What to prepare
- Where your leads come from: website, Instagram, phone
- The name of your CRM, or your client spreadsheet
- Your contract or completion certificate template, if you have one
- What you want to see in the Monday report
ServicesBusiness automationCRM sales automation
Sales automation in your CRM
Sales automation in your CRM
I set up sales automation in your CRM: each lead becomes a deal on its own, your manager and client get reminders, the contract fills itself, and on Mondays you get a report.
- Price quoted personally
- Your CRM or Google Sheets
- Accounts and data are yours
Just write — I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
Who it’s for
What sales automation is
Sales automation means the routine between a lead and payment is done by connected services, not by a manager. No entering deals by hand, no remembering the next call, no retyping the contract.
It fits a sales team that sells services or projects and loses leads between DMs, phone calls and a spreadsheet. If you sell on your own, it fits too: the automation takes care of reminders and the report.
You don’t have to set up a new CRM. The automation connects to the one you already use, and if you have no CRM, you can start with Google Sheets. I pick the tool to fit the task.
Gordey Fisun · updated
Before we talk
What to prepare and what the price depends on
Nothing complicated — just tell me in your own words.
What the price depends on
- How many lead sources need to be combined into one
- Whether you have a CRM or we build your client base in Google Sheets
- How many documents are filled from a template
- Whether you need AI that sorts emails and voice messages into fields
In detail
CRM for your sales team: what exactly I set up
Not “automation” in general, but rules you can see in every deal.
One client — one record
Someone DMs you on Instagram, then fills in the form — the new request goes into their existing record instead of creating a duplicate.
Who gets the deal
You set the rule for who gets a new deal. The automation follows it and instantly messages the manager on Telegram.
Where the client came from
Every deal shows its source: website, Instagram or a call. The report shows which channels bring payments and which bring only questions. Useful for marketing, too.
It stops where a person decides
Non-standard terms or a complaint — the automation doesn’t decide on its own, it hands the deal to a manager. We draw up the list of such cases together.
If something fails, you know first
If a step fails, the automation retries it and messages you. You hear about a failure from the system, not from a client.
What you get
CRM sales automation: what’s included
From lead to payment — no manual steps
A lead from your website, Instagram or a call becomes a deal in your CRM on its own, tagged with its source. The manager gets a task, the client gets a reminder, you get a report. Only the conversations stay manual.
Reminders for manager and client
If a deal stalls with no reply, the manager gets a reminder on Telegram. The day before a meeting or payment, the client gets a message automatically.
Contracts from a template
Contracts, completion certificates and delivery notes fill from the deal data — name, service and amount aren’t retyped by hand.
Monday sales report
In the morning on Telegram: how many leads came in, from where, how many became deals and payments. Your sales records build up on their own — you don’t keep them by hand.
Live demo
Watch a lead go through on its own
This is working code, not a picture. Send a request and you’ll see where it lands and who finds out.
How it works
How I set up sales team automation
All you do is tell me how a deal goes now. I do the rest.
We go through your funnel
You tell me how a lead moves from the first message to payment, and where managers do the same thing by hand every day.
I draw the workflow
Every step on one diagram: what becomes a deal, who gets a reminder, which document gets filled. We agree on it before launch.
Testing on live deals
The automation runs alongside your managers’ manual work until the results match.
Launch on your accounts
I switch it on and show the team where to check the log and how to change a sales rule in one place.
5.0 · 37 reviews
- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- The price is final. Overruns are on meIf the task hasn’t changed, the amount named at the start doesn’t grow. If it has, we talk first, then I do the work.
- Not what we agreed — money back
- Bugs are mine. 6 months at no cost
- Critical issues — within 2 hours
- Code, domain, data — yours from day one
Questions
Questions about sales automation
What does CRM sales automation include?
CRM sales automation is a chain with no manual steps: a lead becomes a deal, the manager and client get reminders, the contract fills from a template, and on Monday you get a sales report. It all runs on the services you already use.
Do I need to buy a new CRM for sales?
You don’t have to set up a new CRM for sales: the automation connects to the one your team already uses. If you have no CRM, you can collect leads in Google Sheets — I pick the tool to fit the task.
Does it work for selling services and project-based sales?
For selling services and project-based sales, automation is especially useful: when a deal is long and goes through several conversations, it reminds the manager of the next step and fills the contract from the deal data. So nothing gets lost between calls.
Will my managers have to learn a new program?
Your managers don’t need to learn a new program: they work in the same CRM or spreadsheet as before and get reminders on Telegram. After launch I show the team how everything works — an hour of training is included.
How much does sales team automation cost?
I’ll name the exact price of sales team automation after our first call, and it won’t go up after that. The amount depends on how many lead sources you have, how many documents fill from a template, and whether you have a CRM.
Where is client data stored?
Client data is stored on your accounts from day one: the CRM, spreadsheets and Telegram belong to you. If you decide to carry on without me, the client base and the automation diagram stay with you.