01
Automation & AI
CRM & Customer Follow-up Automation
Many leads are lost because of slow or inconsistent follow-up. CRM automation helps close that gap.
Deliverables
What do you receive?
02
CRM integration
03
Notification logic
04
Follow-up automation
Process
How the project works
01
Funnel
Review the existing sales funnel.
02
Rules
Define assignment and follow-up rules.
03
Integration
Connect CRM and channels.
04
Monitoring
Review workflow operation.
FAQ
Frequently asked questions
Can it work with our existing CRM?
Yes, when suitable APIs or integrations are available.
Can website leads enter the CRM automatically?
Yes, this is a common automation workflow.
Ready to start your project?
Share your project requirements and we can define the scope, timeline and appropriate solution.
Start a project with 3DQ