How We Built a 3 Part CRM System to Capture, Qualify, and Move High ValueHow We Built a 3 Part CRM System to Capture, Qualify, and Move High Value
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Fahad Sheji
• May 31
How We Built a 3 Part CRM System to Capture, Qualify, and Move High Value Leads Faster.
Short Project Overview
1️⃣ Every inquiry had high deal value, but the sales process relied too much on manual tracking.
2️⃣ Leads could sit idle without clear ownership, follow up, or next steps.
3️⃣ The team needed a system that protected every opportunity and kept deals moving.
❌The Business Problem
Every inquiry had potential value, but the sales process depended too much on manual tracking. As a result, inefficiencies became apparent.
Leads could come in, sit idle, or move forward without clear ownership, follow-up, or visibility. The team needed a system that could protect every opportunity and keep the sales pipeline moving.
✅What We Built
1. Lead Pipeline Automation A structured lead workflow helped capture new inquiries, organize prospect details, and move leads into the right CRM stage, forming the foundation of our automated process.
2. Deal Pipeline System A clearer sales pipeline to track high-value deals from first inquiry to follow-up, proposal, and closing stage.
3. Chatbot Qualification Flow To further automate qualification, we implemented a chatbot flow to ask key questions, collect prospect details, and route qualified leads into the CRM.
4. Follow Up and Inactivity Tracking Automations to remind the team when a lead or deal needs attention, reducing the chance of missed follow-ups.
5. Sales Visibility Dashboard This culminated in a cleaner CRM view that helped the team see active leads, deal status, pending actions, and next steps in one place.
💯Business Impact
→ 3-part CRM system built across lead pipeline, deal pipeline, and chatbot automation.
→2 core tools were connected to streamline CRM activity and lead qualification.
→ 4 sales gaps fixed: lead capture, qualification, follow-ups, and deal visibility.
→ 100% clearer pipeline structure from the new inquiry to the deal movement.
→A connected sales workflow replaced scattered manual lead handling.
Tools Used
Zoho CRM and ManyChat.
AI AutomationBusiness StrategyBusiness Workflow AutomationManyChatWhimsical WireframesZoho CRM
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