Sales Workflow Automation
CRM & Business Automation
Sales teams often lose leads because enquiries, follow-ups, proposals, tasks and reports are managed manually.
Project Overview
Technology Planned Around Business Operations
Sales teams often lose leads because enquiries, follow-ups, proposals, tasks and reports are managed manually.
⚙️Case Study
PlanRequirements
BuildImplementation
SupportOngoing
Challenge & Solution
How RJ Tech Infotech Approached the Project
The Challenge
Sales teams often lose leads because enquiries, follow-ups, proposals, tasks and reports are managed manually.
Solution Delivered
Perfex CRM configurationLead pipeline and custom stagesn8n workflow automationWhatsApp and email follow-up planningProposal, invoice and task workflow
Business Benefits
Centralized lead managementFaster follow-up processClear task ownershipBetter visibility into sales activity
Technology Stack
Delivery Process
From Requirement to Support
01Discovery
Understand operations, users and expected outcomes.
02Planning
Define architecture, security, modules and milestones.
03Implementation
Configure, develop and integrate the required solution.
04Testing
Validate performance, access, workflows and reliability.
05Support
Provide guidance, maintenance and future expansion.
Need a Similar Solution?
Talk with RJ Tech Infotech about your business, software, marketing or infrastructure requirements.
Book a Consultation