Description

What we provide

• Full CRM architecture setup or restructuring

• Automated deal pipelines and stage transitions

• Task assignment logic + notification rules

• Lead scoring, tagging, segmentation

• Dashboard creation for KPIs and sales tracking

• Integration with email, WhatsApp, Telegram, calendars

• Auto-reporting + scheduled performance analytics

How we work

1. We audit your current CRM and sales activity.

2. Identify bottlenecks, repetitive manual tasks, delays, and data gaps.

3. Design an automation map — how leads flow, who receives what, at what stage.

4. Build and implement logic, triggers, notifications, and dashboards.

5. Test real scenarios with your team and optimize.

6. Deliver documentation + onboarding session so your team can operate independently.

🟦 Result — A CRM that moves deals forward automatically and gives you visibility in real time.