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CRM & Workflow Management

Turn Your CRM Into a Revenue Engine. Your CRM isn’t just a database, it’s a growth tool.

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Imagine this: You have hundreds of leads sitting in your CRM, but you’re not sure who’s been contacted, who’s ready to close, or who fell through the cracks. Automations are broken, duplicate entries are piling up, and your follow-up strategy is more guesswork than system. You're leaving money on the table and don’t even know it.

Boogie Team’s CRM & Workflow Management service keeps your data organized, your workflows automated, and your leads nurtured. We eliminate manual entry, fix disorganized records, and build out automation flows, so your business moves faster, smarter, and more efficiently.

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Tasks Handled for CRM & Workflow Management

Data Entry & Database Cleanup

  • Input new contacts, notes, and interactions

  • Clean up outdated or inconsistent data

  • De-duplicate and normalize fields for consistency

Lead Status Updates & Pipeline Management

  • Adjust lead status as they move through the funnel

  • Log call notes, email replies, and deal updates

  • Maintain sales pipeline visibility for teams and leaders

Tagging, Segmentation & Follow-Ups

  • Apply custom tags based on behavior, source, or lifecycle

  • Segment lists for campaigns or retargeting

  • Schedule follow-ups and trigger reminders automatically

Workflow Automation Setup & Optimization

  • Build and map automation flows (e.g., lead assignment, notifications, nurture sequences)

  • Connect CRMs with tools like Gmail, Slack, Calendly, and more

  • Monitor and troubleshoot workflows to ensure reliability

TRUSTED BY:

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An underperforming CRM doesn’t just slow down your team—it costs you leads, time, and revenue.

 

Most businesses struggle to keep up with data entry, contact segmentation, and the technical side of automation. That’s where we come in.

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With Boogie Team, you get more than just data support. You get a system that works for you, not against you. Whether you're using HubSpot, Salesforce, Zoho, or a custom CRM, we ensure your backend is running like a well-oiled machine.

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You’ll benefit from:

  • Accurate, up-to-date lead and client records

  • Streamlined workflows and automations that save hours

  • Consistent tagging and segmentation for targeted outreach

  • A CRM that reflects real-time business activity

 Eli, Nexus Design Inc.

"Boogie has transformed operations. Carlos, Mariel, and Hazle are professional and dedicated, effectively managing calls and daily tasks. Trish is kind and responsive, always ensuring we have the support needed. I highly recommend them."

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