CRM Email Engagement Automation
Publicada el 2026-07-16
Descripción de la oferta
My current CRM needs a clear-cut email automation layer that genuinely lifts customer engagement. The heart of the project is building a workflow that sends highly personalized content to each lead or client, with every step logged back into the CRM for easy tracking and follow-up by the sales team. Here’s what I expect: • Map and configure the full email journey inside the CRM, from lead capture through to deal close, making sure every touchpoint feels one-to-one rather than blast-style. • Design the supporting workflow rules so each task, reminder, or status change is automatically checked off and visible to the team. • Re-organize existing sales sheets, linking them neatly to the CRM records so data stays consistent and sales reports are always up to date. • Deliver templates, field mappings, and a brief SOP so my team can keep tweaking campaigns without breaking the flow. Right now the focus is exclusively on email campaigns, but I’d like the structure left flexible enough that we could bolt on chatbot or social-media triggers later without a full rebuild. If you’re confident working with mainstream CRM platforms, dynamic content tags, and sheet integrations, bring your best ideas for making these emails feel personal and persuasive.
Skills
Fuente original: freelancer