Comprehensive Sales Lead Automation
Budget: ₹12,500 – ₹37,500 INR
I need a turnkey workflow that takes every incoming lead, captures it cleanly, nurtures it automatically, and then serves it back to me scored and ready to close. The entire focus is on automating my sales and marketing efforts—specifically the sales-lead-tracking portion—so I can spend less time inside spreadsheets and more time talking to qualified prospects.
Here’s what must be in place before we call the project done:
• Lead capture forms that plug into my website and landing pages, feeding directly into the CRM.
• Automated follow-ups that trigger the right email, text, or task the moment a lead fills a form or changes status.
• Lead scoring and prioritization rules that sort hot prospects from cold inquiries, surfacing the next best action for me automatically.
Whether you prefer HubSpot, Zoho, Salesforce, or a Zapier-driven stack, I’m open—as long as the final system is reliable, easy for a non-technical user to tweak, and fully documented. A clean, intuitive reporting dashboard that shows real-time pipeline health will earn bonus points.
You’ll hand over the configured toolset, clear instructions (video or written), and a quick live walkthrough so I can see everything working end-to-end. Once the first qualified lead rolls in without manual effort, we’ll call it a success.
Here’s what must be in place before we call the project done:
• Lead capture forms that plug into my website and landing pages, feeding directly into the CRM.
• Automated follow-ups that trigger the right email, text, or task the moment a lead fills a form or changes status.
• Lead scoring and prioritization rules that sort hot prospects from cold inquiries, surfacing the next best action for me automatically.
Whether you prefer HubSpot, Zoho, Salesforce, or a Zapier-driven stack, I’m open—as long as the final system is reliable, easy for a non-technical user to tweak, and fully documented. A clean, intuitive reporting dashboard that shows real-time pipeline health will earn bonus points.
You’ll hand over the configured toolset, clear instructions (video or written), and a quick live walkthrough so I can see everything working end-to-end. Once the first qualified lead rolls in without manual effort, we’ll call it a success.
Related categories:
PHP
CRM
Salesforce.com
Email Marketing
Salesforce App Development
Sales Management
Lead Generation
n8n