CRM & Lead Management Automation Setup
Starting at
$
800
About this service
Summary
FAQs
What type of businesses is this service best for?
This service is ideal for SaaS companies and growing businesses that generate leads regularly and need a structured CRM and automation setup.
How is this different from a basic automation setup?
This service goes beyond a single automation and focuses on building a complete lead management system, including CRM structure, pipelines and multiple workflows.
Can this be extended or customized?
Yes. Based on your needs, additional automations, integrations or ongoing support can be scoped and quoted separately.
What's included
CRM & Lead Management Strategy
Analysis of your current lead flow and CRM setup, followed by a clear automation strategy aligned with your business goals.
CRM Configuration & Pipeline Setup
Setup or optimization of CRM pipelines, lead stages and key fields to support automation and sales follow-ups.
Marketing & Lead Automation Workflows
Implementation of multiple Zapier-based automations for lead capture, CRM updates and email triggers.
Testing, Documentation & Handover
End-to-end testing of all workflows and clear documentation to ensure your team can manage and maintain the system.
Duration
2 weeks
