What CRM platforms do you work with?

We work with a variety of CRM platforms and recommend the best fit based on your business size, budget, and needs. We handle all setup, configuration, and integration regardless of platform.

Can you connect my CRM to other tools?

Yes. We integrate your CRM with email, calendar, forms, phone systems, marketing automation, bookkeeping tools, and other business applications.

Will you migrate my existing contacts?

Yes. We import and organize your existing contacts, leads, and deal history into the new CRM system.

Do you provide CRM training?

Yes. We provide hands-on training for you and your team so everyone knows how to use the CRM effectively from day one.

Can the CRM send automated follow-ups?

Yes. We set up automation rules that send emails, create tasks, and trigger notifications based on lead activity, pipeline stage changes, and time-based schedules.

CRM Setup & Sales Pipeline Automation

A CRM organizes every customer interaction, lead, and deal in one place. Iris Zimmerfrau Inc. sets up CRM systems and sales pipelines that track leads from first contact through close, automate follow-up tasks, send appointment reminders, and provide reporting dashboards so you know exactly where every deal stands. We configure pipeline stages, lead source tracking, automation triggers, and team workflows.

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What’s Included

Features & Capabilities

CRM Setup & Configuration

Set up your CRM with custom fields, contact properties, and data structure tailored to your business.

Pipeline Stages

Define clear sales pipeline stages that match your actual sales process.

Lead Source Tracking

Track where leads come from — website, phone, referral, ads — so you know what works.

Automated Follow-Up Tasks

Create tasks and reminders automatically when leads move through pipeline stages.

Appointment Reminders

Send automated reminders before scheduled calls, meetings, and appointments.

Deal Tracking & Forecasting

Track deal values, probabilities, and close dates for revenue forecasting.

Reporting Dashboard

See pipeline health, conversion rates, lead sources, and team performance at a glance.

Automation Triggers

Trigger actions like emails, tasks, or stage changes based on lead behavior and timeline.

Who This Is For

Businesses tracking leads in spreadsheets or email
Sales teams without a structured pipeline
Companies that lose deals due to missed follow-ups
Service businesses managing client relationships manually
Growing teams that need visibility into sales performance

Key Benefits

Never lose track of a lead or deal again
Automate follow-up so nothing falls through the cracks
Understand which lead sources drive revenue
Give your team clear visibility into the sales pipeline
Make data-driven decisions about sales and marketing

Example Workflows

How Businesses Use This

A consulting firm replaces spreadsheet lead tracking with a CRM pipeline that automates follow-ups and tracks deal progress.

A home services company sets up lead source tracking to measure which marketing channels drive the most revenue.

An agency configures automated task creation so team members are prompted to follow up at each pipeline stage.

A professional services firm builds a reporting dashboard to track monthly pipeline health and conversion rates.

Our Process

How It Works

Discovery

We learn about your sales process, lead sources, team structure, and current tools.

CRM Design

We design your pipeline stages, custom fields, automations, and reporting structure.

Setup & Migration

We configure the CRM, import existing contacts, and set up automations and integrations.

Training & Launch

We train your team on the CRM, launch the system, and provide ongoing support.

Frequently Asked Questions

Ready to automate your business?

Schedule a meeting to discuss AI automation, bookkeeping, workflow systems, and growth strategies for your business.

Schedule a Meeting Or email iris@iriszf.com