Phoenix - Your AI AssistantAutomate your sales and follow-up workflows in SugarCRM
Delivery in
5 days
- Views 54
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
Tired of missing follow-ups or manually tracking every lead?
With 6+ years of CRM automation experience, I will design and implement sales and follow-up automation workflows inside SugarCRM so your team never misses a deal again. From lead assignment to scheduled emails and status updates, I help businesses streamline sales pipelines and boost conversions using SugarCRM’s powerful workflow engine.
Whether you're running a sales team, marketing campaigns, or client onboarding your SugarCRM will work smarter, faster, and hands-free.
What’s Included:
1. Custom sales workflows (lead → opportunity → deal closed)
2. Automated follow-up emails and task creation
3. Lead status tracking and reminders
4. Auto-assigning leads based on rules (region, source, team)
5. Workflow triggers based on actions, time delays, or field updates
6. Dashboard updates and notifications
7. Full testing and validation
Built for B2B, SaaS, real estate, healthcare, services, and more this service boosts sales team productivity and customer engagement.
With 6+ years of CRM automation experience, I will design and implement sales and follow-up automation workflows inside SugarCRM so your team never misses a deal again. From lead assignment to scheduled emails and status updates, I help businesses streamline sales pipelines and boost conversions using SugarCRM’s powerful workflow engine.
Whether you're running a sales team, marketing campaigns, or client onboarding your SugarCRM will work smarter, faster, and hands-free.
What’s Included:
1. Custom sales workflows (lead → opportunity → deal closed)
2. Automated follow-up emails and task creation
3. Lead status tracking and reminders
4. Auto-assigning leads based on rules (region, source, team)
5. Workflow triggers based on actions, time delays, or field updates
6. Dashboard updates and notifications
7. Full testing and validation
Built for B2B, SaaS, real estate, healthcare, services, and more this service boosts sales team productivity and customer engagement.
What the Freelancer needs to start the work
Send all your requirements on here.