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Home/Sales & Operations Automation

Medellín · Antioquia · Colombia

Sales and operations automation

A sales pipeline connected end to end: capture, AI qualification, CRM, scheduling and reporting. Not separate processes — one system where data never gets lost between stages.

JL Mercantil CRM — sales and operations automation by Frank Cardona
The problem I solve

Separate pieces aren't a pipeline

Many companies already have something automated: a WhatsApp bot, a CRM nobody updates, a separate calendar. The problem is these are separate pieces that don't talk to each other — data gets lost exactly at the handoff between one tool and the next.

Automating sales and operations means connecting the whole cycle: capture → qualification → CRM → scheduling → reporting, as one system. At JL Mercantil the core of that pipeline (WhatsApp capture, AI, a Supabase CRM, Google Calendar and a sales-rep alert) went into production in four days, handling 400+ daily messages.

The difference between automating "something" and automating the cycle

A standalone chatbot answers messages. A connected pipeline also logs, qualifies, schedules and reports — and each stage feeds the next without manual intervention.

What's included

The five stages of the pipeline

Every project is tailored, but these are the stages that always connect:

1. CaptureMeta Ads, web form, WhatsApp Business and inbound calls converge into a single entry point.
2. AI qualificationThe agent filters by need, budget and urgency before a human spends any time on it.
3. CRMEvery qualified lead is logged with full history, without depending on one person's phone.
4. SchedulingA qualified lead books directly on Google Calendar, no back-and-forth messaging.
5. ReportingDashboards with the pipeline's real status, to decide with data instead of gut feeling.
Frequently asked questions

About the connected pipeline

Automating one process in isolation (just WhatsApp, or just the CRM) leaves gaps where data gets lost between systems. Automating sales and operations means connecting the whole cycle: capture, qualification, CRM, scheduling and reporting as one pipeline, not separate pieces.

Capture (the lead enters from any channel), AI qualification (need, budget, urgency), CRM logging, automatic scheduling if qualified, and reports that show the pipeline's real status at any moment.

No. The automated pipeline handles the repetitive work (capturing, filtering, logging, reminding) so the sales team spends its time closing, not on admin tasks.

At JL Mercantil the full system (capture + qualification + CRM + notifications) went into production in 4 days. The free discovery call gives a range based on your channels and volume.

Free diagnosis

30 minutes. A clear map of what to automate first.

Book a 30-minute strategy call via Google Meet. You'll walk away with a concrete plan — even if we don't end up working together.

Book a discovery call