I need a CRM integrated into our website that captures every form submission in real time, logs it accurately, and then drives the right next step. The system must record customer contacts, sales leads, and support tickets, and automatically trigger: • Email follow-ups • Phone call reminders for my team • Automated SMS to the prospect or customer I should be able to view all records in one dashboard, assign owners, set reminder intervals, and tweak message templates without touching code. Basic reporting (open vs. closed, response times) is important, but I do not require heavy analytics. The underlying site stack can be reviewed once we start; I’m flexible on whether you extend an existing SaaS CRM or build a lightweight custom module, as long as the workflow stays smooth and we don’t have to rebuild the site. Deliverables 1. CRM installed and connected to current web forms. 2. Working automation for the three follow-up channels listed above. 3. Short hand-off session or video plus concise setup documentation. Acceptance is a test entry flowing straight into the CRM, categorized correctly, with the email and SMS sent and a call reminder appearing on the internal calendar.