CRM & Marketing Automation Setup by Vinicius SouzaCRM & Marketing Automation Setup by Vinicius Souza

CRM & Marketing Automation SetupVinicius Souza

Cover image for CRM & Marketing Automation Setup

I build CRM and marketing automation systems that turn new leads into organized follow-up workflows.

This service is for businesses that already capture leads but rely on manual follow-up, messy tags, unclear ownership, disconnected tools, or inconsistent email sequences.

What I build

Lead capture workflows

CRM field structure

Pipeline structure

Lead routing logic

Email follow-up sequences

Lead scoring rules

Internal notifications

Segmentation structure

Reporting checkpoints

Zapier / Make integrations

WordPress or landing page connections

Best fit

Service businesses

Agencies

Course creators

Small teams using HubSpot, ActiveCampaign, Mailchimp, Klaviyo, Zapier, Make, Google Sheets, or WordPress

Outcome

A cleaner CRM system where leads are captured, organized, routed, followed up, and tracked without depending on manual coordination.

FAQs

Vinicius's other services

CRM Automation Audit$300

Cover image for Lead Routing & Onboarding Automation

Lead Routing & Onboarding Automation$650

Starting at$1,200

Duration2 weeks

Tags

Active Campaign

CRM

HubSpot

Klaviyo

MailChimp

Marketing Automation

Lead Scoring

Sales Funnel