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Byanat moved customer work out of four scattered channels and into one system.

An operations audit, one shared chat and a new CRM gave the team a foundation they can automate on.

CUSTOMER WORK, CONSOLIDATED4 → 1system for every customer conversation and record

WhatsApp, Messenger, email and siloed docs, replaced by Google Chat and one CRM.

01Challenge

Customer work was spread across four places.

  • Conversations ran through WhatsApp, Messenger and email.
  • Docs sat in silos, with no shared system or CRM.
  • Tracking work, coordinating teams and starting on automation were all hard.
02Approach

Foundations first, then automation.

01

Full audit.

Mapped every operation and tool before changing anything.

02

CRM chosen together.

We recommended options and supported the team through the selection.

03

Work written down.

Documentation and workflows standardized, so they don't depend on one person.

03Execution

One place for conversations, one place for data.

01Audit
→
02Google Chat
→
03Standard workflows
→
04CRM
↓
Automation-ready

Conversations moved into Google Chat, processes were written down, and customer data landed in one CRM.

04Impact

Ready for AI, with less manual coordination.

4scattered channels, before
WhatsAppMessengerEmailSiloed docs
1system, after
Google Chat + CRM
01

Single source of truth.

Customer communication and data now live in one place.

02

Repeatable operations.

Standard workflows mean less manual coordination and fewer dependencies on individuals.

03

Automation-ready.

Clear processes and centralized data mean AI and automation can now be applied safely.

“She did not start with tools; she started with how we actually worked.”
Mo SalehOperations Director, Byanat

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