Phoenix - Your AI AssistantSet up CRM automation to capture and convert leads
Delivery in
3 days
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What you get with this Offer
I set up CRM automation so leads are captured, followed up with, and moved through your pipeline without manual work — new lead comes in, gets tagged, triggers a follow-up sequence, and moves stages automatically as they engage. This includes mapping your current lead flow, configuring automation rules/triggers in your CRM, and testing the full sequence end-to-end. Covers one CRM platform and up to 3 automated workflows; multi-platform integrations or complex multi-step nurture sequences are available as add-ons — message me with your CRM and use case first so I can confirm scope.
What the Freelancer needs to start the work
Access to your CRM platform, a description of your current lead process, and the specific follow-up/nurture steps you want automated.