• automate the processes that require manual work and save time
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SIMPLE CRM AUTOMATION FOUNDATION (TIER 1)

SIMPLE CRM AUTOMATION FOUNDATION (TIER 1)

Get your CRM out of chaos and into a clean, usable system with essential automations.

Description

This tier is for businesses that are either new to a CRM or stuck with a messy setup.
We’ll structure your CRM properly and add simple, high-impact automations so leads stop slipping through the cracks and your team knows exactly what to do next.

Included Deliverables

  • CRM platform setup or cleanup (e.g., HubSpot, Pipedrive, GoHighLevel, Zoho)
  • Contact and pipeline structure (stages, fields, basic segmentation)
  • 1 lead capture form or import mapping
  • 2–3 simple automations, such as:
  • Auto-create deal when a lead comes in
  • Auto-assign owner based on source
  • Auto-tag/contact based on interest
  • Basic dashboard with key views (e.g., Open Deals, New Leads)
  • Documentation of what we set up (simple Loom or written summary)
  • Delivery: 3–5 business days after onboarding
  • 1 revision round

Best For

  • Small businesses just starting with a CRM
  • Founders moving from spreadsheets into a real system
  • Teams who want structure but not complexity (yet)

Disclaimer

This is a digital service. No physical item is shipped.
Delivery timelines begin once you provide all required access and onboarding info.
Automations and CRM behavior may depend on third-party platform stability.
By purchasing, you agree to our Terms & Conditions, Refund Policy, Privacy Policy, and Disclaimer.

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FAQs – Your Questions Answered

What exactly is an AI chatbot?

An AI chatbot is a virtual assistant that uses artificial intelligence to communicate automatically with your customers. It answers questions, provides guidance, offers solutions, and collects information — all without human intervention.

Is installing it on my website complicated?

Not at all. Integration is quick and easy — you’ll get step-by-step instructions and full support from our team.

Is it possible to personalize it for my business needs?

Yes! The chatbot is customized to fit your business by building a database based on your specific industry, website content, FAQs, products, and services. This allows it to provide accurate, relevant responses that align perfectly with your customers’ needs. The system learns from your data to ensure it guides users effectively through your offerings and resolves their questions efficiently.

Can small businesses benefit from it?

Absolutely. Even a small team can appear professional and serve customers 24/7 with the help of a chatbot.

Begin building a smarter business today.

In the digital age, business growth depends on how quickly and effectively you communicate with your customers. Our AI chatbot acts as an intelligent assistant that works for you—answering questions, guiding users, and helping close sales. It’s ideal for both small and growing businesses. Integration is easy, and results come fast.

Book a call now