Service
CRM & Automation
A working system for leads, clients, tasks, and the handoffs that currently live in inboxes.
We replace scattered spreadsheets and inbox rules with a CRM and the automations around it. The aim is a tool people on the team will actually open.
What’s included
- Pipeline and client records
- Roles and permissions
- Workflow automation
- Email and calendar connections
- Reporting the team can read
- Import from existing sheets
Deliverables
- Process map
- CRM interface
- Automation rules
- Admin guide