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Maksim Kosourov's avatar
Maksim Kosourov
Ha Long, Vietnam
Automation & CRM Expert - Make, Zapier, n8n
5.0
Rating
4
Followers
Automation & CRM Expert - Make, Zapier, n8n
Cover image for A consulting firm with 20
A consulting firm with 20 employees and 7 key roles had no system to manage operations. Built a full CRM from scratch over 4 months: 9-stage sales pipeline, cross-department kanban boards, automated task handoffs between Sales, Legal, Product and Accounting teams, checklists and notification triggers at every stage. Result: fully automated operations from day one. CRM has been running 4 years with no structural issues. Client retained me for ongoing support and referred me to colleagues from their entrepreneur community.
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Cover image for A recruitment agency with 17
A recruitment agency with 17 employees had no unified phone system — managers called from personal numbers with no recording or CRM connection. Built complete telephony infrastructure in 2 weeks: 25 numbers, smart routing, CRM integration, call recording, auto-attendant and notification system. Result: zero personal numbers from day one, full call history in CRM. First-touch contact rate increased by 13% thanks to auto-attendant capturing missed calls.
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Cover image for A B2B reputation agency was
A B2B reputation agency was losing leads between website and Telegram. Built two-channel automated lead capture system using Make.com (http://Make.com) and n8n: website quiz with personalised promo code generation and Telegram bot for social traffic — both qualifying and routing leads to managers automatically. Result: 170 leads/month processed with zero manual handling, no leads lost between channels, time to meaningful client conversation reduced by 14 minutes per lead.
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Cover image for A consulting firm processing 150–400
A consulting firm processing 150–400 documents per month managed everything manually via email and chats — no ownership, no SLA tracking, constant delays. Built rule-based document routing: type-based distribution, counterparty assignment via CRM sync, approval chains, automatic task creation and deadline control with escalation triggers. Result: 400 docs/month processed with full automation, zero manual routing, complete traceability at every stage. Long-term client — re-engaged after successful CRM implementation as business scaled.
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