CRM (Customer Relationship Management) Setup + Automation

$500.00

Intake forms, tagging, and email sequences (Zoho, HubSpot, etc.)

This service configures your CRM platform (like Zoho, HubSpot, or ClickUp) and builds automations that:

• Capture leads from forms or emails

• Assign tasks and reminders automatically

• Send personalized emails and nurture sequences

• Track sales pipelines and client activity

💡 Why Get It?

• Saves time by eliminating manual tasks

• Improves client experience with timely, consistent communication

• Boosts conversion by keeping leads warm and organized

• Scales your operations without adding headcount

It’s ideal for small business owners who want to stay responsive, organized, and growth-ready without drowning in admin.

Intake forms, tagging, and email sequences (Zoho, HubSpot, etc.)

This service configures your CRM platform (like Zoho, HubSpot, or ClickUp) and builds automations that:

• Capture leads from forms or emails

• Assign tasks and reminders automatically

• Send personalized emails and nurture sequences

• Track sales pipelines and client activity

💡 Why Get It?

• Saves time by eliminating manual tasks

• Improves client experience with timely, consistent communication

• Boosts conversion by keeping leads warm and organized

• Scales your operations without adding headcount

It’s ideal for small business owners who want to stay responsive, organized, and growth-ready without drowning in admin.