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.

Let’s Automate

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.

🚨 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!

Let's Talk!

All queries are replied within 24hrs.

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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