CRM & Lead Flow Setup

Track leads. Automate follow-ups. Never miss an opportunity.

Description:
A complete CRM and lead flow setup tailored to your sales pipeline, customer journey, and team structure. This service ensures your lead capture, tracking, and follow-up systems are fully operational — so you can focus on closing, not chasing.

What’s Included:
• 1 x 60-minute CRM strategy session (mapping pipeline, stages, and automation)
• CRM setup in your chosen platform (HubSpot, Pipedrive, Notion, or similar)
• Custom pipeline creation (lead → close)
• Lead capture forms + integrations (e.g., website, ads, email)
• Automated workflows (lead assignment, follow-up reminders, deal tracking)
• Dashboard for reporting and performance visibility

Perfect For:
• Startups and agencies building their first sales infrastructure
• Founders managing leads manually across platforms
• Service providers with growing sales volume
• Teams needing a centralised, automated lead system

Credit Value: 30 Credits
Estimated Timeline: 1–2 Weeks (strategy, build, automation)

Outcomes & Deliverables:
• Fully configured CRM and sales pipeline
• Lead capture and nurture automations in place
• Dashboard and performance tracking
• Scalable system for predictable pipeline management