Automate Sales CRM in SuiteDash

I have just adopted SuiteDash and now need an expert to turn it into a fully-functioning sales and CRM engine. My single focus is automation: every new lead that enters the system should be captured, routed, and tracked without manual effort.

Here is what I’m hoping you can handle:
• Configure lead-capture forms, pipelines, and deal stages so prospects flow smoothly from first touch to closed sale.
• Build automations (tasks, email nudges, status changes, notifications) that keep follow-ups consistent and on time.
• Set up dashboards and basic reports so I can see pipeline health at a glance.
• Integrate SuiteDash with my existing website and email marketing tool; API or Zapier is fine, so long as data syncs reliably.
• Document the setup and give me a brief hand-off walk-through so my team can maintain it.

Deliverables will be accepted when a test lead can run end-to-end, triggering every automated step without errors.

If you have previous SuiteDash builds that automated lead capturing and tracking, send a quick rundown or link to view. A short screen-share clip or sandbox login is even better—I learn fastest by seeing real examples.

Looking forward to working with someone who already knows SuiteDash’s quirks and can get this live quickly.