How CRM Mates has helped UK businesses transform their operations, capture more leads and save hours every week through AI automation and intelligent CRM strategy.
A growing independent estate agency was receiving 40+ inbound calls per day. Outside office hours all calls went to voicemail — an estimated 30% of potential buyers and vendors were calling competitors instead.
MatesVoice was deployed to handle all out-of-hours calls, qualifying enquiries and booking viewings directly into the team's calendar. MatesChat was activated on the website and WhatsApp Business number.
A UK-based professional services firm with a team of eight was losing clients due to slow email responses. Their social media had become inactive — last post over three months ago. The director was spending 2–3 hours daily on emails.
MatesInbox was implemented to handle all incoming pricing and service enquiries via Gmail. MatesSocial was configured to publish four pieces of content per week across LinkedIn and Instagram.
A large UK faith organisation with over 5,000 members was managing membership, events and communications across disconnected spreadsheets and email lists. Member enquiries went unanswered for days.
CRM Mates deployed Salesforce with a custom Experience Cloud member portal, integrated MatesChat for WhatsApp and website enquiries, and built automation workflows for event registrations.
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