Sales & Leads
Keep opportunities and sales tasks moving.
Keep sales pipelines updated automatically without employees manually updating lead stages and creating repetitive tasks.
New managed agreements: monthly management is the greater of $400 or the combined applicable workflow management charges, once per client's managed agreement, not per workflow. Existing-client additions require a reviewed quote when agreement context is unavailable. Existing signed agreements are unchanged. Software and usage charges are separate.
From a repeating task to a useful output.
Fictional example, not a sent message. Connections, actions and exception handling are confirmed before implementation.
Is this the task you need to change?
Pipelines rot when nobody updates lead stages by hand.
Illustrative input · B2B service provider: An opportunity reaches the Proposal Sent stage in the connected CRM.
What you get
One CRM pipeline, up to six stages, three transition rules and staff task alerts.
Setup and testing, a staff walkthrough, and two consolidated revision rounds within the agreed implementation scope.
What to know
No full CRM migration or replacement CRM application.
We check access and compatibility before connecting customer-owned accounts.
From input to output
A clear path, with people at the right points.
- 01Stage changes — Read an update from one CRM pipeline
- 02Validate the record — Check the owner and required fields
- 03Apply stage rules — Match one approved transition rule
- 04Create the next task — Assign the follow-up to its owner
- 05Update the pipeline — Record the approved status change
- 06Review exceptions — Staff resolve missing or stale data (Human review)
Missing information, uncertain output or a failed connection should be routed for human review. The proposal defines the trigger, review steps and specific failure response before the workflow is used.
Connections and preparation
CRM · Email · Task Management · Reporting
Supported providers, account permissions, volumes and usage charges are confirmed during scoping. Listing a category is not a guarantee that every provider is supported.
See the scope, testing and handover process →Detailed workflow reference
The current workflow reference is available in the configurator. Any extensions remain subject to the standard scope above.
Open workflow configurator →Questions before you decide?
What does monthly management cover?
60 minutes/month of included human service for this workflow. Automated workflow monitoring and error alerts where supported; human triage during business hours. Monthly health review, usage review, and a short operating summary. Authentication checks, investigation, maintenance, and small configuration changes within the included human-service time. Support acknowledgment target: within two business days, Mon–Fri 9am–5pm Pacific, excluding published holidays. Not a resolution or uptime guarantee. Extra engineering is scoped and approved in writing before work — no surprise hourly overages, no 24/7 response promise.
When does management start?
Management starts on accepted go-live, not at inquiry or kickoff. Month-to-month for new managed agreements; cancel before the next renewal, effective at the end of the paid period. On exit, customer-owned accounts are preserved with a documentation and access handoff.
What costs are separate?
Third-party costs such as OpenAI, Claude, Zapier, Make, n8n hosting, Twilio, CRM subscriptions, email systems, hosting, APIs, and databases are separate unless specifically included in an SMI package.
How long does implementation take?
Your proposal confirms the schedule after checking access, supported integrations, scope and testing requirements. Third-party approvals and changes may affect the schedule.
Who owns the accounts?
You retain your accounts and data. Documentation and an access handoff are included under the current management policy. The written proposal confirms applicable configuration and deliverable terms.