CRM — Sales, Service & Lifecycle Automation

/Every lead remembered.
Every follow-up on time.

A CRM built around the way your team sells—one source of truth for conversations, pipelines, follow-ups, billing, and customer growth.

Senior CRM specialists

Clean data and migration

Lifecycle automation

Get your free CRM audit

CRM specialist reply within 48 hrs

No spam. No sales pitch. Just an honest audit.

01 THE #1 KILLER

/Your Competitors With a CRM
Are Eating Your Lunch

While you're manually tracking deals in spreadsheets, your competitors are automating follow-ups, predicting churn, and closing deals 2x faster.

They respond in 5 minutes. You respond in 5 hours.

Speed-to-lead wins 78% of deals. Every minute of delay is a deal handed to your competitor.

They know what the customer wants before they ask.

AI-powered insights from full conversation history let them pitch the right solution at the right time.

Their team is aligned. Yours is guessing.

Shared pipeline, shared context, shared wins — while your team duplicates work and drops balls.

They scale revenue. You scale chaos.

Systematic growth versus organized chaos — the difference compounds into millions over time.

Still want to compete without a CRM?

The problem

/Leads are slipping through.
Customer data is scattered.

When conversations, tasks, invoices, and pipeline notes live in different tools, follow-up becomes guesswork. We connect the customer journey so every team sees the same accurate next step.

CPMs keep climbing
One tired creative carries everything
Attribution can't be trusted
Landing pages leak the click

The receipts

/The paid landscape has fundamentally shifted.

Search is splitting in two: classic SERPs and AI answers. Ignore either side and pipeline quietly leaks.

0%: global digital ad spend forecast in 2025
0.0x: of Meta ad accounts overspend on losing creative
0%: typical CAC drop after a creative-led rebuild
0x: avg. ROAS lift when creative testing runs weekly

That's exactly what we fix — with a system built for creative, media buying and attribution, as one team.

PITFALLS TO AVOID

/Common CRM mistakes.

The pitfalls we see most often when teams ship AI without a senior engineer — and how we fix each one.

Chatbots without grounding

Slapping GPT on a website with no RAG, no evals and no guardrails. It hallucinates, upsets customers, and burns tokens for no revenue.

Automating chaos

Automating a broken process just makes bad output faster. We map, redesign and instrument the workflow before we automate a single step.

Model-of-the-month churn

Rewriting everything each time a new model drops. We build with abstraction layers so you swap models without rewriting workflows.

No evals, no observability

Shipping AI to production with no eval suite and no monitoring. Silent regressions in quality don't stay silent for long.

THE FIX

A senior-led CRM implementation team

/We turn customer data into a reliable growth system.

Dunpol is a specialist paid-advertising agency built for the post-iOS attribution reality — creative, media buying and measurement, run by senior operators. We audit your account, rebuild tracking, ship 5–10 fresh concepts every week, and turn every dollar into measurable, profitable revenue. No junior buyers, no template creative.

Senior CRM specialist
Meta, Google, TikTok & LinkedIn
Server-side CAPI + MMM
90-day performance guarantee

Get a free audit → See what we do →

Services

/The complete AI client engine for
modern service teams.

Unify messaging, automated billing, proactive AI, and visual pipelines in one place — so every conversation, invoice and follow-up runs itself.

Get Free Audit

Multi-channel messaging

DMs on Instagram, comments on TikTok, replies on WhatsApp, email threads, SMS — Relay answers in your voice, the moment they hit send.

Jump to section

Payment & billing automation

Send, remind, and reconcile without touching a spreadsheet. Relay learns your payment cadence and gets money in the door.

Jump to section

Proactive AI assistant

Relay watches every thread, spots what needs a reply, and puts a first draft on your desk — in the tone you pick.

Jump to section

360° client profiles

Messages, payments, notes and files — unified per client. Never scroll three tools to answer a simple question again.

Jump to section

Visual workflow builder

Drag triggers, actions and AI blocks onto a canvas. Ship reactivation, onboarding, and dunning flows in an afternoon.

Jump to section

Visual sales pipeline

A kanban that actually moves itself. Relay reads your threads and drags cards forward when the signal changes.

Jump to section

01 Multi-channel messaging

/Reply to every channel from one place.

DMs on Instagram, comments on TikTok, replies on WhatsApp, email threads, SMS — Relay answers in your voice, the moment they hit send.

Unified inbox across 8+ channels
AI drafts in your tone, ready in 3s
Handoff to human when it matters
Full context on every message

Set up auto-replies

Maya Chen

active on Instagram

3 1

hey — is the July offer still live? just saw your story ✨

09:14 · Instagram DM

Hi Maya! 20% off runs til Sunday. Want me to hold your usual Thursday 7pm slot?

Relay AI · sent 0.4s

yes please! book it in 🙌

09:16 · Instagram DM

Auto-replied · 3.2s avg 142 replies today

02 Payment & billing automation

/Invoices that chase themselves.

Send, remind, and reconcile without touching a spreadsheet. Relay learns your payment cadence and gets money in the door.

Recurring + one-off invoices
Smart reminders that actually work
Live revenue dashboard
Stripe, Paddle, and bank transfers

See billing in action

July Billing

$10,402

of $12,800 target

+18%

81% collected

Revenue this week

Devon K.

Retainer · Aug

paid

+$3,600

Bloom Bakery

Invoice #2041

paid

+$2,000

Ilana R.

Reminder sent

pending

$480

03 Proactive AI assistant

/An assistant that drafts before you ask.

Relay watches every thread, spots what needs a reply, and puts a first draft on your desk — in the tone you pick.

Draft follow-ups, recaps, and updates
Adjustable tone per client
Never miss a lead again
Approve, edit, or send with one tap

Try the AI assistant

Relay suggests

3 drafts queued

To: sara@northwind.co

Re: Q3 renewal

Hi Sara — quick nudge on the renewal. Based on your July usage (+34% sessions), the growth tier keeps you well under limits. Happy to send the paperwork over.

Tone Warm Direct Playful

Follow-up · Devonin 2h

Onboarding · Niatomorrow

Recap · Bloom BakeryFri 9am

Feedback · MayaMon

saved 4.2h this week

04 360° client profiles

/Every conversation, on one timeline.

Messages, payments, notes and files — unified per client. Never scroll three tools to answer a simple question again.

Complete history at a glance
Engagement heatmap per client
AI-suggested next best action
Custom tags, VIPs, and segments

Explore client profiles

Sara Ahmed VIP

Client since 2022 · Northwind Co

Touchpoints

148

LTV

$24.6k

Reply time

Engagement · last 12 weeks

Next best action

Send Q3 gift box — Sara mentioned her team offsite on Sept 12.

05 Visual workflow builder

/Automate anything, no code.

Drag triggers, actions and AI blocks onto a canvas. Ship reactivation, onboarding, and dunning flows in an afternoon.

50+ pre-built blocks
AI drafts inside your flow
Branching, waits, and conditions
Live run logs with replay

Build a workflow

Reactivate lapsed clients

Running

Trigger · 30 days silent

AI · Draft warm re-open

Send email

Send SMS

Notify owner if replies

Trigger AI Send Wait

06 Visual sales pipeline

/From inquiry to paid deposit on one board.

A kanban that actually moves itself. Relay reads your threads and drags cards forward when the signal changes.

Auto-moves cards from thread events
Deal value and status at a glance
Forecast by stage in real time
Export to CSV or push to your CRM

See the pipeline

Q3 · Sales pipeline

$16,180 forecast

New4

Ilana R.

$1,200

Marta O.

$980

Lumen

$450

Echo Co.

$720

Qualified3

Northwind

$8.4k

Aurora

$1.2k

Trove

$2.8k

Proposal3

Bloom

$2.0k

Kindred

$5.5k

Meridian

$3.1k

Won3

Devon K.

$3.6k

Foundry

$7.2k

Atelier

$4.9k

Auto-moved by Relay Won this week: 3

LIFECYCLE PILLARS

/Six lifecycle stages. One
compounding retention engine.

Every account runs on these six lifecycle stages — tuned to your business model,
sales motion and customer journey.

ACQUISITION 01

Lead capture + routing

Forms, chat, landing pages and inbound routing that get every new lead into the right pipeline in seconds.

NURTURE 02

Multi-channel nurture

Email, SMS, WhatsApp and in-app journeys tuned to lifecycle stage — human where it matters, automated everywhere else.

SALES 03

Sales enablement + copilots

Playbooks, sequences, AI-drafted follow-ups and deal-risk alerts inside your CRM — reps close, they don't type.

ONBOARDING 04

Activation + first value

Journeys engineered around time-to-first-value — the moment new customers stick or churn.

RETENTION 05

Expansion + win-back

Health scoring, cross-sell triggers, and win-back campaigns that make your best customers spend more, longer.

REPORTING 06

Revenue reporting

One truthful dashboard tying pipeline, revenue, LTV and CAC — no more three teams with three numbers.

Platform Playbooks

/A different play for every platform.

We don't cross-post. Every channel gets a native strategy tuned to its algorithm, audience and best-performing formats.

Instagram

Reels + Carousels

3-5 Reels / week
2 educational carousels
Daily stories + polls
DM automations

TikTok

Trend-native short video

4-7 native TikToks / week
Trend + sound monitoring
Creator collabs
TikTok SEO captions

YouTube

Shorts → Longform funnel

Weekly Shorts
1 flagship longform / month
Thumbnail A/B testing
Chapter + SEO optimization

Founder-led thought leadership

Founder + team ghostwriting
Document carousels
Comment engagement pods
Employee advocacy

X (Twitter)

POV threads + reply game

Daily posts + threads
Reply-guy strategy
Community amplification
Launch moments

Facebook

Community + Amplification

Daily native posts
Short-form video (Reels)
Active group moderation
Audience engagement

MODEL RADAR

/Always-on model and framework
tracking.

Models, frameworks, benchmarks and integrations tracked weekly — so your stack stays modern and cost-efficient.

Model releases

Weekly tracking of new frontier models — GPT, Claude, Gemini, Mistral — and their impact on cost + quality.

Latency + cost

Continuous benchmarking on your workflows so we hot-swap to a cheaper or faster model without regression.

Eval + regression

Automated eval suites catch quality drift when a model updates — no more silent regressions in production.

New integrations

First-mover access to new APIs (Slack, HubSpot, Notion, Stripe) — bring them into your workflows on release.

Security posture

PII, prompt-injection and data-leakage audits every sprint — SOC2 + GDPR posture reviewed continuously.

Agent frameworks

Tracking LangGraph, CrewAI, AutoGen and OpenAI Agents — you get the framework that fits, not the trend.

Our stack

/The tools we ship with.

20+ frameworks, platforms and services — chosen deliberately per project. Below
each stack you'll see the exact plays we run on it.

Shopify

Next.js

React

Vue

Astro

Remix

TanStack

Vercel

Cloudflare

Netlify

Sanity

Contentful

Supabase

Stripe

Klaviyo

Algolia

Figma

GTmetrix

PageSpeed

FRAMEWORKS & CMS

Shopify, Next.js, React, Astro, Sanity, Contentful.

HOSTING & EDGE

Vercel, Cloudflare, Netlify — global sub-100ms delivery.

COMMERCE & GROWTH

Stripe, Klaviyo, Algolia, GTmetrix, PageSpeed Insights.

Why Dunpol

/Six reasons brands stick with us.

What changes when social is run by a senior specialist — and how it stacks up against DIY and other agencies.

Senior-led on every account

Every account run by a senior social strategist and creative director — no junior handoffs, no templates.

Organic + paid + creators as one

One integrated engine across organic, paid social and creator marketing — winning creative gets amplified fast.

Tied to revenue, not vanity

Every report ties social work to reach, pipeline, deals and cash — not just likes and follower counts.

Ship weekly, not quarterly

Weekly creative sprints with clear scopes — you see new content and testing every 7 days.

90-day performance guarantee

Measurable movement in 90 days — or we work for free until the metrics move.

In-house creative & video studio

Scripts, filming direction, editing, motion and design — all handled by the same senior team.

The comparison

/Us vs. DIY vs. other agencies.

Attribute	Dunpol	DIY / In-house	Other agencies
Senior creative director on every account
In-house short-form video production
Weekly transparent reporting
Fixed scope, no surprise invoices
Organic + paid + creators in one team
Rotating junior social managers

/Results & case studies

Real numbers, real growth. See how we've helped businesses dominate search.

Replatformed PDPs and built a topical hub around alpine layering. Now ranks #1 for 14 commercial heads.

Read summary

organic revenue / 9 mo

Programmatic comparison pages plus a digital-PR engine that earned 84 editorial mentions in two quarters.

Read summary

MQLs from search

Hreflang re-architecture across 6 markets and a Google Shopping feed rebuild for European roll-out.

Read summary

incremental aRR

Local landing system, GBP optimization and a review-velocity loop tied to post-service SMS.

Read summary

in 38 of 41 cities

See all case studies

IMPLEMENTATION

/From zero to revenue
in 21 days.

Day 1–3

Discovery

We audit your current process and map your ideal workflow.

Day 4–7

Setup & Import

Migrate contacts, deals, and history. Zero data loss.

Day 8–14

Customization

Tailor pipelines, fields, and automations to your business.

Day 15–18

Team Training

Live sessions + recorded academy. Everyone confident.

Day 19–21

Go Live

Full launch with dedicated support. You're never alone.

FEATURES

/A workspace that does the boring parts.

Smart pipelines that re-order themselves

Score, sort, and surface the deals most likely to close — based on signals from your calls, emails, and product usage.

Lead score Activity Intent Stale risk

Shared inbox

Email, SMS, WhatsApp — every reply lands on the right deal automatically.

AI co-pilot

Drafts replies in your voice.

+38%

avg. close rate

SOC 2 + GDPR

Your customer data, encrypted at rest and in transit. Audit logs included.

Meeting scheduler

Two-way calendar sync. Round-robin or rep-of-choice.

Forecasts you trust

Weighted, AI-adjusted, exportable to your board deck in one click.

LOVED BY SALES TEAMS

/Don't take
our word for it.

We replaced three tools and our pipeline reviews dropped from 90 minutes to 20. The AI summaries alone pay for the subscription.

?????

Priya Sharma

Head of Sales · Quanta

Switching to dunpol felt like upgrading from Excel to a Tesla. Our reps actually enjoy logging activity now.

?????

Marcus Webb

Founder · Forge Co.

The automation builder is shockingly powerful. We routed 40+ workflows in our first week without engineering help.

?????

Lena Okafor

RevOps Lead · Beacon

PRICING

/Pay for an employee.
Get a whole team.

No setup fees. Cancel anytime.

Starter

For small teams getting their first pipeline in order.

$99/mo

Up to 5 users
Pipeline management
Contact database
Email integration

Start free trial

/Tuned for the way your business actually runs.

E-commerce

Recover carts, answer product Qs, upsell on chat.

Healthcare

HIPAA-aware intake, scheduling and reminders.

Legal

Qualify cases, route urgent matters to partners.

Real Estate

Book showings the moment a lead comes in.

Education

Admissions guidance and 24/7 student support.

Home services

Quote, schedule and dispatch — all hands-free.

See All Industries

AI-powered growth, built for Newark

/Newark Local SEO Services for Business Growth

AI-powered Newark SEO services are designed to dominate local maps, search engine results, and AI-driven rankings. More calls, more clicks, more customers — everything your business needs to lead locally.

/Frequently
asked questions

Got questions? Dunpol has answers. Here are some of the things our clients ask us most before getting started.

Community and engagement usually shift in the first 30 days. Meaningful follower and pipeline growth typically lands in 3–6 months — with paid social, first optimized results show in 2–4 weeks.

Instagram, TikTok, LinkedIn, YouTube, X and Facebook. We recommend focusing on 2–3 platforms where your audience actually spends time rather than spreading thin across all of them.

Yes — and we always run them together. Organic creates the winning creative signals; paid amplifies the pieces that already resonate. Splitting the two across teams is how most brands waste budget.

We handle end-to-end creative — scripts, filming direction, editing, design, motion. Your team can supply raw footage if you prefer that mix, or we run full production.

Yes. We source, vet, negotiate and manage niche creators — from nano-influencers to mid-tier — with fraud checks, briefs, whitelisting and full performance reporting.

Both. Scope is tailored to your stage — from single-platform sprints for early-stage brands to multi-market programs for global companies.

Focused sprints start around $2,000/mo. Most clients invest $4,000–$15,000/mo for full-stack programs covering organic, paid, creators and community.

/Every lead remembered. Every follow-up on time.

Get your free CRM audit

/Your Competitors With a CRMAre Eating Your Lunch

/Leads are slipping through.Customer data is scattered.

/The paid landscape has fundamentally shifted.

/Common CRM mistakes.

Chatbots without grounding

Automating chaos

Model-of-the-month churn

No evals, no observability

/We turn customer data into a reliable growth system.

/The complete AI client engine for modern service teams.

Multi-channel messaging

Payment & billing automation

Proactive AI assistant

360° client profiles

Visual workflow builder

Visual sales pipeline

/Reply to every channel from one place.

/Invoices that chase themselves.

/An assistant that drafts before you ask.

/Every conversation, on one timeline.

/Automate anything, no code.

/From inquiry to paid deposit on one board.

/Six lifecycle stages. One compounding retention engine.

Lead capture + routing

Multi-channel nurture

Sales enablement + copilots

Activation + first value

Expansion + win-back

Revenue reporting

/A different play for every platform.

Instagram

TikTok

YouTube

LinkedIn

X (Twitter)

Facebook

/Always-on model and frameworktracking.

Model releases

Latency + cost

Eval + regression

New integrations

Security posture

Agent frameworks

/The tools we ship with.

/Six reasons brands stick with us.

Senior-led on every account

Organic + paid + creators as one

Tied to revenue, not vanity

Ship weekly, not quarterly

90-day performance guarantee

In-house creative & video studio

/Us vs. DIY vs. other agencies.

/Results & case studies

/From zero to revenuein 21 days.

/A workspace that does the boring parts.

Smart pipelines that re-order themselves

Shared inbox

AI co-pilot

SOC 2 + GDPR

Meeting scheduler

Forecasts you trust

/Don't takeour word for it.

/Pay for an employee.Get a whole team.

/Tuned for the way your business actually runs.

E-commerce

Healthcare

Legal

Real Estate

Education

Home services

/Newark Local SEO Services for Business Growth

/Frequentlyasked questions

/Every lead remembered.
Every follow-up on time.

/Your Competitors With a CRM
Are Eating Your Lunch

/Leads are slipping through.
Customer data is scattered.

/The complete AI client engine for
modern service teams.

/Six lifecycle stages. One
compounding retention engine.

/Always-on model and framework
tracking.

/From zero to revenue
in 21 days.

/Don't take
our word for it.

/Pay for an employee.
Get a whole team.

/Frequently
asked questions