- Design and configure end-to-end workflows (lead assignment, follow-up stages, escalation rules)
- Build and customize sales forms / lead forms (custom fields, validations, dropdowns)
- Manage users, roles, permissions, and team structure
- Maintain lead pipelines, statuses, and dispositions in line with business needs
- Integrate the CRM with third-party tools (WhatsApp, email, website forms, telephony/IVR, ad platforms, APIs/webhooks)
- Set up automations such as auto lead assignment, follow-up reminders, WhatsApp/email triggers, and status-based actions