CRM Setup & Sales Pipeline Implementation
Starting at
$
3,550
About this service
Summary
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.
Recommendations
(5.0)
Client • Nov 21, 2025
Recommended
I am so glad I found Belema. She had all the skills I needed!!!! I'd love to work with her again.
Client • Nov 14, 2025
Recommended
Belema did a fabulous job at creating my digital flashcard automation between Kajabi and Zapier. I was in over my head, but Belema easily solved all my problems and created a seamless setup. Highly recommend!
Duration
4 weeks
Industries