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CRM implementation

Leads from the website, WhatsApp and calls in one system. Funnel, automation and sales control.

What the plan includes

  • Analysis of the current sales process
  • CRM setup and rollout
  • Sales-funnel design
  • Setting up deal stages
  • Creating client fields and cards
  • Distributing leads among managers
  • Setting up tasks and notifications
  • Basic automation
  • Connecting the site, WhatsApp and telephony
  • Connecting call tracking
  • Logging calls and lead sources
  • Basic analytics setup
  • Testing integrations
  • Staff training from 2 hours
  • Video materials and handover of instructions

from 600 000 ₸

A separate project: not automatically included in promotion plans.

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