CRM & Lead Management Automation SetupPedro Oliveira
I help businesses build structured CRM and lead management systems that support growth and automation.
This service focuses on designing and implementing scalable CRM workflows, pipelines and automations that improve lead handling and sales follow-ups.
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.
FAQs
This service is ideal for SaaS companies and growing businesses that generate leads regularly and need a structured CRM and 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.
Yes. Based on your needs, additional automations, integrations or ongoing support can be scoped and quoted separately.
Starting at$800
Duration2 weeks
Tags
Brevo
HubSpot
N8N
Zapier
AI Automation
Automation Engineer
Email Automation
Service provided by
Pedro Oliveira Porto, Portugal
CRM & Lead Management Automation SetupPedro Oliveira
Starting at$800
Duration2 weeks
Tags
Brevo
HubSpot
N8N
Zapier
AI Automation
Automation Engineer
Email Automation
I help businesses build structured CRM and lead management systems that support growth and automation.
This service focuses on designing and implementing scalable CRM workflows, pipelines and automations that improve lead handling and sales follow-ups.
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.
FAQs
This service is ideal for SaaS companies and growing businesses that generate leads regularly and need a structured CRM and 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.
Yes. Based on your needs, additional automations, integrations or ongoing support can be scoped and quoted separately.
$800