CRM Setup & Lead Automation That Actually Works
Your leads deserve better than a messy spreadsheet. We'll set up a CRM system that captures every lead and nurtures them to close—automatically.
A Real-World Example
Here is exactly how this system works for a business like yours.
The Trigger
“A lead fills out a 'Get a Quote' form on your website at 2 PM.”
The AI Action
The system instantly creates a deal in your CRM, assigns it to your top salesperson, and sends a notification to their phone with all the lead's details.
The Result
The salesperson calls the lead within 5 minutes, while the prospect is still on your website, significantly increasing the closing rate.
The Friction
- ✕Leads scattered across spreadsheets, emails, and sticky notes
- ✕No visibility into your sales pipeline
- ✕Forgetting to follow up with potential customers
- ✕Manual data entry eating up your time
The Result
- ✓CRM platform setup and configuration
- ✓Custom pipeline stages for your sales process
- ✓Lead capture form integrations
- ✓Automated lead assignment rules
- ✓Follow-up task automation
- ✓Sales reporting dashboard
- ✓Team training and documentation
How It Works
Lead Captured
From any source: website, social, phone—automatically logged in CRM
Auto-Assignment
Leads routed to the right team member based on criteria you set
Nurture Sequence
Automated emails and tasks keep leads warm
Pipeline Tracking
Visual dashboard shows every deal and its status
Close & Report
Track wins, analyze performance, and optimize
Lead Captured
From any source: website, social, phone—automatically logged in CRM
Auto-Assignment
Leads routed to the right team member based on criteria you set
Nurture Sequence
Automated emails and tasks keep leads warm
Pipeline Tracking
Visual dashboard shows every deal and its status
Close & Report
Track wins, analyze performance, and optimize
Tools We Use
Frequently Asked Questions
Related Services
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Email & SMS Follow-up Automation
Never miss a follow-up again. Automated email and SMS sequences that nurture leads to conversion.
Reporting & Analytics Dashboards
Real-time dashboards that show you exactly how your business is performing—at a glance.
Ready to automate your crm & lead automation?
Book a free strategy call and we'll show you exactly how it works for your business.