CRM and Sales Automation Software
Leave Excel and scattered WhatsApp chats behind. Customers, quotes, bookings and collections in one panel, with an AI assistant and WhatsApp integration.
CRM and Sales Automation Software: how it works
The biggest loss for sales teams is forgotten follow-ups and scattered information: the quote is in an email, the meeting note is on someone's phone, the customer history is in someone's head. A CRM gathers that mess in one place; automation takes follow-ups, reminders and document generation off the team's shoulders. At Saybes, instead of adapting a ready-made CRM package, we develop the CRM around the company's own processes.
MatCRM is the concrete example of this approach: customer and vehicle cards, a quote module (PDF with QuestPDF, filling from a Canva template, a signed sharing link), bookings and calendar, WhatsApp messaging in line with the 24-hour rule, Luca accounting integration, a Claude-based assistant (customer summaries, quote drafts), an IP allow-list and trusted-device management. All with .NET 10 Clean Architecture and a modern interface.
On the automation side we set up flows such as an automatic follow-up message three days after a quote is sent, payment due-date reminders, assignment to a sales rep when a new enquiry arrives, campaign segments and bulk WhatsApp sending. Every company's process is different; we listen to the process and design the flow around it.
Five reasons to do this with us
The difference is in the details: how we start, what we consider standard and where we stand after launch.
A process that's yours
Instead of fitting into a package's flow, the CRM is designed around your sales process; there are no unnecessary screens.
WhatsApp integration
Messages on the customer card via the official Cloud API; single, bulk and automatic sending.
Quote and document automation
PDF quotes, template filling, e-signature and sharing links; a quote is ready in minutes.
AI assistant
Summaries from customer history, quote and email drafts, insights from reports; the team gains speed.
Integration
Connection with accounting (Luca), web forms, the booking system, e-commerce and advertising data.
Scope: what the quote says is what you get.
The following is the standard scope of this service; it is extended to your needs.
THE SAYBES APPROACH“A CRM should be a system that does work for the sales team, not one that creates it: it reminds, prepares and sends.”
Which businesses benefit the most?
With examples from real work we built in different sectors.
Service and booking-based businesses
Automotive, health, beauty, education: one flow from enquiry to booking to collection.
B2B sales teams
Quote, follow-up and contract processes; sales funnel and rep performance reports.
Agencies and consultants
Client projects, quotes and invoicing; WhatsApp and email communication in one place.
Real estate and construction
Enquiry management, consultant assignment, project-based tracking and campaign messages.
A proven, up-to-date toolset
No black boxes: every tool we use is open and documented.
The result: four concrete gains
In every project we define the goal at the start, then measure and report after launch.
No lost follow-ups
Every opportunity has a next step and a date; the system reminds, the team doesn't forget.
Quote time drops to minutes
With templates and auto-fill, preparing a quote takes minutes, not hours.
Customer knowledge stays with the company
Even if a rep changes, history, notes and messages stay in the system; knowledge isn't tied to a person.
Management visibility
Sales funnel, conversion and collections on one dashboard; decisions are made on data.
How a CRM & Sales Automation project proceeds
Get a quote →Discovery
We listen to your goals, competitors and users and draw up a clear roadmap.
Strategy
Scope, architecture and content plan, with measurable goals and a timeline without surprises.
Design
Brand-specific, conversion-focused interfaces; you see them first in an interactive prototype, then approve.
Development
Clean code, a fast and secure infrastructure; a working release at the end of every sprint.
Launch & growth
Testing, launch and afterwards continuous improvement with SEO, advertising and data.
Common questions
Get a quote →Why custom development instead of a ready-made CRM (HubSpot, Zoho, etc.)?+
If your process is standard, a ready-made CRM may be enough; if you need custom flows, WhatsApp and accounting integration or Turkish quotes/contracts, a custom CRM is more efficient and more economical in the long run.
Can you migrate our existing Excel data?+
Yes. We clean customer and opportunity data and move it into the CRM so you work with history from day one.
Can it be used on mobile?+
Yes. The interface is mobile-friendly; if needed we develop a mobile app with Kotlin Multiplatform.
How long does development take?+
6–10 weeks with the core modules; integrations and automations are added in stages.
Stronger when taken together
Let’s talk about your CRM & Sales Automation project.
Let’s define the scope together and send you a fixed-price quote within 48 hours.