Phoenix - Your AI AssistantAutomate your CRM lead and customer management workflow
Delivery in
3 days
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What you get with this Offer
I will automate a defined CRM workflow to help manage leads, update customer records, trigger follow-ups, and move information between connected business systems.
Includes
CRM workflow setup
Lead processing automation
Customer record updates
Follow-up triggers
Application/API connections
Testing
Includes
CRM workflow setup
Lead processing automation
Customer record updates
Follow-up triggers
Application/API connections
Testing
What the Freelancer needs to start the work
CRM platform
Current sales workflow
Lead/customer fields
Follow-up rules
Connected applications
CRM/API access