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CRM & Pipeline Management
Built and organised a real estate CRM system to help an agent track leads, manage pipeline activity and maintain consistent follow-up throughout the sales process.
I created a 9-stage lead pipeline in HubSpot and added 15 sample leads, capturing key information such as property interest, budget, and lead source. I also designed a follow-up workflow to help prevent inactive leads from being overlooked.
Key tasks:
Built and structured a 9-stage real estate sales pipeline
Added and organised lead records in HubSpot
Tracked property interests, budgets, and lead sources
Monitored lead progress through each pipeline stage
Created follow-up tasks for inactive leads
Set up an escalation reminder workflow for leads requiring additional attention.
Tools: HubSpot
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Join 1.25M professional creatives like you
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Is your CRM creating more work instead of saving you time?
Leads come in, but follow-ups get missed.
Contacts are scattered across spreadsheets.
Your team isn't always sure who needs attention next.
I help real estate businesses organize their HubSpot CRM and build simple systems that make lead management easier.
What I can help with:
• HubSpot CRM setup & organization
• Lead and pipeline management
• Follow-up workflows & automation
• Email automation
• Lead tracking and data organization
• Zapier integrations
• CRM cleanup and optimization
The goal isn't to add more complexity.
It's to build a system that helps you know what needs attention, automate repetitive tasks, and keep your leads moving.
📩 If your current CRM feels messy or difficult to manage, let's talk.
Just finished building a Salon Booking Management System!
The goal was simple: make appointment management easier for salon owners and reduce the manual work involved in handling bookings and reminders.
The system connects the complete workflow in one place:
1 Customer makes a booking
2 Booking gets confirmed
3 Owner sees it on the dashboard
4 Upcoming appointments are organized clearly
5 Reminders help the owner stay on top of appointments
One of the key things I focused on was making the experience simple, clean, and easy to understand, while keeping the workflow practical for a real business.
This project helped me think beyond just building screens — and focus more on the actual business problem, user flow, and overall product experience.
Excited to keep improving it and turn it into an even more polished product.
#BuildInPublic #SaaS #WebApp #BookingSystem #SalonManagement #ProductDesign #MVP #NoCode #Entrepreneurship
Good work
Designed LeadAI, an AI-powered prospecting SaaS platform built around lead discovery, campaign management, sales automation, AI workflows, and subscription management.
My approach combines strategic UX thinking with modern SaaS UI systems to make complex product workflows feel simple, intuitive, and scalable.
Ideal for founders building:
• AI SaaS products
• B2B platforms
• Sales & automation tools
• Startup MVPs
• Web applications
• AI-powered dashboards
Need a UI/UX designer for your AI or SaaS product?
📩 Let's build it together.
Designing lead prospecting flows that don't feel overwhelming is super tough, but this layout nailed it! As a full-stack engineer who builds AI agent workflows, seeing a UI that cleanly structures multi-step AI tasks and credit limits is super inspiring. Top-tier execution, Shasanko!.