Maksim Kosourov
Automation & CRM Expert - Make, Zapier, n8n
A B2B firm was verifying every counterparty by hand before signing a contract. A manager would open several official government registries one by one, checking tax ID, registration number, name, address, status, and director - then check the bank details separately, by eye. Slow, dependent on one person's attention, and errors slipped through: a dissolved company here, a wrong account number there.
I built an n8n workflow that lives inside their CRM. Now one "Verify" button runs the entire check. It pulls the record, queries the government business registries for legal status and details, validates bank name, routing code and account against the central bank's directory, checks the account number by its checksum, and applies custom rules to phone, email and signatory format. It even detects whether the counterparty is a company or a sole proprietor and checks each accordingly.
The result comes back into the record as one of three clear statuses, with a plain-language report showing exactly which field is wrong and why. A missing or invalid tax ID stops the check early, so nothing runs on bad input.
What changed: several registries collapsed into one button, routine checks no longer need a lawyer, and the CRM sets the verification status automatically. No more contracts signed with dissolved companies or incorrect bank accounts.
Tools: n8n, CRM platform, registry APIs.
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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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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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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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