CRM Setup · Case study
203+ Workflows Across 26 Client Accounts
A body of work spanning more than 203 automation workflows built, and 26 client CRM accounts managed, across a range of businesses.
- Category
- CRM Setup
- 203+automation workflows built
- 26client CRM accounts managed
The service behind this result
CRM Setup & Pipeline Management
I set up or rebuild your CRM around how you actually sell: pipelines that match your stages, custom fields for the details that matter, lead-source tracking, team permissions and dashboards you can read at a glance.
What this kind of build typically includes
- Pipeline stages designed around your sales process
- Custom fields, tags and lead-source tracking
- Contact import and data clean-up
- User roles, permissions and team notifications
- Reporting dashboards
