What's included

• CRM Architecture & Pipeline Design

  Custom deal stages, custom fields, and pipeline structure tailored to your sales process with documented workflows and stage definitions.

• Complete CRM Configuration

  Full setup including contact management, deal tracking, activity logging, custom reporting dashboards, and automated task assignments.

• Third-Party Platform Integrations

  onnected workflows between CRM and your email (Kit), calendar (Calendly), forms (Typeform/Fillout), Contract Platforms (PandaDoc, Formstack), and payment systems with uni or bi-directional data sync.

• Automated Deal Progression System

  Trigger-based automations for deal stage changes, follow-up reminders, win/loss tracking, and revenue forecasting with notification workflows.

• Team Training & SOPs

  Video walkthroughs, written documentation, and 2 weeks post-launch support to ensure your team can manage deals effectively.