Automation & CRM
CRM Setup
Lead pipelines, statuses, forms, notes, assignment flows, and CRM structure.
A working lead pipeline instead of leads scattered across WhatsApp, email, and spreadsheets. I set up a CRM matched to how your business actually sells - stages, routing, and follow-up reminders - so nothing gets missed.
What's included
- Pipeline stages matched to your real sales process
- Lead capture connected from your website forms
- WhatsApp and email follow-up reminders built in
- Team access and lead assignment if you have staff
- Basic reporting - leads in, leads converted, response time
- Training so your team actually uses it day to day
How it works
- 01Map your current lead flow (or lack of one)
- 02Design pipeline stages that match how you sell
- 03Set up the CRM and connect lead sources
- 04Test the full flow from lead capture to follow-up
- 05Train you or your team and hand over documentation