Sales Customer Relationship Management (CRM)

Manage deals, leads, and activities in a centralized Zapier Tables pipeline and automatically trigger follow-ups whenever a deal moves between stages.

Problem It Solves

Many small sales teams or solo entrepreneurs rely on scattered spreadsheets and manual reminders to track leads and follow up on deals. This approach often leads to slipped deadlines, lost leads, and inconsistent outreach because it’s easy to overlook stages or forget to send an email. By automating deal-stage updates and follow-up tasks, you eliminate manual bottlenecks, reduce data duplication, and ensure every opportunity gets timely attention, saving hours each week and preventing revenue leakage.

Process Overview

1. Add a new lead to the “Leads” Zapier Table (manually or via an embedded form; we can also automate this with another one of our services ).

2. Assign that lead to a new “Deal” row—Zapier links the two tables.

3. When a deal’s “Stage” dropdown is updated (e.g., from “Prospect” → “Proposal Sent”), a Zap automatically creates a follow-up task in the “Activities” table.

4. The assigned rep receives an email notification with context and a link to the record.

5. If there’s no update after a preset time (e.g., 3 days), another Zap sends a reminder email or Slack ping.

6. When the deal closes (Stage → “Won” or “Lost”), a final Zap can archive the record or trigger a thank-you sequence.

Key Features & Capabilities

• Centralized Deal Pipeline in Zapier Tables
  Organize every opportunity in a Kanban-ish view with custom stage dropdowns.

• Built-In Lead & Activity Tables
  Track potential contacts separately and log calls, emails, and meetings in a dedicated “Activities” table.

• Automated Follow-Up Triggers
  On every “Stage” change, a Zap spins up a new task (email, Slack, or other) so nothing slips through the cracks.

• Time-Based Reminders
  Use Delay steps to automatically ping reps if a deal hasn’t progressed after X days.

• Email & Slack Notifications
  Instantly notify stakeholders when a new deal is added or when a stage update occurs.

• Customizable Stage Values
  Rename or reorder pipeline stages (e.g., Prospect, Qualified, Demo Scheduled, Proposal Sent, Negotiation, Closed Won, Closed Lost) to match your sales process.

Price

• One-Time Setup: $700
  (Initial configuration of Tables, Zaps, and testing to get your Sales CRM live.)

• Monthly Support: $140/month
  (Ongoing maintenance, schema tweaks, and Zap troubleshooting.)