Funnel mapping
Map every lead source, stage and handoff.
- Lead sources
- Stages
- Qualification rules
Solution · Sales & Customer Growth
A sales process where no lead falls through the cracks.
We connect campaigns, CRM and follow-up so every lead is captured, assigned and followed up, and you can see the pipeline clearly.
What you get
- Funnel map
- CRM set up and adopted
- Pipeline dashboard
The problem
Most pipelines leak at follow-up.
Challenge
Leads arrive from many places and some are missed
What changes
Every lead captured in one CRM
Challenge
Follow-up depends on who remembers
What changes
Automated tasks, reminders and sequences
Challenge
Managers can't see the real pipeline
What changes
Live dashboards by stage, source and owner
Challenge
Sales and marketing blame each other
What changes
Shared definitions and one set of numbers
How we solve it
How we transform the sales process.
CRM setup
Telemantix or your CRM, configured for your process.
- Pipelines
- Fields + roles
- Migration
Lead capture
Forms, ads, WhatsApp and calls flow into the CRM.
- Web forms
- Ad integrations
Sales automation
Assignment, reminders, sequences and follow-ups.
- Round robin
- Sequences
- SLA alerts
Reporting
Pipeline, conversion and revenue by source.
- Dashboards
- Forecasts
- Weekly report
Team adoption
Training and simple routines so the CRM gets used.
- Training
- Playbooks
- Reviews
How we deliver
A clear process, with something to see at every step.
01
Diagnose
Workshops and a review of your data, tools and team.
You getFindings and priorities
02
Design
The target process, systems and success metrics.
You getSolution blueprint
03
Build
Implementation in phases, starting with the biggest win.
You getWorking releases
04
Roll out
Training, go-live and handover to your team.
You getLive solution
05
Improve
Measure against the agreed metrics and refine.
You getMonthly review
Ways to work with us
Pick the model that fits your stage.
Every engagement starts with a free discovery call. We recommend a model once we understand your scope.
Defined scope
A fixed scope, timeline and set of deliverables, agreed before work starts.
Best forNew builds, migrations and launches with clear requirements
Discuss your scope →Your extended team
Optimantix specialists work inside your roadmap, rituals and tools, month to month.
Best forOngoing product work and teams that need extra capacity
Discuss a team →Run and improve
We operate, monitor and improve what is live, with regular reporting.
Best forLive systems, infrastructure and growth programs after launch
Discuss support →Related solutions
One team, so nothing gets lost in the handoff.
Solution
CRM & WhatsApp Automation
Capture and follow up leads on WhatsApp.
Learn more →SolutionB2B Demand Generation
Fill the pipeline with qualified buyers.
Learn more →CapabilityDigital Marketing
Campaigns that bring in the right leads.
Explore →ProductTelemantix
Sales CRM with WhatsApp inbox, pipelines and sales automation.
Visit telemantix.com →FAQ
Questions we hear often.
Do we have to use Telemantix?
No. We work with Zoho CRM, HubSpot and others. Telemantix is a good fit if you need WhatsApp-first sales.
Can you migrate our existing leads?
Yes, with de-duplication and cleanup.
How do you make sure the team uses the CRM?
By keeping it simple, automating data entry and building weekly routines around the dashboards.
How long does it take?
A typical CRM and automation setup goes live in weeks, followed by a period of tuning.
Start a conversation
Tell us about the problem you want to solve.
We'll connect you with the right Optimantix team.
1A short call to understand your goals
2A recommended approach and scope
3A clear plan before any work starts
