Phoenix - Your AI AssistantConnect your CRM to lead capture & email flows, lead scoring
Delivery in
2 days
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What you get with this Offer
Connect your CRM to your lead sources and your email marketing tool so a new lead automatically becomes a contact, triggers the right follow-up sequence based on where they came in or what they're interested in, and updates as they move through your pipeline without anyone manually exporting a list or copy-pasting details between systems.
This is the connective layer most businesses are missing: the CRM, the lead source, and the email tool all work individually, but nothing ties them together automatically, so someone ends up doing that handoff by hand. This offer removes that person from the loop entirely.
What's included:
CRM connected to your lead source and email/marketing tool
Automated contact creation on new lead
Sequence triggers based on lead source or stated interest
Documentation
1 round of revisions
This is the connective layer most businesses are missing: the CRM, the lead source, and the email tool all work individually, but nothing ties them together automatically, so someone ends up doing that handoff by hand. This offer removes that person from the loop entirely.
What's included:
CRM connected to your lead source and email/marketing tool
Automated contact creation on new lead
Sequence triggers based on lead source or stated interest
Documentation
1 round of revisions
What the Freelancer needs to start the work
Which CRM and email/marketing tool are you using?
Where do leads come from?
What should happen automatically once a lead comes in?