CRM automation demo
CRM automation
Sales teams and service providers that need lead intake, pipeline visibility, and follow-up automation.
Basic
$300
Lead pipeline mock and basic contact tracking.
Standard
$1000
Pipeline plus follow-up automation and activity history.
Premium
$2500+
Production CRM automation with integrations and reporting.
CTA
Customize template
Adapt this factory demo for a buyer project.
Mock CRM access
Demo Owner can review 3 leads for Demo Service Factory.
Leads pipeline
new
qualified
proposal
won
lost
| Company | Contact | Stage | Value | |
|---|---|---|---|---|
| Atlas Studio | Avery Chen | avery@example.com | qualified | $4800 |
| Summit Dental | Riley Park | riley@example.com | proposal | $9200 |
| Northstar Legal | Elena Garcia | elena@example.com | new | $3200 |
| Lead | Type | Activity | When |
|---|---|---|---|
| lead_1001 | Sent qualification follow-up | Today | |
| lead_1002 | task | Prepare proposal reminder | Tomorrow |
| lead_1003 | call | Left voicemail after website intake | Yesterday |