CRM Pipeline Setup

A fully configured CRM with stages, automations, and dashboards that match your exact sales workflow — live in 5 days.

The problem

Your CRM is a mess of unqualified leads, manual follow-ups, and missed deals.

What we delivered

A fully configured CRM with stages, automations, and dashboards that match your exact sales workflow — live in 5 days.

Sample deliverable

automation_blueprints.json
automation_blueprints.md
design_doc.md
qa_checklist.md
user_guide.md

Engagement options

fixed: CRM audit + pipeline stages + field setup · project: full CRM build + automation sequences + Loom walkthrough · retainer: managed CRM optimization + monthly pipeline review