CRM and Pipeline Setup

Full CRM configuration so every contact, deal, and follow up has a place to live. Pipeline stages mapped to how you actually sell, tags for segmentation, and a clean import of your existing contact list.

Everything in the build

• CRM platform configuration (GoHighLevel or your existing platform)
• Pipeline stages mapped to your sales process
• Custom fields, tags, and contact segmentation
• Contact import and deduplication
• User accounts and permissions
• Loom walkthrough and written documentation

Other Foundation products