Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Configured lead and opportunity pipeline
Customized layouts and fields
Automation workflows for stage transitions
Tested and validated setup
Optional Add-Ons
(Available for additional scope if needed)
Additional customization of fields or modules
Advanced automation beyond stage transitions
Extended reporting and analytics setup
Prerequisites (Client Responsibilities)
No technical setup required on your end — we’ll handle everything.
Ideal For
Businesses looking to streamline their CRM sales pipeline
Sales teams needing structured lead-to-opportunity management
Managers wanting automated, consistent sales workflows