What this project delivers
Your CRM becomes the one place where every lead, call, quote and invoice lives: website forms, phone system, email, ads and accounting all connected, with AI scoring and follow-ups so no opportunity waits. We work with HubSpot, Salesforce, Monday, Zoho or a custom CRM.
What it includes
- Lead capture from web, phone, ads and social
- Two-way sync with accounting and quoting
- AI lead scoring and automated follow-ups
- Pipeline reports and forecasts
- Team training and adoption support
Typical stack
HubSpotSalesforceMondayQuickBooksn8n
Project details
CategorySoftware Development
Services involved
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