Sunset Software Systems
Ready for more hours?
Starter Package
10 hrs / Package
$85/hr
$150 Savings!
Basic Package
20 hrs / Package
$80/hr
$400 Savings!
Premium Package
40 hrs / Package
$75/hr
$1,000 Savings!
S3 CRM Service Scope of Work
1. Account Setup & Optimization
Ensure client accounts are set up correctly and efficiently.
Configure pipelines, tags, custom fields, and user permissions.
Set up calendars, appointment settings, and automation workflows.
Connect and configure integrations (e.g., Stripe, Zapier, Mailchimp).
Organize and update client data within the CRM system.
2. Automation Management
Create, edit, and oversee CRM automations for client workflows.
Set up webhook automations using tools like Zapier and Make.
Automate repetitive administrative tasks to streamline operations.
Troubleshoot and enhance existing automations for better efficiency.
3. Admin Support
Data Management: Organize, clean, and maintain client databases. Add and update client records.
Calendar Management: Coordinate schedules, set appointments, and prioritize tasks.
File Organization: Structure and organize digital files in platforms like Google Drive or Dropbox.
Document Creation: Provide templates and examples for Standard Operating Procedures (SOPs), FAQs, and other documentation.
4. Client Support Assistance
Respond to emails and customer support tickets within the CRM.
Help organize client inquiries and follow-ups through proper tagging and workflows.
Monitor account communication and resolve basic account-related issues.
5. Campaign & Workflow Setup
Ensure client accounts are set up correctly and efficiently.
Configure pipelines, tags, custom fields, and user permissions.
Set up calendars, appointment settings, and automation workflows.
Connect and configure integrations (e.g., Stripe, Zapier, Mailchimp).
Organize and update client data within the CRM system.
6. Reporting & Analytics
Create, edit, and oversee CRM automations for client workflows.
Set up webhook automations using tools like Zapier and Make.
Automate repetitive administrative tasks to streamline operations.
Troubleshoot and enhance existing automations for better efficiency.
7. Training & Guidance
Ensure client accounts are set up correctly and efficiently.
Configure pipelines, tags, custom fields, and user permissions.
Set up calendars, appointment settings, and automation workflows.
Connect and configure integrations (e.g., Stripe, Zapier, Mailchimp).
Organize and update client data within the CRM system.
8. Miscellaneous Support
Create, edit, and oversee CRM automations for client workflows.
Set up webhook automations using tools like Zapier and Make.
Automate repetitive administrative tasks to streamline operations.
Troubleshoot and enhance existing automations for better efficiency.
Navigation
About us
Get In Touch with S3 CRM
(602) 428-7677
1525 S Higley Rd Ste 104 PMB 1247, Gilbert AZ 85296
Terms & Conditions|Privacy Policy
© Copyright 2022. Sunset Software Systems. All rights reserved.
Starter Package
10 hrs / Package
$85/hr
$150 Savings!
Basic Package
20 hrs / Package
$80/hr
$400 Savings!
Premium Package
40 hrs / Package
$75/hr
$1,000 Savings!
Navigation
About us
Get In Touch with S3 CRM
(602) 428-7677
1525 S Higley Rd Ste 104 PMB 1247, Gilbert AZ 85296
Terms & Conditions|Privacy Policy
© Copyright 2022. Sunset Software Systems. All rights reserved.