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Designed and configured a production-style Zoho CRM lead management system focused on improving lead organization, follow-up consistency, and sales pipeline visibility for a real estate workflow.
The system included:
• Lead capture workflows
• Automated follow-up sequences
• Lead scoring logic
• Sales pipeline management
• Task automation
• Dashboard & reporting setup
• Workflow automation rules
• Lead-to-deal process structure
Built to reduce manual work, improve response handling, and create a more scalable lead management process.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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Optimized existing HubSpot workflows, pipelines, and automations to improve sales efficiency, lead routing, and response times across the organization.
Conducted a full CRM data audit, removing duplicates, standardizing fields, and restoring data quality for reliable automation. Enhanced branded communication templates across WhatsApp, SMS, and email and integrated them into lead follow-up workflows. Set up Twilio for five WhatsApp marketing campaigns with automated nurturing, reminder, and engagement sequences. Improved AI-powered lead scoring and SLA response automation with escalation alerts for overdue leads. Refined KPI dashboards, funnel visualizations, and SLA trackers with automated daily and weekly performance reports. Delivered SOPs, training materials, and live practice sessions ensuring smooth adoption across the sales team
I built this AI lead capture workflow to show how a business can handle new inquiries faster and more professionally.
The system collects lead details, qualifies the customer, updates the CRM, and sends follow-up messages automatically. This helps business owners avoid missed leads, reduce manual work, and respond while the customer is still interested.
My goal with this project was simple: make the lead process cleaner, faster, and easier for a team to manage every day.
For the 100+ Sub-Accounts, 13 Industries, One Playbook project, a robust CRM management and automation infrastructure was built to streamline operations for multi-location businesses across 13 industries. This scalable system was deployed consistently across franchises, dental groups, gyms, real estate teams, and more, ensuring faster business launches, reduced operational bottlenecks, and uniformity across locations. The infrastructure integrates lead management, customer communication, scheduling, and onboarding into one cohesive system, offering complete visibility and automating key business functions. With this setup, businesses can scale without complexity, ensuring that new locations adopt proven processes from day one.
Key Deliverables:
- 100+ Sub-Accounts
- Scalable CRM Management Infrastructure
- Multi-Location Automation Systems
- Lead & Customer Management Automation
- Event, Booking, and Scheduling Systems
This system has enabled businesses to operate seamlessly across multiple locations, ensuring consistent processes, improved lead tracking, and streamlined communication, while freeing up resources for growth.
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