CRM Pipeline Configuration
$1,200We map your sales stages, build the pipelines, automate follow-up reminders, and wire reports so nothing falls through the cracks.
Operations Receipt · Copy 1 of 2
CRM / ERP & Business Tools · Moorea-Maiao PF
240+
Workflows configured
7 days
Median to first live pipeline
Zero
Spreadsheets left behind
Section 02 · The Register
Every line below is a fixed-scope work order. Prices in USD, quoted before work begins — no surprise charges on the tape.
We map your sales stages, build the pipelines, automate follow-up reminders, and wire reports so nothing falls through the cracks.
Modules for purchasing, production, HR, and finance arranged around how your teams actually work — with approval chains and audit trails.
Barcode or QR stock control with low-stock alerts, supplier reorders, and live valuation across every warehouse location you run.
Email, WhatsApp, and web enquiries landing in one shared inbox — every message attached to the right client record.
Branded quotes that convert to invoices in one click, with payment links, tax rules, and automatic overdue reminders.
One screen for pipeline value, conversion rates, and upcoming cash — refreshed automatically from your live systems.
Old spreadsheets, dusty databases, and double-entered records consolidated into one clean, validated source of truth.
A full day on site or on video: role-based training, shortcut sheets, and written SOPs your team will actually keep using.
Backups, updates, small change requests, and priority response — your systems kept healthy while you run the business.
Section 03 · How the Counter Works
We sit with your processes, list every bottleneck, and hand you a written findings sheet — free, no obligation.
Your tools get built to spec: pipelines, stock rules, inboxes, and reports — reviewed with you at each checkpoint.
Training day, written SOPs, and 30 days of aftercare so the system sticks long after we tear off the receipt.
Section 04 · Settlement
Tell us what is slowing your operation down. You will get a written scope, a fixed price, and a start date — usually within one business day.