The CRM behind every Carasant sale
Year
2025–2026
Client
Carasant & client developments
Carasant CRM is the conversation layer of every commercial system we run — one inbox for WhatsApp, email and web chat, pipelines built for property sales, and automations that answer, qualify and follow up around the clock. We run our own business on it, and it powers the sales operations of the developments we work with, including The Grand Malibu in Nyali.
Scope of Work
The challenge
An agency's most dangerous moment is right after a client says yes — every manual step between the yes and the kickoff is a place where momentum dies. We needed our own operations to demonstrate the standard we build for clients.
Leads arrived from website forms, referrals, and booked calls into inboxes; proposals took evenings to assemble; follow-ups depended on memory.
Our approach
We mapped every step between first inquiry and project kickoff, marked the ones requiring human judgment, and automated everything else.
The same machinery — pipelines, nurture sequences, booking flows, communication automation — is what we now deploy for client marketing systems.
What we built
Lead capture & pipeline
Every inquiry lands in the CRM with its source attached, qualified by automated intake before the first call.
Proposal & follow-up automation
Structured proposal assembly with an automatic follow-up clock — deals stop dying of silence.
Hands-free onboarding chain
Acceptance triggers contract, deposit invoice, project workspace, welcome pack, and kickoff scheduling — minutes of human effort instead of a week of admin.
Relationship memory
Every email, call note, and decision on the client record — so phase two never starts from zero.
Outcomes
Client onboarding runs end-to-end with minutes of manual effort.
The same infrastructure powers the funnel and automation systems we build for clients.
Stack
“The platform owns the records. The CRM owns the conversations.”
Trusted by many
10+ Happy clients