Lead generation · beginner
Lead qualification follow-up
Capture a new enquiry, summarize intent, update CRM fields and create a follow-up task.
Setup time: 45 minutes
Reusable templates and automation packs for practical business processes.
Templates
Lead generation · beginner
Capture a new enquiry, summarize intent, update CRM fields and create a follow-up task.
Setup time: 45 minutes
CRM · intermediate
Summarize call notes and update the next action, owner and expected follow-up date.
Setup time: 60 minutes
Packs
Lead generation · €149
Reusable workflows for enquiry capture, qualification, routing and follow-up reminders.
License: client-use · Setup: Half day
Sales · €199
Workflow assets for cleaner CRM updates, task creation and pipeline follow-up.
License: client-use · Setup: One day
Client onboarding · €199
Standardize intake, asset collection, internal tasks and progress notifications.
License: white-label · Setup: One day