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Messaging & CRM
Done for youCRM Pipeline Setup
Structure your sales process for maximum visibility and growth
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Messaging & CRMVerifiedManaged
Package highlights
Automated Workflow
Included with your package.
Data-Driven Insights
Included with your package.
At a glance
Platform
Easy Business
Support Window
15 Days
Duration
10-14 Days
Package
Essential Pipeline
Total price$1,131
Results & reportingSee what is delivered and how progress is reported.View detailsShow less
Campaign proof & reporting
Delivery proof and reporting are tailored to this package.
CRM Pipeline Setup delivery status, scope decisions, and approvals are tracked in one place.
Report includes proof for Custom pipeline stage architecture, Automated lead status triggers, Real-time sales performance dashboards.
Final handoff explains completed work, open dependencies, and recommended next actions.
Easy Business verifies delivery
Transparent proof is attached to this package before handoff.
Outcome Preview & Growth Tools
See how your selected package and add-ons can turn execution into reach, trust, and revenue.
How Money Comes In
1Capture incoming leads from website forms, ads, or manual entryCapture incoming leads from website forms, ads, or manual entry.
2Move prospects through defined sales stages (eMove prospects through defined sales stages (e.g., Discovery, Proposal, Negotiation).
3Automate follow-up tasks and reminders to ensure no deal slips through the cracksAutomate follow-up tasks and reminders to ensure no deal slips through the cracks.
4Close deals and track revenue conversion via the centralized dashboardClose deals and track revenue conversion via the centralized dashboard.
What Usually Happens
“You will gain full visibility into your sales funnel, significantly reducing lead leakage and improving team accountability. Expect faster response times and a more predictable revenue stream as your sales process becomes standardized.”
Results depend on consistent data entry and adherence to the defined sales SOPs.
What’s includedPackage scope, optional extras and delivery steps.View detailsShow less
Package inclusions & options
Pipeline DesignMapping your unique sales journey into digital stages
Dashboard SetupVisual reporting for lead velocity and conversion
Automation RulesAutomated task creation and status updates
User TrainingGuided walkthrough for your sales team
Data MappingStructuring custom fields for accurate reporting
How It Works / Delivery Process
A clear, structured process from planning to performance.
Key Deliverables
What you get as part of this package.
Custom pipeline stage architecture
Included in your final handoff.
Automated lead status triggers
Included in your final handoff.
Real-time sales performance dashboards
Included in your final handoff.
Standardized follow-up rule engine
Included in your final handoff.
Comprehensive testing and QA logs
Included in your final handoff.
Platform
Easy Business
Why choose this package?
Capture incoming leads from website forms, ads, or m
Capture incoming leads from website forms, ads, or manual entry.
Move prospects through defined sales stages (e
Move prospects through defined sales stages (e.g., Discovery, Proposal, Negotiation).
Automate follow-up tasks and reminders to ensure no
Automate follow-up tasks and reminders to ensure no deal slips through the cracks.
Close deals and track revenue conversion via the cen
Close deals and track revenue conversion via the centralized dashboard.
Support & your workspaceHow your service is managed after purchase.View detailsShow less
Support for your business, from setup to handoff
Review the package scope, delivery steps, and support options before you choose.
More value. Less hassle. Built for founders.
Professional quality with transparent pricing and managed delivery.
Why this package is the smart start
Runs inside Easy Business OS
All your campaign work, customer responses and delivery updates stay in one workspace.
Track setup, approvals and deployment in real time.
Access response logs and lead data instantly.
Export reports and share with your team.
Follow up with leads using built-in CRM tools.
CRM Pipeline Setup
Sample workspace
Assets Delivered
6+
+18%
Review Rounds
3
+18%
Handoff Notes
100%
+18%
Recent Activity
Deployment started
Lead batch exported
Responses logged
Daily report generated
Lead Trend
Questions & reviewsAnswers to common questions and customer feedback.View detailsShow less
Frequently asked questions
Do you support all CRM platforms?+
We specialize in Easy Business CRM configurations to ensure high-quality, standardized results.
How long does the setup take?+
Standard setup takes 10-14 days, depending on the complexity of your sales process.
Can you migrate my existing leads?+
Yes, data migration is available as an add-on service based on your current data volume.
What happens after the setup is complete?+
We provide a handover session and documentation to ensure your team can manage the pipeline independently.
Customer Reviews
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