Business Systems
Lead Intake & CRM Automation
Capture leads from your website or forms and automatically send them into your CRM, email list, spreadsheet, or sales pipeline.
The Lead Intake & CRM Automation package helps businesses stop losing leads. We connect your website forms, landing pages, contact forms, or ad leads to your CRM or sales system. Leads can be automatically tagged, assigned, organized, and followed up with.
What is included
- Lead capture setup
- CRM or spreadsheet integration
- Lead tagging and routing
- Email notification setup
- Basic follow-up automation
- Testing and handover
Delivery timeline
7-10 business days
Who this is for
Sales teams, agencies, consultants, real estate businesses, eCommerce teams, and service providers that need reliable lead routing.
What happens after payment
After payment, Yera Tech Group will contact you to collect your website details, project requirements, staging access, and approval instructions. We review your website, prepare the work safely, and confirm the next steps before making changes.