Lead capture & contact mapping
Define fields, consent, source attribution and how existing contacts should be matched.
CRM & Business Automation
Make enquiries easier to manage from first contact to follow-up.
Map what should happen when a customer enquires, books or buys. We review the existing HighLevel location, forms, sales stages and workflows before adding new configuration, so the website supports the team’s actual process.
What we can scope together
Know what each workstream involves.
The following workstreams inform your proposal. The agreed deliverable list defines what is included; they are not an automatic package bundle.
Sales process
Map enquiry intent to an appropriate pipeline and stage, ownership and opportunity duplicate rules.
Booking & communications
Review calendars, availability, notifications and separate permissions for enquiry responses and marketing.
Automation & reporting
Specify trigger conditions, exclusions, follow-up stops and reporting fields; test before activation.
A visual workflow
From requirements to a reviewed rollout.
- Map the customer journey
- Review existing CRM assets
- Test capture and duplicate rules
- Approve automation and handover
Workflow illustration. Application connections and automation are verified separately before activation.
Integration planning
Start with your existing systems.
- HighLevel forms, contacts, pipelines and calendars
- WordPress enquiry interfaces
- Google/Meta source fields where supported and consented
- Existing external systems subject to API review
Access, compatibility, provider terms and acceptance testing determine what can be connected. No new subscription is assumed.
Who this helps
Choose by business need.
- Businesses losing track of enquiries
- Teams coordinating consultations and sales
- Retailers planning customer follow-up
Implementation & commercial scope
Know what happens before you commit.
Plan & timing
Review goals, users, content, data and system access. Agree a dated milestone plan after discovery. Complexity, dependencies and review turnaround determine the schedule; no unverified fixed delivery time is promised.
Quote & approval
Receive a proposal with deliverables, exclusions, responsibilities and acceptance criteria. Provider fees, licenses, media spend and ongoing support are separated where applicable.
Compare Launch, Grow, Scale & custom scope ↗Build & support
Review on an isolated environment, test the agreed scenarios and approve the release separately. Handover, maintenance hours, response expectations and change requests are defined in the support agreement.
Relevant published work · Customer systems
Yalenu CRM
Published CRM project with dashboard, contact and pipeline interfaces. Scope lists web/mobile development and website management.
This example shows published scope, not proof that all connections described on this page were implemented. Testimonials are published only when approved.
Explore the project ↗Before we talkUseful answers.
Useful answers.
Clear next steps.
Questions specific to CRM & Business Automation.
Will you replace our existing CRM?
We review the existing process first. Migration or replacement needs a separate scope and data reconciliation plan.
How do you prevent duplicate leads?
Agree email/phone matching rules, use an approved upsert path and check existing open opportunities before creating another. Conflicting identities require human review.
Can the website book consultations?
Online scheduling is being finalized. Use Get a Quote to share your requirements and arrange a conversation.
Will automation send email or SMS immediately?
Only after approved triggers, consent and channel settings pass isolated tests. Existing workflows can trigger on record updates, so live writes are not used casually.
Can attribution from Google or Meta be preserved?
We map supported click/source fields and consent requirements. An API-created contact does not automatically reproduce every native attribution behaviour.
What CRM information is visible on this website?
Public pages show service guidance only. Credentials, client records and internal workflow configuration are not embedded.
What does setup include?
The proposal lists forms, fields, pipeline stages, calendars, workflow changes and acceptance tests. Message charges and account subscriptions are separate.
How are automations maintained?
A named owner reviews trigger changes, exclusions, failures and reporting. Ongoing work is agreed as support rather than presumed unlimited.
Continue your journey