Intelligence
CRM & Workflow Automation
CRM setup and automation for enquiries, sales and follow-up.
Discuss a project ↗How we approach the work
Let’s define the right scope.
We configure the pipeline, customer fields, assignments and follow-up rules around your sales process. Existing records and connections to forms or other tools can be included in the scope.
What we can work on
- 01Pipeline & CRM configuration
- 02Lead routing & follow-up
- 03Connected delivery workflows