01
Map the process
- Identify lead sources and owners
- Define stages and required fields
- Confirm tools and connector support
CRM & Automation Specialist
Funnels and
CRM
Give every lead a clear next step, from first inquiry to follow-up.
Lead journey & sales process mapping
CRM configuration & pipeline setup
Lead capture & qualification workflows
Lead capture bot
From$200
One-time · 1–2 weeks
Specialization
CRM setup
Chatbots
Email automation
Our focus
Lead journey & sales process mappingCRM configuration & pipeline setupLead capture & qualification workflowsLead routing & sales handoffsTelegram & Instagram chatbots
Lead capture bot — Package includes
1 Telegram or Instagram bot1 flow, up to 10 stepsUp to 5 qualification fields1 native CRM or email handoffScenario testing
07 — CRM & Automation Specialist
Funnels and
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. Together, we define the pipeline stages, required customer details and reminders your team needs to keep each opportunity moving.
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. You receive a documented workflow and a clear handoff, so your team knows how to use the setup and maintain it as your process changes.
Sergiy
CRM & Automation Specialist
Lead capture · Handoffs · Follow-up
Sergiy configures CRM pipelines, chatbots and email sequences.
Deliverables include lead capture, routing and follow-up workflows, scenario testing, documentation and team training.
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. Original visual design is scoped with Olya; custom APIs and code with Igor.
Lead capture bot
From$200
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$250
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$750
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?