CRM & Operations Automation by Vinicius SouzaCRM & Operations Automation by Vinicius Souza
CRM & Operations AutomationVinicius Souza
Cover image for CRM & Operations Automation
I automate internal CRM, reporting, and operations workflows so teams can reduce manual admin work and improve visibility across recurring processes.
This service is for businesses that have repetitive operational tasks, scattered data, manual updates, inconsistent handoffs, or reporting that depends too much on spreadsheets and memory.
What I build
CRM workflow automations
Internal task triggers
Status update systems
Reporting workflows
Google Sheets automations
Admin process automation
Team notification flows
Handoff tracking
Data cleanup logic
Zapier / Make integrations
Best fit
Small teams
Agencies
Service businesses
Operations-heavy businesses
Teams using HubSpot, ActiveCampaign, Google Sheets, Zapier, Make, Airtable, WordPress, or similar tools
Outcome
A more organized operating system where recurring tasks, updates, reports, and handoffs happen with less manual work and fewer missed steps.
FAQs

Vinicius's other services
Cover image for CRM Automation Audit
CRM Automation Audit$300
Cover image for Lead Routing & Onboarding Automation
Lead Routing & Onboarding Automation$650
Starting at$1,500
Duration2 weeks
Tags
CRM
Zapier
Systems Integration
Business Process Automation
Marketing Ops
Process Optimization
Reporting Automation
Workflow Design
Service provided by
Vinicius Souza proSão Paulo, Brazil
CRM & Operations AutomationVinicius Souza
Starting at$1,500
Duration2 weeks
Tags
CRM
Zapier
Systems Integration
Business Process Automation
Marketing Ops
Process Optimization
Reporting Automation
Workflow Design
Cover image for CRM & Operations Automation
I automate internal CRM, reporting, and operations workflows so teams can reduce manual admin work and improve visibility across recurring processes.
This service is for businesses that have repetitive operational tasks, scattered data, manual updates, inconsistent handoffs, or reporting that depends too much on spreadsheets and memory.
What I build
CRM workflow automations
Internal task triggers
Status update systems
Reporting workflows
Google Sheets automations
Admin process automation
Team notification flows
Handoff tracking
Data cleanup logic
Zapier / Make integrations
Best fit
Small teams
Agencies
Service businesses
Operations-heavy businesses
Teams using HubSpot, ActiveCampaign, Google Sheets, Zapier, Make, Airtable, WordPress, or similar tools
Outcome
A more organized operating system where recurring tasks, updates, reports, and handoffs happen with less manual work and fewer missed steps.
FAQs

Vinicius's other services
Cover image for CRM Automation Audit
CRM Automation Audit$300
Cover image for Lead Routing & Onboarding Automation
Lead Routing & Onboarding Automation$650
$1,500