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This project focuses on organizing client and prospect information inside a CRM system to improve workflow visibility and follow-up efficiency. I worked on maintaining structured lead records, tracking interactions, and supporting better communication management throughout the customer journey.
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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Marketplace native développée avec Bubble pour connecter les techniciens PAC/climatisation à des demandes de dépannage locales en temps réel.
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
Processing real estate leads manually wastes valuable time and slows down response speed.
This workflow automatically captures every new form submission, extracts key lead information, assigns leads based on preferred location, updates the CRM or Google Sheets, and instantly notifies the right team member through email automation.
Instead of manually reviewing every inquiry, the entire lead routing and follow-up process runs automatically in the background.
What This Workflow Handles
Captures new lead submissions instantly
Extracts important lead details automatically
Assigns leads based on location or conditions
Updates Google Sheets / CRM automatically
Sends instant email notifications to the right agent
Reduces manual lead management work
Improves response speed and workflow efficiency
This helps businesses respond faster, organize leads better, and reduce delays in the sales process through automation.
#Automation #LeadManagement #WorkflowAutomation #n8n #CRM #BusinessAutomation #EmailAutomation #SalesAutomation
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