CRM & Lead Automation Set Up
Regular price$799.00
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Streamline your lead flow and never miss a follow-up. Our CRM & Lead Automation setup connects your website forms, chatbots, and landing pages to a central system—organizing contacts, automating responses, and routing leads to the right place. Ideal for businesses ready to scale their sales process with smarter, faster lead handling from day one.
Inclusions:
| CRM Platform Setup |
Configuration of a CRM system (e.g., HubSpot, Zoho, Mailchimp, etc.)
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| Lead Capture Integration | Connect website forms, chatbots, and landing pages to the CRM |
| Lead Routing Rules |
Set up rules to assign leads by source, location, service, or urgency
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| Contact Field Mapping | Custom field creation and mapping for lead segmentation |
| Pipeline Configuration | Set up basic sales or service pipelines with key stages |
| Tagging & Segmentation | Automate tagging based on lead type, interest, or source |
| Email Notifications & Alerts | Internal notifications for new leads or high-priority contacts |
| Basic Automation Workflow |
1–2 automation sequences (e.g., follow-up email, lead status updates)
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| CRM + GA4/GTM Sync (if applicable) | Link lead events to analytics tracking where possible |
| Testing & QA | Full testing of all lead paths and automation triggers |
| Handover & Training Call | 30-minute walkthrough call + documentation for managing leads |
We get to work right away. You’ll receive a welcome email and short form to tailor the service to your goals. Everything’s handled in-house with clear updates and no surprises. Cancel anytime before work starts or switch services if needed. Note: For ad services, the monthly fee does not include your ad spend.
