CRM & Pipeline Automation
Full CRM setup on HubSpot, GoHighLevel, or Salesforce with automated pipeline stages, lead scoring, task creation, and follow-up sequences. Your team stops managing the tool and starts closing deals.
Investment
Starting from $2,500 setup
MVP in 3–5 business days · iterate & maintain after launch
- Pipeline audit & stage definition workshop
- CRM workspace setup (HubSpot, GHL, or Salesforce)
- Deal stages with clear entry/exit criteria
- Automated task creation on stage change
- Lead scoring rules for inbound & outbound
- Email & SMS follow-up sequences per stage
- Lost-deal & stale-deal re-engagement flows
- Pipeline value & velocity dashboard
- Duplicate contact merge rules
- Team permissions & notification setup
- Recorded training session for your team
- 30-day adoption check-in & workflow tweaks
Pipeline audit & stage definition workshop
CRM workspace setup (HubSpot, GHL, or Salesforce)
Deal stages with clear entry/exit criteria
Automated task creation on stage change
Lead scoring rules for inbound & outbound
Email & SMS follow-up sequences per stage
Lost-deal & stale-deal re-engagement flows
Pipeline value & velocity dashboard
Duplicate contact merge rules
Team permissions & notification setup
Recorded training session for your team
30-day adoption check-in & workflow tweaks
Built for these teams
Teams whose deals live in inboxes, phone notes, and memory
Owners who can't see pipeline value without asking three people
Sales teams spending more time on data entry than selling
How we deliver crm & pipeline automation
Audit the pipeline
We map how a lead actually moves from first touch to closed deal.
Architect the stages
Clear stages with entry and exit criteria, no ambiguity about what's next.
Automate the busywork
Tasks, follow-ups, and scoring fire automatically as deals progress.
Train the team
We document the workflow and train your team so adoption sticks.
Every lead scored and routed without manual triage
Follow-up sequences that run whether or not anyone remembers
A pipeline number you can trust at a glance
