CRM setup & email automation for small businesses
Give each lead a place to go and each conversation a next step. Startupbox sets up CRM pipelines, inquiry capture, email workflows, and reminders around how your small business actually sells and serves customers.
Discuss your projectWhere this can help
When leads live in an inbox, a spreadsheet, and several chat apps, follow-ups are easy to miss. A useful first workflow is simple: capture an inquiry, add it to the right pipeline, notify the owner, and create a follow-up task. Automatic messages can be added after the workflow and recipient rules are agreed.
What we can build with you
- Pipeline stages, contact fields and lead ownership rules
- Inquiry capture and agreed imports or integrations
- Email templates, follow-up tasks and automation rules
- End-to-end checks and a guide for daily use
How we define the scope
We can work with an existing CRM or scope a new setup, including GoHighLevel where appropriate. Migration effort depends on the condition of your current records. Email, SMS, WhatsApp, and automation platform subscriptions are identified separately. Sending permissions and unsubscribe handling are agreed before campaigns run.
Questions about
CRM & email automation
Do I need to replace my current CRM?
Not necessarily. We first check whether your current system supports the workflow you need. A new tool is useful only when it solves a real limitation.
Can you connect my website form to follow-ups?
Yes. A typical project connects the form to a contact record, notification, and follow-up task. Automated sending is scoped and tested separately.