CRM Setup & Automation
Stop running sales out of a personal inbox.
- Category
- Automation
- Typical timeline
- 6-8 weeks
- Support included
- 30 days
What it is
Configuration of a practical sales pipeline so leads, conversations, tasks and next actions are visible in one place, instead of scattered across WhatsApp threads and spreadsheets.
Best used when
You rely on WhatsApp, personal inboxes or spreadsheets, and lose visibility the moment an enquiry arrives.
What it looks like in practice
Create pipeline stages, required fields, ownership rules and reminders
Capture leads from forms, email or approved messaging channels
Generate follow-up tasks, dashboards and basic conversion reports
What it connects to
HubSpot, Zoho, Pipedrive, Airtable or another approved CRM, plus forms, email, calendars and reporting tools.
What you get at handover
Admin handover, a field and stage guide, team training and 30 days of configuration support. CRM subscriptions are paid by you, directly.
What it looks like built
One enquiry, moving through the system.
This is the shape of most automations we build. Yours will differ in the details — but the approval gate is always there.
Channels
Agents
Your decision
Systems
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