CRM - Project Management AI Automation System
Starting at
$
2,997
About this service
Summary
FAQs
What support can I expect during and after implementation?
AI automation transforms your operations by streamlining time-intensive tasks like lead generation, proposal writing, CRM updates, and project management. This means you can allocate more time to strategy, creativity, and building client relationships—core activities that drive agency growth and client satisfaction. Automated systems also offer insights and analytics to refine your marketing efforts continuously, ensuring your agency stays ahead of the competition.
What support can I expect during and after implementation?
A detailed planning and strategy session to tailor the automation solutions to your specific needs. Regular updates and check-ins throughout the setup process to ensure transparency and alignment with your goals. Training sessions for your team to get acquainted with the new systems, ensuring a smooth transition and immediate productivity post-implementation.
How are the DFY and DWY services different?
Done For You (DFY): This service is ideal for businesses looking for a hands-off approach to automation. Our team takes care of everything from the initial setup and customization of the automation tools to their ongoing management. This option is perfect for businesses that prefer to focus on their core activities while leaving the technical details to the experts. Done With You (DWY): This service is designed for businesses that want to be more involved in the implementation process. We work alongside your team, setting up the automation solutions together and providing extensive training. This approach not only leads to a tailored setup but also equips your staff with the knowledge and skills to manage and optimize the automation tools independently. It's a great option for businesses looking to build internal expertise in AI automation.
Is my data secure?
Security is our top priority. We use state-of-the-art encryption and comply with the best industry practices to ensure that your data is stored securely and accessed only by authorized users.
What's included
CRM/PM AI Automation System
This system aims to completely streamline and automate a CRM workflow in a (creative) agency. The AI components work for automated responses in emails and messages, as well as for filtering and lead scoring. This is a major bottleneck for most agencies, as automating this will save 20+ hours on their weekly schedule, on managing pipelines. This goes hand in hand with a customized-per-client and offer, proposal AI automation.
Example projects
Duration
2 weeks
Industries