Streamline Your Business & Improve Customer Relationships with CRM Automation

Managing customers manually can be exhausting. Missed follow-ups, delayed responses, and disorganized customer data can cost you sales and business growth. CRM Automation helps you manage leads, sales, and customer interactions effortlessly—so you can focus on running your business.

What You Get with CRM Automation:

✅ CRM Setup & Integration – I’ll help you choose and set up the right CRM (Fluent, HubSpot, Zoho, Salesforce, etc.).
Efficient customer management – Keep track of all customer interactions in one place
✅ Automated Email Sequences – Convert leads into paying customers with personalized automated email campaigns.
✅ Lead Management & Sales Funnels – Capture, nurture, and convert leads effortlessly.
✅ Workflow Automation – Reduce manual work by automating repetitive tasks and client interactions.
✅ Custom CRM Training – Learn how to use your CRM effectively to increase sales and customer retention.

Who Is This For?

This coaching is for you if:

Small business owners who want to manage leads and clients efficiently

Entrepreneurs & coaches handling multiple customers or students

Real estate agents & consultants managing follow-ups and appointments

E-commerce & service-based businesses that need automated marketing & sales processes

Any business that wants to save time, reduce stress, and increase productivity

CRM Automation Service Packages

We help businesses streamline their customer interactions, automate repetitive tasks, and improve efficiency with CRM (Customer Relationship Management) automation. Whether you’re a small business owner or a growing enterprise, we have a package that fits your needs.

Essential

Best for: Small businesses, solopreneurs, and startups that need basic CRM setup and automation

200,000
CRM selection guidance (recommend the best platform for your needs)
CRM account setup & configuration
Contact management setup (organizing customer database)
Lead capture form integration (from website/social media)
Automated email responses (welcome emails, follow-ups)
Basic sales pipeline setup (to track leads & deals)
Integration with Gmail/Outlook for email syncing
Support: Email & chat support for 2 weeks after setup
Delivery Time: 5–7 days
Advanced automation sequences
Custom dashboards & reporting
Multi-user team training

Business Growth

Best for: Growing businesses that want advanced automation and improved customer relationship management

650,000
Everything in the Essential CRM Package
Advanced lead tracking & segmentation
Email marketing automation (nurture sequences, abandoned cart emails)
Appointment booking automation (Calendly, Acuity integration)
Basic chatbot setup for customer inquiries
Sales pipeline automation (automated deal movement & notifications)
Team collaboration tools (assign leads, set reminders, task automation)
Support: Email & chat support for 1 month after setup
2 rounds of revisions
Delivery Time: 10–14 days
Industries: Real estate, law firms, coaching, eCommerce, agencies, logistics, healthcare
Custom integrations (e.g., payment gateways, accounting software)
AI-powered automation

Advanced

Best for: Businesses that want full CRM automation, advanced analytics, and deep integration with other tools

1,500,000
Everything in the Business Growth CRM Package
Multi-channel automation (email, SMS, WhatsApp, chatbot)
Custom reporting & dashboard setup (track KPIs & performance)
AI-powered lead scoring & predictive analysis
Workflow automation (e.g., follow-up reminders, sales funnel automation)
Advanced security & regular maintenance for 3 months
CRM integration with accounting, invoicing, or payment systems
Delivery Time: 21–30 days
Full automation of customer onboarding process
Customer retention automation (loyalty programs, upselling & cross-selling strategies)
Support: Email, chat & 2 phone consultation sessions for 2 months after setup
Industries: SaaS, finance, large eCommerce, education, real estate, medical practices
Ongoing CRM management (requires a separate maintenance plan)

Custom

Best for: Businesses that need a highly customized CRM solution built specifically for their workflow

Fully customized CRM solution based on specific business needs
Custom API integrations with third-party platforms
Advanced AI-driven automation & chatbots
Real-time analytics dashboard tailored to your KPIs
Automated customer feedback & satisfaction tracking
Multi-team CRM setup (sales, marketing, support)
Dedicated account manager for implementation
Support: Ongoing consultation & training sessions
Custom pricing & delivery timeline based on project complexity
Industries: Enterprises, fintech, large agencies, healthcare, high-volume sales businesses
Custom Package: Ongoing support as per agreement. Dedicated consultation as needed.
CRM subscription fees (to be handled by the client)

🚨 What’s NOT Included in the Packages?

❌ CRM Software Subscription Fees – Clients must purchase CRM licenses separately (e.g., HubSpot, Zoho, Salesforce)
❌ Website Development – CRM integration with your site is included, but full website development is a separate service
❌ Marketing & Ad Campaigns – CRM automation supports sales & follow-ups but doesn’t cover paid ads

📍 Need help choosing a CRM? We can recommend the best one for your business!

What You Get From Our CRM Automation Services

  • Increase Efficiency & Productivity – Get more done in less time with the right automation.
  • Boost Sales & Customer Retention – Nurture leads and keep customers engaged effortlessly.
  • Tailored Solutions – I customize CRM automation to fit your unique business needs.
  • Scalability & Efficiency – CRM grows as your business grows

— How it works?

Simple Steps to Success

It all starts with a single first step.

Ready to start?

Not sure which package is right for you? Let’s discuss your business needs!

All queries are replied within 24hrs.

Book a Free Consultation
We assess your business & recommend the best CRM solution
1
Choose a Package
Pick the option that best fits your business
2
CRM Setup & Customization
We configure everything to match your business processes
3
Training & Support
We show you how to use your CRM & offer ongoing support
4

How Often Can Clients Contact & Expected Response Time?

  • Starter CRM Package: Max 2 sessions per month, response within 48 hours
  • Growth CRM Package: Max 4 sessions per month, response within 24-48 hours
  • Premium CRM Package: Max 6 sessions per month, response within 24 hours
  • Custom CRM Package: Support frequency & response time customized based on needs
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