Process Automation for
Sales & Project
Pipelines
![transparent small](https://convertclicks.io/wp-content/uploads/2020/06/transparent-small.png)
Auto 01
Pipeline Feed
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
Appointment
Booked by Lead
Filter
Duplicates
Process Lead
+
Assign Tasks
Auto 02
Track Channel Returns
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
Show Ads To
Potential Leads
Record Adspend
By Channel
Auto-Create
Reports to Compare
Auto 03
Boost Performance
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
Assign Team
Members to Items
Trigger
Follow up Sequences
Monitor
Performance
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
Automate
Pipeline Feed
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Group_5_copy_2](https://convertclicks.io/wp-content/uploads/2020/06/Group_5_copy_2.png)
Track Channel Returns
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Group_5_copy_2](https://convertclicks.io/wp-content/uploads/2020/06/Group_5_copy_2.png)
Boost Performance
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Rectangle_1_copy](https://convertclicks.io/wp-content/uploads/2020/06/Rectangle_1_copy.png)
![Vector_Smart_Object (4)](https://convertclicks.io/wp-content/uploads/2020/06/Vector_Smart_Object-4.png)
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