Process Automation for
Sales & Project
Pipelines

Auto 01
Pipeline Feed

Appointment
Booked by Lead
Filter
Duplicates
Process Lead
+
Assign Tasks
Auto 02
Track Channel Returns

Show Ads To
Potential Leads
Record Adspend
By Channel
Auto-Create
Reports to Compare
Auto 03
Boost Performance

Assign Team
Members to Items
Trigger
Follow up Sequences
Monitor
Performance

Automate
Pipeline Feed



Track Channel Returns




Boost Performance






What Can Be Automated?
While not always the case, most opportunities for automation revolve around pipelines.
Usually these pipelines are either Leads moving through a Sales Pipeline, or Projects moving through a Delivery Pipeline.
At each stage, team members should be assigned, and automated reminders, tasks, and follow-ups can be triggered.
Not only do we automate these pipelines, we can set them up from scratch on your CRM platform of choice.
Revolutionize Your Processes In 1 Month