Phoenix - Your AI AssistantCustom CRM automation and workflows to streamline sales pipeline
Delivery in
3 days
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What you get with this Offer
What This Service Delivers:
Instant Automated Lead Capture: Seamlessly route new leads from landing pages, web forms, and social media ads directly into your sales pipeline without losing data.
Intelligent Lead Routing & Assignment: Instantly assign leads to the right account executives based on custom rules, territory, or round-robin rotation.
Multi-Channel Nurturing Sequences: Launch perfectly timed, automated text and email follow-ups to warm up prospects until they book a call.
Post-Sale Hand-offs & Operations: Trigger automatic customer onboarding emails, generate professional invoices via Stripe, and spin up project folders the exact second a deal is marked "Closed-Won."
Instant Automated Lead Capture: Seamlessly route new leads from landing pages, web forms, and social media ads directly into your sales pipeline without losing data.
Intelligent Lead Routing & Assignment: Instantly assign leads to the right account executives based on custom rules, territory, or round-robin rotation.
Multi-Channel Nurturing Sequences: Launch perfectly timed, automated text and email follow-ups to warm up prospects until they book a call.
Post-Sale Hand-offs & Operations: Trigger automatic customer onboarding emails, generate professional invoices via Stripe, and spin up project folders the exact second a deal is marked "Closed-Won."
What the Freelancer needs to start the work
Which CRM platform does your company currently use, and what is your subscription level (e.g., HubSpot Starter/Professional, GoHighLevel, Pipedrive)?
What are the primary lead sources we need to connect to your CRM (e.g., WordPress form, Meta Ads, LinkedIn Lead Gen)?
Can you briefly outline the journey a customer takes from first finding you to making a purchase?
Do you use external apps for messaging, calling, or payments that must sync with this setup (e.g., Slack, Twilio, Stripe)?