MAKEBOX CRM & AUTOMATION
NIKA × MAKEBOX.AI PARTNERSHIP

Makebox turns more leads into revenue.

Through our partnership with Makebox.ai, NIKA implements Makebox around your entire sales journey, from lead capture and qualification to automated follow-up, booking, sales tasks and reporting. Your team sees every opportunity and knows exactly what happens next.

Makebox setup and migrationLead routing and automationSales pipeline and reporting
MAKEBOX.AI · ACQUISITION SYSTEM

A CRM strategy connected to measurable demand.

For Makebox.ai, the work connected positioning, audience segmentation, messaging, the acquisition funnel and retention logic—then tested the system through paid acquisition.

MEDIA INVESTMENT$76.8K

Total spend across the measured Meta campaigns.

TRAFFIC GENERATED21K+

Link clicks generated across campaign objectives.

MARKET REACH1.6M+

Impressions delivered during the testing period.

AVERAGE META CPL$20.14

Average cost per Meta lead across the test.

BEST-PERFORMING CPL$7.49

Lowest cost per lead reached by the strongest ad sets.

Makebox.ai paid acquisition results and analytics
MAKEBOX.AI · PAID ACQUISITION ANALYTICS SUPPLIED IN THE CRM PORTFOLIO

The value was not a disconnected campaign. It was a clearer route from awareness to engagement, activation and retention.

Build My Revenue System →
SELECTED CRM & AUTOMATION WORK

Five systems built around the next commercial action.

The technology changes by business model. The job stays the same: capture demand, organize it, follow up quickly and make the route to revenue visible.

MAKEBOX.AI · FULL GTM SYSTEM

From product positioning to acquisition and retention.

We developed the audience strategy, messaging framework, funnel, growth channels, activation logic and retention plan for the CRM product.

$76.8K spend · 21K+ clicks · best CPL $7.49
ICE CREAM'S WHEELS & TIRES · B2C

Every inquiry entered a structured follow-up process.

Website, Meta and pop-up leads were connected to Makebox, the database was cleaned, follow-up was automated and the sales team received a clearer customer journey.

Lead capture · routing · email follow-up · sales visibility
THE WHEEL TEAM · B2B

A pipeline for wholesale leads—not a shared inbox.

We organized B2B demand inside Makebox, structured follow-up and supported the sales team in moving opportunities from inquiry toward estimate and sale.

273 B2B leads across website and Meta acquisition
NIKA · GROWTH AUDIT FUNNEL

Quiz submission became a booked-call journey.

The system connects paid traffic, a diagnostic quiz, immediate founder-led email, SMS follow-up and calendar booking—while preserving the lead record in one place.

Ad → quiz → CRM → email/SMS → booked call
VIRTUAL MD · SAAS ACTIVATION

Acquisition connected to the product onboarding path.

The project combined paid acquisition, website and app improvements, product analysis and customer communication for an early-stage SaaS launch.

3,567 registrations · $0.70 per registration

A CRM becomes valuable when the team knows who needs attention, what happens next and how that movement affects revenue.

Map My Sales Process →
THE REAL PROBLEM

Leads rarely disappear. They get lost between tools, people and next steps.

A CRM should make action obvious. When the system is fragmented, response time slows down, follow-up becomes inconsistent and leadership cannot see which opportunities are moving—or why they are not.

Leads arrive from several channels with no consistent routing.
Follow-up depends on someone remembering to send the next message.
Sales conversations live across inboxes, spreadsheets and DMs.
Reporting shows activity, but not the health of the pipeline.

We turn the customer journey into a system your team can actually use.

Find the Gaps →
WHAT YOU CAN ORDER

From CRM architecture to working automations.

Choose one focused workstream or combine them into a complete implementation.

01

CRM Strategy & Architecture

Customer journey mapping, pipeline logic, data requirements, ownership rules and a practical build plan.

02

Pipeline Design

Clear stages, custom fields, opportunity values, reasons for loss and actions required at every point.

03

Lead Capture & Routing

Forms, landing pages, ad leads and website inquiries connected to the right pipeline, owner and task.

04

Automated Follow-up

Timely email and SMS sequences triggered by source, status, behavior, booking or inactivity.

05

Booking Workflows

Calendars, confirmations, reminders, rescheduling and no-show recovery connected to the lead record.

06

Sales Task Automation

Tasks, alerts and internal notifications that make the next action visible before an opportunity goes cold.

07

Lead Nurture & Reactivation

Structured follow-up for leads that are interested but not ready, plus reactivation of dormant contacts.

08

Reporting & Visibility

Dashboards for lead source, speed to lead, stage movement, appointments, outcomes and pipeline value.

09

Integrations & Migration

Data cleanup, imports and practical connections between your forms, calendars, ad channels and sales tools.

NIKA × MAKEBOX.AI

One place for the lead, the conversation and the next action.

NIKA works with Makebox.ai as a partner, combining the platform with hands-on CRM strategy, implementation and automation. Makebox gives growing teams the structure of a serious sales operation without forcing them into a system that is heavier than the business needs.

ContactsPipelinesAutomationsCalendarsEmail & SMSDashboards
WHAT YOU RECEIVE

A working sales system—not a folder of recommendations.

CRM blueprint

Journey map, pipeline structure, user roles, data fields and automation plan.

Configured workspace

Stages, fields, tags, permissions, views and source tracking prepared for your team.

Lead capture

Forms, pop-ups or ad lead connections that create clean, actionable records.

Live workflows

Routing, reminders, nurture, reactivation and internal notification automations.

Templates & dashboards

Approved messages, sales views and reporting your team can use immediately.

QA, training & handoff

Testing, documentation and practical training so the system remains usable after launch.

HOW WE WORK

Strategy first. Automation second.

We do not automate a broken process. We clarify the journey, define the logic and then build the system around it.

01

Audit

We review lead sources, tools, current follow-up and where opportunities disappear.

02

Map

We define the pipeline, owners, decisions, data and messages required at each stage.

03

Build

We configure the CRM, connect entry points and create the approved workflows.

04

Test

We test scenarios, permissions, messages and reporting before the system goes live.

05

Launch

We train the team, monitor real usage and refine the areas that need improvement.

Your CRM is built around the way your business sells—not a generic template.

Plan the Build →
IS THIS THE RIGHT FIT?

For teams ready to make follow-up accountable.

This is likely a fit if…

  • You generate leads but response and follow-up are inconsistent.
  • Your team uses several disconnected tools or spreadsheets.
  • You need clearer ownership and visibility across the pipeline.
  • You want automation without losing the human sales experience.

We may start smaller if…

  • Your sales process has not yet been defined.
  • There is no reliable lead source to connect.
  • Your team cannot commit to using one agreed workflow.
  • You only need a one-off technical integration with no strategy.
FOUNDER-LED FROM THE FIRST CALL

Discuss your CRM with Veranika.

Bring your current tools, sales process and biggest bottleneck. Veranika will help identify what needs to be simplified, connected or automated first.

Book a Call with Veranika, Founder →
FAQ

Before we build.

Yes. CRM & Automation is available as a standalone service. We can begin with a focused priority—such as lead routing, booking follow-up or pipeline cleanup—and expand once it is working.
Makebox is our primary CRM implementation offer because it supports pipelines, automations, calendars and communication in one practical environment. During discovery, we will also assess whether your existing system should be improved rather than replaced.
Yes. We can clean, structure and import appropriate contact and opportunity data. The exact migration scope depends on the quality, format and consent status of the existing database.
Yes. A system only works when the team understands it. We include practical handoff, documentation and training appropriate to the agreed scope.
A focused workflow can be completed faster than a full CRM build. After the audit, we provide a defined scope, dependencies and timeline before implementation begins.