A complete CRM setup covers four areas: account configuration (business name, logo, team members, roles), pipeline setup (stages that match your sales process, customized for your industry), automation setup (auto-response email, follow-up nudges, review requests), and lead capture (embed form on website, test submission).
Test every automation before going live. Submit a test lead through your website form and verify: Does the lead appear in the pipeline? Does the auto-response email send? Does the SMS alert arrive? Does the follow-up nudge trigger after 24 hours? Catching issues now prevents lost leads later.
Long Drive Leads simplifies setup with industry templates that pre-configure your pipeline stages and recommended automations. Select your industry, add your team, paste the form widget on your website, and submit a test lead. The whole checklist takes about 5 minutes.
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