Sales Pipeline Updates
Keep your pipeline accurate without manual data entry.
The problem
Pipeline stages fall out of date because updating them is a manual afterthought.
The repetitive task it eliminates
Manually moving deals between stages and updating statuses by hand.
How the automation works
Triggered events — a reply, a booked call, a won deal — automatically update the pipeline stage and notify the team so the board stays current.
Business benefits
- An accurate, up-to-date pipeline
- Less manual data entry
- Fresher visibility for the team
- Fewer stalled deals
What's included in the setup
- Stage transition rules
- Trigger configuration
- Notification setup
- Testing and deployment
Implementation scope
Standard — $249–$299
- Multi-step workflow configuration
- Conditional logic where required
- Two or three supported integrations
- Workflow testing
- Deployment and handover
- Seven-day bug-fix support
These are standard scopes, not unlimited development commitments. Additional integrations, custom features, and substantial changes must be quoted separately.
Seven-day post-deployment support
Every standard implementation includes seven days of post-deployment bug-fix support. This covers corrections to functionality that does not operate according to the agreed specifications.
Not included:
- New features
- Additional workflows
- New integrations
- Changes in business requirements
- Third-party service outages
- Changes caused by external platform updates
These can be quoted separately.
Requirements & limitations
- Access to your CRM
- Defined pipeline stages
Third-party subscriptions, API costs, and platform fees are not included and will be disclosed before setup. We never ask for passwords through ordinary forms — secure delegated access is used where needed.