and customer management Frequently asked questions
CRM stands for customer relationship management. Each customer's contact details, call history, proposals and next step sit on one record. From it, the sales team sees who to call back and when.
Meta and Google lead forms, the form on your website and your WhatsApp line are connected to the customer record. When a new request comes in, the person is saved automatically and your salesperson is told. On NewSail's website, form requests reach the customer record this way.
No. If you use HubSpot the build runs on top of it. Moving is only discussed when you hit the platform's limits and you want to.
It is migrated. During migration duplicate records are flagged, missing fields are listed and the merge rules are written together with you. Nothing is deleted without you being told.
Yes. In real estate, listings, requests and customer records run in one system. The system we designed for Kerem Ali Yorukoglu is a version of our real estate platform AGENTSUP made for him. A listing studio, social media management, WhatsApp and land registry data sit in the same panel.
If we build on your own infrastructure, entirely with you. If HubSpot is chosen, on the platform; which fields go there is written during the build. The records are not used for model training.
The build follows how your team works today. Cutting the number of fields is the fastest way to shorten the learning time; we simplify it together during discovery.
The first week goes to discovery, where we find out how many separate places hold customer details and which fields clash. Then we show you a demo and start the migration once you approve. The first live workflow opens within 4-8 weeks; the timing depends on data volume and migration quality. Your own timeline is written into the discovery report.
Where this is used
- WhatsApp automation: one number, approved messages, a kept historyWhatsApp automation is a setup in which a business runs its WhatsApp conversations through the WhatsApp Business API on one number, and notifications go out by rule. ALTAI Digital builds it so that several people can answer from the same number. Booking, order and payment notices go out as templates approved by Meta. Replies to common questions are drafted, and a person decides what is sent. The conversation history stays with the business and links to the customer record.
- Estate agent CRM: every enquiry recorded, matched and followed upAn estate agent CRM keeps buyer and seller records, incoming enquiries and the link to your listings in one system. ALTAI Digital builds it around how your office already works: an enquiry lands in the same list whether it came from a portal, WhatsApp or Instagram, and is assigned to an agent. What a buyer is looking for stays on the record, so a new listing can be matched against it. Migrating an existing archive is part of the build.
- Clinic CRM: the enquiry is recorded, the clinical record stays putA clinic CRM keeps enquiries, contact history and follow-up scheduling in one system. ALTAI Digital does not touch the clinical record: consultation notes, diagnoses and treatment details stay in your own clinical software. The CRM holds who enquired, through which channel, who is dealing with it and where the process stands. Health data is kept out of that flow, which keeps the GDPR position simple.
- Booking system: clients pick the time, your business sets the rulesA booking system is an online calendar where clients pick their own time and reminders go out automatically, on the business's own rules. ALTAI Digital builds it for salons, studios, clinics and restaurants in the Netherlands and the UK. Service length, buffer time, staff availability and holidays are set as rules. The calendar syncs both ways with Google Calendar or Outlook. Reminders go out a day and two hours before, with a cancel link inside. A cancelled slot returns to the calendar and the waitlist is notified.
- CRM implementation: customer records move out of scattered spreadsheetsCRM implementation means bringing customer records, incoming enquiries and the sales pipeline into one system. ALTAI Digital builds it around how your team already works: you decide the required fields, duplicates merge without losing their history, and incomplete records stay visible rather than hidden. The system runs either on the platform you already use or on your own infrastructure, and the reason is written down. Weekly and monthly reports are produced in a set format.
- Estate agent website: listings on your own domain, area pages that get foundAn estate agent website holds the agency's listings, area pages and enquiry forms on its own domain. Portals collect the listings: Funda in the Netherlands, Rightmove and Zoopla in the United Kingdom. The agency's own site keeps the portfolio at its own address and appears for area searches. ALTAI Digital builds the site for that job. Listings come from the portfolio system, valuation and enquiry forms land in the CRM, and WhatsApp sits on every listing page. The footer carries company details and GDPR notices. Live in four weeks.
Terms explained
- WhatsApp Business API pricingWhatsApp Business API pricing is the set of charges that Meta applies to each message a business delivers to a WhatsApp user. The rate depends on the message category and on the recipient's country calling code. Meta has charged per message since 1 July 2025. Messages from customers to a business are free, and a partner's fee for running the account is a separate line from Meta's charge.
- CRMCRM is software that keeps customer and enquiry records in one place and ties every contact to the same record. It splits the sales process into stages. The letters stand for customer relationship management. A CRM resembles a spreadsheet, but the difference is the rules. Which fields are required, which stage a record sits in and who owns it are written into the system.
- WhatsApp Business APIWhatsApp Business API is business access to WhatsApp that connects a company number to an account, so messages are sent and received through a system rather than a phone app. Several people can answer from the same number, notifications can be triggered automatically, and the conversation history stays with the business. Messages sent outside a customer-initiated window use templates approved in advance by Meta.
We write the proposal after we have found the problem together
In a thirty-minute call we listen to how you work and talk through where time and customers are slipping away. If you do not need a digital fix, we will tell you that too.
30 minutes · no preparation needed
