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Automate Your CRM & Lead Management
I wll automate your leads and customer data between your CRM (HubSpot, Zoho, Salesforce) and other apps. No more lost leads, delayed follow ups, or manual entry. You’ll get an automated system that keeps your sales pipeline running smoothly and reliably.
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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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.
Most lending businesses run on email threads, spreadsheets, and disconnected SaaS tools duct-taped together. That's where SBA Loans HQ started.
Brokers losing deals in their inbox. No pipeline visibility. Critical business logic living inside Zapier. Six months later, none of that was true anymore.
We built a full platform from scratch — four user roles, a Kanban deal pipeline, automated document bundles, in-platform messaging, and a live analytics dashboard for leadership. Document collection that used to take days of back-and-forth now closes in hours.
AWS Textract pulls structured data from financial PDFs in seconds instead of 30 minutes. A multi-agent AI layer handles lead scoring, deal prioritization, and document analysis — brokers see which deals are worth their time without reviewing everything by hand. Every third-party automation connector was replaced with a backend engine built in-house.
$33M+ in loans approved. 50+ lenders onboarded. 60% reduction in operational overhead. Six months, start to production.
Stack: Next.js, Django, PostgreSQL, AWS, Multi-Agent AI, Textract, DocuSeal.
Congrats 🔥 Where'd you design your UI/UX?
AI-Powered CRM Built To Capture And Qualify Leads
Built a lead qualification and CRM workflow that captures inquiries, filters serious prospects, and helps the team follow up faster.
❌ Before Automation
→Leads were coming in, but the process was not clean.
→New inquiries had to be checked manually.
→Some leads needed a quick follow-up.
→Others were not the right fit.
The team had no easy way to separate serious prospects from low-quality leads.
This created 4 problems:
• Slow lead response
• Manual lead checking
• Missed follow-ups
• No clear CRM visibility
Better short version for design:
✅ After Automation
We built an AI-powered lead qualification and CRM system.
The system captures new leads, verifies the information, qualifies prospects, and sends the right data to the CRM. This gives the team a cleaner pipeline and faster follow-up process.
Now the business can see:
• Who the lead is
• What they need
• How serious they are
• Where they are in the pipeline
• What action should happen next
See The Full Workflow here
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