Sales · BUILT-TO-ORDER SERVICE

Sales Automation Dynamo

Connect incoming leads to a structured qualification and follow-up process, with a clear handoff to your sales team.

What is included

• Capture leads from one supported source
• Apply your qualification rules
• Create or update CRM records
• Route qualified enquiries or booking links to your team

What we need from you

Your lead source, CRM and qualification criteria. We will confirm requirements and secure access arrangements after your order.

Your deliverable

Organized lead records and an agreed follow-up handoff, a sample test run, and handover notes for the agreed setup.

Scope and limitations

Additional pipelines, paid lead sources and custom CRM development are outside the starter scope.

Package covers one starter workflow. Third-party accounts, subscriptions, API usage, hosting and messaging charges are separate. Extra integrations, ongoing support and material changes require a separate approved quote.