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Qubitz
SERVICE — 03

Stop Losing Leads to Process Gaps

The operational infrastructure for growth — CRM, lead capture, marketing automation, and analytics. We build and configure the systems, so your team has what they need to scale without hiring more people to manage the chaos.

CRM setup & configurationLead capture & routingEmail automation sequencesMarketing analytics dashboardCustomer lifecycle trackingReporting infrastructure

Most SMEs lose more leads than they convert.

Not because the leads aren't there — because there's no system to handle them. Enquiries arrive in inboxes, get replied to whenever someone has time, and fall out of the process with no follow-up.

Nobody knows which marketing activity is generating real business. Customers who should have been retained weren't because nobody triggered the right action at the right time.

lead-tracker · this week
23 lost
23
lost leads
18
no follow-up
31
unknown source
zero visibility
Email enquiry — waiting 3 days3d agolost
Phone call — no record created2d agolost
Website form — inbox only1d agowaiting
Referral from partner — forgot4d agolost
Follow-up due — never sent5d agolost
Demo request — no one saw it6h agowaiting
Callback promised — not logged1d agolost
Warm intro — fell through cracks2d agolost
this week · no CRM configured⚠ no follow-up system
The solution

What We Build

Four components that turn scattered leads into a managed pipeline — CRM, lead capture, email automation, and analytics that tells you what's actually working.

A CRM your team actually uses.

Configured for your sales process, connected to your systems, with your data imported cleanly. Not the CRM with the most features — the one that fits.

  • Fits your actual sales process
  • Connected to your other systems
  • Clean data migration from day one
  • Staff actually adopt it
CRM · contacts
A
Ana Martins
Luso Retail
qualified
M
Marco Silva
Porto Logistics
new lead
S
Sofia Costa
TechNova PT
proposal
J
João Santos
BuildCo EU
qualified
R
Rita Ferreira
Verde Capital
follow-up
Our approach

Why This Works

01

Systems problem, not a people problem

Your team isn't dropping leads because they're bad at their job. They're dropping leads because there's no system catching them. Fix the system, fix the problem.

02

Built to hand off

Everything we build, we document and train your team on. The goal is that you're running it independently within weeks — not calling us every time something needs updating.

03

Works with what you have

If your existing CRM is worth keeping, we configure it properly and integrate it. If it's not working, we set up something right for your scale. No unnecessary rip-and-replace.

Infrastructure

Handoff-Ready.
No Vendor Lock-In.

Everything we build, we document and train your team on. The goal is that you're running it independently within weeks, not calling us every time something needs updating. We build for handoff, not dependency.

We use automation platforms and APIs that your team can manage — no proprietary black boxes, no expensive licenses you don't need.

Stack

n8n
Make
Resend
PostgreSQL
REST APIs
Analytics platforms

Frequently Asked Questions

No. We build the infrastructure — the CRM, the automations, the analytics — and make sure your team knows how to use it. The strategy and the content are yours. We give you the machine.
Yes. If you already have a CRM that's worth keeping, we configure it properly and integrate it with your other systems. If what you have isn't working or doesn't exist, we set up something appropriate for your scale.
Both. It's part of most digitalisation projects we do — growth infrastructure is usually one of the layers we build. But it's also available standalone for businesses that have the digital foundation in place and just need the growth layer on top.
The infrastructure can be live in 3 to 6 weeks depending on complexity. Results depend on what you do with it — but at minimum, you stop losing leads to process gaps and start having visibility into what's actually happening.

Ready to stop losing leads to process gaps?

Book a discovery call — we'll map where leads are falling through and what it would take to build the infrastructure that catches them.

Growth Systems | Qubitz