CRM & Sales Automation Sprint

CRM & Sales Automation Sprint

A focused transformation sprint for founder-led SMEs that need to centralize leads, automate follow-ups, and turn scattered sales activity into a measurable pipeline.

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Representative build

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Representative build

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Representative build

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Workflow challenge

Leads arrive from multiple channels, follow-ups depend on individual memory, and the founder cannot see pipeline health without asking the team for manual updates.

  • Leads are tracked in spreadsheets and chat threads.

  • Follow-up timing is inconsistent.

  • Sales reports are manual and delayed.

The Kelin approach

Kelin Studio designs the CRM architecture, maps lead sources, sets pipeline stages, automates reminders and follow-ups, and builds dashboards for sales visibility.

Target operating outcome

The sales team gets a single source of truth for leads, customers, next actions, and revenue reporting.

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Centralized CRM

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Centralized CRM

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Centralized CRM

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Lead sources connected

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Lead sources connected

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Lead sources connected

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Pipeline visibility target

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Pipeline visibility target

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Pipeline visibility target

Implementation snapshot

Date:

Jun 12, 2026

Date:

Jun 12, 2026

Date:

Jun 12, 2026

Client:

Representative founder-led SME

Client:

Representative founder-led SME

Client:

Representative founder-led SME

Industry:

Sales operations

Industry:

Sales operations

Industry:

Sales operations

Services:

CRM implementation, pipeline design, lead automation, sales dashboard

Services:

CRM implementation, pipeline design, lead automation, sales dashboard

Services:

CRM implementation, pipeline design, lead automation, sales dashboard

Technology stack:

HubSpot, Zoho, Salesforce, Pipedrive, monday.com, forms, email, WhatsApp, dashboards

Technology stack:

HubSpot, Zoho, Salesforce, Pipedrive, monday.com, forms, email, WhatsApp, dashboards

Technology stack:

HubSpot, Zoho, Salesforce, Pipedrive, monday.com, forms, email, WhatsApp, dashboards

Representative implementation pattern for businesses moving from manual operations to connected CRM, support, and knowledge systems.

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Kelin Studio

Transformation note

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We’re here to help

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Let’s talk about your next AI project

How do we connect?

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Smart process automation

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Direct access to our team — no bots.

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We ask smart questions fast.

Start your AI journey

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We’re here to help

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Let’s talk about your next AI project

How do we connect?

Icon

Smart process automation

Icon

Direct access to our team — no bots.

Icon

We ask smart questions fast.

Start your AI journey

BG Image
Vector

We’re here to help

Vector

Let’s talk about your next AI project

How do we connect?

Icon

Smart process automation

Icon

Direct access to our team — no bots.

Icon

We ask smart questions fast.

Start your AI journey

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