01
Map the process
- Identify lead sources and owners
- Define stages and required fields
- Confirm tools and connector support
Funnels and CRM — Lucent Works
07 — CRM & Automation Specialist
Funnels and
CRM
CRM
Give every lead a clear next step, from first inquiry to follow-up.
For teams managing leads across forms, inboxes and spreadsheets. We map how inquiries arrive, who owns each next step and where a simple automation can reduce missed follow-ups.
Start with a chatbot or email sequence, or connect one sales pipeline in your CRM. We build the agreed rules, test handoffs and train your team. Automation supports the sales process; your team still owns the conversation.
Sergiy
CRM & Automation Specialist
Lead capture · Handoffs · Follow-up
Capture the right details.
Make ownership clear.
Follow up with purpose.
How we work
Build around the way your team sells
We map one agreed journey before adding automation. Clear ownership, exception handling and a tested handoff matter as much as the automated steps.
02
Build the workflow
- Configure agreed rules and messages
- Connect the selected tools
- Set routing and follow-up triggers
03
Test and train
- Test success and failure scenarios
- Check handoffs and opt-outs
- Document and train the team
Packages and pricing
Starting prices for the scope below. We confirm deliverables, timing, payment terms and any applicable taxes in your proposal before work begins.
One-time fees in USD. Each project covers one language and the listed workflow. Software subscriptions, message usage, database cleanup, migrations and custom API development are additional. Integrations use supported native connectors. Includes 30 days of defect fixes after handoff; ongoing campaigns and optimization are separate.
Lead capture bot
From$400
One-time · 1–2 weeks
Qualify inquiries in one supported messaging channel.
- 1 Telegram or Instagram bot
- 1 flow, up to 10 steps
- Up to 5 qualification fields
- 1 native CRM or email handoff
- Scenario testing
- Documentation and handoff
Email sequence
From$500
One-time · 2–3 weeks
Welcome, onboard or re-engage one audience with a focused sequence.
- 1 sequence, up to 5 emails
- Copy + 1 reusable email layout
- 1 audience segment and entry trigger
- Setup in 1 email platform
- Send and unsubscribe checks
- Handoff and reporting guidance
★ Featured package
Connected pipeline
From$1,500
One-time · 3–5 weeks
Bring lead capture and follow-up into a single sales workflow.
- 1 CRM pipeline, up to 6 stages
- 1 lead source via native connector
- Up to 3 follow-up automations
- 1 sequence, up to 5 emails
- 1 pipeline dashboard
- Scenario testing and team training
Ready to start?