CRM & Business Process for Business
CRM and business process automation centralizes your customer data and automates the steps between a lead arriving and a client being served. Nerhy sets up or cleans up your CRM, builds pipelines, and automates follow-ups, reminders, and reporting so your team spends time on customers instead of admin.
Benefits of CRM & Business Process
- One source of truth for leads, clients, and deals
- Automatic follow-ups so no lead is forgotten
- Pipelines and dashboards that show what is working
- Connected to your chatbot, voice agent, and calendar
Popular use cases
- CRM setup and migration
- Sales pipeline automation
- Client onboarding workflows
- Automated reminders and nurture sequences
How it works
- 01
Map
We map how leads and clients move through your business today.
- 02
Configure
We set up pipelines, fields, and automations in your CRM.
- 03
Connect
We integrate forms, calendars, chatbots, and voice agents.
- 04
Report
We build dashboards so you can see results at a glance.
CRM & Business Process: frequently asked questions
Which CRMs do you work with?
Nerhy works with common CRMs such as HubSpot, GoHighLevel, Salesforce, Pipedrive, and Airtable-based systems, and can recommend one if you do not have a CRM yet.