CRM Setup

900.00

Set up your CRM so leads are organised, trackable, and easy to follow up. This task is designed to give you clarity, structure, and a clear starting point, so you can move forward confidently without guesswork.

SKU: 10X-CRM-SETUP Category:

Description

This task is designed to address a specific business or marketing need in a clear and structured way. Instead of experimenting with disconnected solutions, we focus on understanding your context and executing this task with intention and clarity. The outcome is practical, usable, and aligned with your business goals — without unnecessary complexity.

## What This Task Includes

– CRM basic setup

– Pipeline stages

– Core fields

– User access setup

## What You’ll Receive

– Working CRM setup

– Pipeline structure

– Next automation recommendations

## Best For

– Lead management

– Sales follow-up

– Teams needing structure

## What We Need From You

– CRM access

– Your sales process steps

– Lead sources

## Important Notes

– Automations are separate tasks unless requested

## Estimated Timeline

– Typical completion time: 3–7 business days

– More complex setups, reviews, or approvals may require additional time

## Questions or Special Requirements?

If you’re unsure whether this task is the right fit for your business, or if you have specific requirements, feel free to reach out before getting started.

👉 Contact us here: https://10xmarketinglab.com/contact