CRM Automation package
For sales teams that want account research, CRM enrichment, lifecycle hygiene, and follow-up preparation without uncontrolled CRM writes.
from $1,500
starting price
2-3 weeks
timeline
Cleaner records and faster sales follow-up
outcome
included
setup support
Included
Lead or account intake mapping
Enrichment and fit-scoring rules
Human approval gate before CRM updates
Pipeline notes, handoff summaries, and rollout metrics
Typical access
CRM export or scoped CRM access
Sales process notes
Example good and bad records
Deliverables
CRM workflow brief
Field mapping
Review checklist
Setup support
This starts as a scoped pilot, not an open-ended project.
After the request, ProcessForge confirms the workflow, required access, risks, and success metric before preparing the delivery workspace.
FAQ
What exactly do we receive?
You receive a client portal workspace with the agreed automation brief, installation instructions, files or links, setup notes, and a support chat for implementation questions.
Do you need passwords or full system access?
No. The pilot can start from exports, examples, and scoped access. If a live integration is needed, ProcessForge asks for the minimum permission required for that workflow.
What happens if installation does not work?
Use the order chat in your client portal. The package includes setup support for the pilot delivery so issues can be diagnosed and corrected.
Can we change the scope after submitting a request?
Yes. The first review confirms the workflow, data sources, risk level, and success metric before delivery work starts.
Is there a refund policy?
If the requested workflow cannot be scoped into a useful pilot, ProcessForge will recommend stopping or changing scope before implementation starts. Commercial terms should be confirmed in the project agreement.
How are files and data protected?
Delivery files are served from protected routes, customer orders require session access, and sensitive actions are kept behind human review and scoped permissions.
Start with CRM Automation.
Create a private workspace, receive a scoped package, and use setup chat if installation needs help.