CRM setup and automation
A pipeline your team actually updates, with the follow-ups happening on their own.
Deal pipeline
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The problem
Deals live in someone's inbox, a spreadsheet, and their memory, all three disagreeing by Thursday. Follow-ups slip, handoffs between sales and delivery lose context, and nobody can say what's actually in the pipeline without asking around.
Our approach
We map how your team actually sells, not how a template thinks they should, then build the pipeline around that. Stages match real decision points, required fields are the ones people will fill in, and the automation handles the parts nobody wants to do by hand: reminders, status updates, handoff notes.
What's included
- Pipeline and stage design matched to your sales process
- Contact, company, and deal data migrated from spreadsheets or a previous tool
- Automated follow-up reminders and stage-change notifications
- Handoff workflow between sales and delivery or support
- Reporting views for pipeline value, conversion, and rep activity
- Team training and a written playbook for admin handover