What’s included
- CRM workflow audit
- Automated deal stage transitions
- Task auto-creation
- Email sequence triggers
- Lead assignment rules
- Custom reports
Delivery plan
Your payment is released from escrow per milestone, only after you approve it.
- 1CRM Workflow Audit & ApprovalDays1-320%
- 2Deal Stage & Task Automation BuildDays4-735%
- 3Email Sequences & Lead Assignment RulesDays8-1030%
- 4Custom Reports & HandoverDays11-1215%
How it works
Buy it, then brief it
Describe what you need in your own words at checkout and attach your references. No kickoff call.
We assign the professional
A vetted specialist in this discipline picks it up, with a project manager accountable for delivery.
Watch it get built
Follow progress, message the person doing the work, and review each milestone in your workspace.
Approve & release
Escrow releases payment only once you have approved that milestone.
Ideal for
Sales teams wanting to eliminate manual CRM updates and focus on selling.
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By Sun, 20 Sept