Lead-Centric CRM Website Build

Заказчик: AI | Опубликовано: 11.01.2026

I need a lightweight, web-based CRM that keeps my sales team laser-focused on turning cold leads into active opportunities. The entire platform should revolve around lead management: capturing contact details, recording every touchpoint and, most importantly, helping reps decide who to chase next and when. Key functions I’m after: • Automated follow-ups that trigger emails, tasks or reminders the moment a lead reaches predetermined time or activity thresholds. • Lead scoring that updates in real time so reps instantly see which prospects have warmed up. Email templates might be handy down the road, but for this first phase the two items above are essential. A clean dashboard, responsive UI and straightforward admin panel are must-haves so my non-technical staff can tweak rules, import CSVs and export reports without calling a developer each time. If you already have experience integrating scheduling tools, basic analytics or third-party email services, let me know—those could be useful add-ons. Deliver working code on our domain plus clear setup documentation. I’ll test the flow from new cold lead capture through automated follow-up and scoring updates to sign off.