Automation Consulting
Map your growth process and decide what to automate first, safely and strategically.
What it solves
- Leads live across too many inboxes and tools.
- The team responds late or forgets follow-up.
- Owners cannot see which opportunities are active.
- Manual work slows down sales conversations.
What can be included
- Lead capture and routing
- CRM pipeline organization
- Automated follow-up sequences
- Team notifications and handoffs
- Reporting and source visibility
Recommended workflow
Capture the lead from your website, ads, calls, WhatsApp or forms.
Store the contact, source and context inside Trivu.
Trigger the right response, reminder or AI assistant flow.
Move the opportunity through a clear pipeline until it is won, lost or nurtured.
Metrics to monitor
Frequently asked questions
Clear answers before you book a demo.
What does Automation Consulting include?
It can include setup, workflow mapping, CRM configuration, automation, notifications, reporting and handoff rules depending on your business process.
Can Trivu adapt this to my industry?
Yes. Trivu is designed around service business workflows, so the system can adapt to contractors, clinics, real estate, beauty, gyms, professional services and multi-location teams.
Do I need to replace everything I use today?
Not always. Many implementations start by connecting the most important lead sources and then improving the sales process in phases.