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CRM and Project Management

CRM & Project Management

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We Provide CRM & project Management Services

we are providing servies of crm and project management with unlimited features listed below

1 - Contacts/Leads

1st- Contact client and add them to Digital Rail Yard/Work Flow and Nimble (CRM)

2 - Create Invoice

2nd- we send them an invoice with invoicing system (duplex).

Second Option: We get their credit card number and log into duplex (invoice system) and charge them, the only person that can manually input credit cards is in-house team, but we still send an invoice) after charging them.

(Note: They have to pay us before we do anything for them.)

3 - List of Deals

3rd-Make sure you add all their the info in proper places.

Tab to keep the track of status of the order do all this at nimble CRM/pipeline

4 - Pipeline/Workflow

4- Different pipelines we have in nimble CRM, these are:

5 - Task (Activity)

5th - Then we create Task inside of nimble (CRM)

Note: What person,designer,agent is responsible for the task to get it done. (this person must follow the pipeline above)

6 - Calendar


View inside of nimble CRM about calender make sure we set and schduele all appoinments on this calendar

it is shared with





7 - List of Emails

1- Digital Rail Yard Emails

(support@websiterailyard.com, help@websiterailyard.com

sofia@websiterailyard.com, zoe@websiterailyard.com)

2- Music 2 DNA Emails

(support@music2dna.com, info@music2dna.com)

8th - Social Posting Tools)

We have these kind of social posting tool.

1- SocialQPlus

2- Ocoya

9th - Marketing Tools

We have these Marketing tool.

1- Rail Yard Email

2- ASTU dashboard

10 - Conference Calls

We have these Marketing tool.

1- D2M Network

11 - Promo Videos

Promo video creation and editing, we use this tool.

1- Flex Clip

12 - Live Streaming

For live streaming,events broadcasting on social sites and selling tickets to other people we use this.

1- Flutin Live

13 - Dropbox

For file storage we use dropbox.

1- dropbox


Different pipelines we have in nimble CRM, these are


1 - Facebook Ads

  • Logins for facebook account to do FB Ads under their business page.
  • Come up with content to advertise for FB Ads with client and team.
  • Tell client to add their credit card info on facebook(we will ask before charging).
  • Create flyer for FB ad that makes the exact requirements of Facebook - the dimensions.
  • Send to client for changes.
  • Do any changes they may have.
  • Once approved flyer run the fb ad.
  • Choose target audience like age,etc..
  • Decide where to run your ad
  • Choose a suitable budget
  • Before running ad show preview to client of budget, target audience and flyer
  • Once all approved then Run Ad
  • Monitor results from the FB ad until the campaign ends
  • Send report to Client and thank you note

Close Deal

Read more


2 - M2DNA stream Plus Website

  • Bio of the artist if they don't have one we will help.
  • Musical sound ( who does the artist like).
  • Website of artist with.

Close Deal

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3 - Merchant Services for clients

  • Send the client the form to fill out, then we wait for their info.
  • Tell client we got their info our partners will call you to finish activation.
  • Then we text or email the client Steve's number-212.392.9209 so he can set them up.
  • Get a statement from them if they re processing if not mention that in the email.
  • Copy of voided check front only.

Close Deal

Read more


4 - Opportunities

  • Lead.
  • Negotiation.
  • Then we text or email the client Steve's number-212.392.9209 so he can set them up.
  • Quote /Invoice/Proposal sent.
  • Sold/Collected Payment.
  • client moved to pipeline.

Close Deal

Read more

5 - Press release writing and distribution

  • Tell me a bit about your family and music experience, (whos bio do u like).
  • social media accounts.
  • it will take 2- 3 days to complete.
  • email the artist for approval or chnages.

Close Deal

Read more


7 - Questions without business cards and other printing items

  • How many biz cards do u need?.
  • is it in 300 dpi and pdf format?.
  • they say no thats okay we can recreate your design for free as long as u do printing with us.
  • dont know if its 300 dpi send it any way and our graphic team will check it out.
  • what is the size of the bizcard,postcard or etc...
  • any special things for your biz card, gloss, or etc.
  • what is your delivery address.
  • we will send your invoice to your email please check.
  • once they pay you will get the biz cards within 3-10 biz days.
  • Task and Work has begun-step.
  • Problems or concerns.
  • Client approved work.
  • Work was Delivered.
  • Thank you email/text/letter-sent-step.

Close Deal

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8 - Soundcloud promotion

  • sound cloud song link or album.
  • what style of music do u make(hiphop, pop).

Close Deal

Read more

9 - Steps for Email campaign

  • does client have list or do we get one from our vendor?.
  • Come up with content for the email campaign blast.
  • Create Email template for the email campaign.
  • Get Email Template approved by client.
  • Once approved, start the email campaign.
  • Monitor the analytics of the email campaign that has been sent.
  • Send report to client.

Close Deal

Read more


10 - Voip/Vici Dial System and Services

  • How many users do they need.
  • will they host on their own server or ours.
  • will they use our softphones or ours?
  • do they need a did number?.
  • if so provied the link https://www.zoiper.com/en/voip-softphone/download/current
  • if not get their info and logins.
  • if they say yes send invoice with details.

Close Deal

Read more

11 - Website Workflow

  • Lead Website related prospective clients.
  • Preparation Collect data for website creation from client and other sources.
  • Creation Website creation starts Assign website to a designer
  • Audit Internal review of created website before sending to client
  • Feedback Send website to customer and gather feedback
  • Revision Refine website with customer feedback if any
  • Publish Client approved now publish website
  • after website approval by client Do we have to make other changes to the website
  • Done Website is 100% complete Send thank you text, email or post card
  • Redesign Does client want redesign (e.g after 3 or 6 months)

Close Deal

Read more


12 - YouTube promotion

  • Your E-mail
  • YouTube Video link
  • What type of audience do you want?

Close Deal

Read more

Social Media Content (For us and All Clients)

Following are our Social media contennt services

Printing Job Questions to Ask

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