What's included

• Process and Strategy Audit

  All projects start with an audit of your existing process.

• Sales Pipeline Mapping

  In this stage, the pipeline(s) needs to be examined, and refined if necessary. This includes stages, custom fields, custom objects, and associations.

• Optimization and Implementation

  Here, the CRM is configured and setup according to our strategy deliverables.

• Automation

  Automations that may be deployed include Auto Tasks, Post-Payment Workflows, Lead Intakes, etc.