CRM Pipeline & Marketing Automation

I need my entire sales pipeline brought under tight control and connected seamlessly to marketing and document-handling tools. The core of the job is to map each deal stage inside my CRM, automate the stage transitions, and make sure every contract, NDA, or proposal is issued and signed through PandaDoc without manual hand-offs. On the marketing side, I already have content ready; what I lack is the engine that delivers it. I want: • Drip campaigns that nurture new leads automatically • High-intensity blitz campaigns I can fire off around product launches or events • Event-based automations that react instantly to user behaviour (opens, clicks, form submissions, deal-stage changes) Jotform sheets Extracting data from access Once those pieces are in place, the system should update pipeline metrics, tasks, and notifications automatically so the team always knows what to do next. Key deliverables: • Clean, logical deal-stage architecture with automated progression rules • PandaDoc fully integrated for document generation, e-signatures, and storage • Reusable email templates and workflows for drip, blitz, and behaviour-triggered sequences • Testing, hand-over documentation, and a short walkthrough call so we can maintain and refine the workflows ourselves If you have deep experience tying PandaDoc into a CRM and building smart, multistep email automations, let’s talk—my goal is to go from lead capture to closed-won (and beyond) with zero manual effort.

Project ID: 40385629