CRM and Lead Management Automation package
For teams that want website leads, emails, Telegram or WhatsApp inquiries, and CRM notes organized into a repeatable follow-up workflow.
from EUR 2,990
starting price
2-4 weeks
timeline
Cleaner lead capture, faster follow-up, and safer CRM updates
outcome
included
setup support
Included
Lead intake mapping
Duplicate and missing-field checks
Follow-up task or notification logic
Human approval before sensitive CRM writes
Typical access
CRM export or scoped access
Lead sources
Sales process notes
Example records
Deliverables
Lead workflow brief
CRM field mapping
Notification logic
Review checklist
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 and Lead Management Automation.
Create a private workspace, receive a scoped package, and use setup chat if installation needs help.