CRM & Automation Setup
Organise your leads and create a more consistent process for managing enquiries and follow-ups.
- Discovery and process-mapping call
- CRM configuration: one pipeline, custom fields, tags and deal stages
- Lead-capture form connected to your CRM
- Up to 3 automation workflows
- Calendar/booking connection, if applicable
- Testing, recorded walkthrough and 14 days of post-launch support
Best for: Businesses managing leads manually or losing track of enquiries.
Discuss Your Setup (opens in a new tab)