CRM Systems Architecture: The AI-Native Sales Pipe (Masterclass)

CRM Systems Architecture: The AI-Native Sales Pipe (Masterclass)

This masterclass empowers you to master the art of building centralized, AI-powered sales systems. Participants will learn to design high-performance CRM systems that eliminate manual lead loss and maximize return on investment (ROI).

📚 Training Modules

🏗️ Module 1: CRM Fundamentals and Strategic Design

This module aims to provide system sovereignty by transitioning from manual WhatsApp/Excel chaos to centralized data memory. You will discover the mathematical journey from initial contact to final payment with Lead-to-Cash pipeline design.

🤖 Module 2: Kommo and AI Sales Bot Configuration

Master the custom stages, fields, and segment architecture in digital pipeline setup. Automate tasks by creating autonomous logic that responds to human triggers with the AI sales bot.

🌐 Module 3: Omnichannel and API Orchestration

Learn closed-loop synchronization by uniting Instagram, Facebook, WhatsApp, and Email in a single panel. Automatically notify your teams with webhooks and API calls.

📊 Module 4: Advanced Analytics and BI

Track performance by measuring response times, conversion rates, and agent-based KPIs. Visualize your CRM data in professional executive dashboards with Looker Studio integration.

🎁 Exclusive Bonuses

  • Ready-to-Use Sales Funnel Template
  • CRM Custom Field Checklist (25+ critical points)
  • Sales Team Scorecard Template
  • Full Access to Class Video Modules

This masterclass is a unique opportunity for professionals seeking in-depth knowledge of CRM systems architecture.

Execution Roadmap

01. Secure Your Appointment

Select your preferred date and time from our live calendar for your strategic consultation.

02. Strategic Audit (60 Minutes)

A deep-dive session where we analyze your technical challenges and architect a custom execution roadmap.

03. Proposal & Scope Approval

We deliver your tailored project plan and investment quote. Once approved, we initiate the secure setup.

04. Secure Escrow (via Mellow.io)

100% of your investment is secured in a protected escrow. Your funds are only released after project delivery.

05. Implementation & Execution

Direct, one-on-one execution of your AI training, integration, or consulting sessions as per the roadmap.

06. Final Sign-off & Release

Upon successful completion and your final approval, the escrow is released. Success achieved, mission accomplished.