I help businesses organize their customer data, streamline lead management, and connect their marketing tools through practical CRM setups and workflow automation.

The goal is to reduce repetitive manual work, improve visibility across the customer journey, and help businesses manage incoming enquiries more consistently.

HubSpot CRM setup and configuration

Contact and company data organization

Sales pipeline and deal stage configuration

Custom properties and lead qualification fields where supported

Lead source tracking and customer record management

Website form and lead capture integration

Automated lead routing and data handling

Follow-up reminders and internal notifications

Updates to CRM records based on agreed triggers

Connecting website forms with CRM and email tools

Automating repetitive tasks across connected systems

AI-assisted workflows where appropriate for the use case

Brevo setup for newsletters and marketing automation

Resend integration for transactional emails from websites and applications

Lead capture and contact list workflows

Automated welcome messages and follow-up sequences where supported

Connecting email activity with relevant business processes

Meta Pixel setup or troubleshooting

Google Tag Manager and GA4 tracking integration

Meta Conversions API integration where technically supported

Testing browser and server-side events

Event deduplication configuration where both browser and server events are implemented

Lead and conversion tracking for agreed customer actions

Connecting website enquiries with an agreed WhatsApp-based workflow

Integrating supported messaging tools with CRM or other business systems

Routing customer enquiries and storing relevant lead information

WhatsApp Business Platform API integrations where the required accounts, permissions, and technical setup are available

Connecting compatible tools through available APIs or webhooks

Transferring agreed data between systems

Mapping fields and defining how records should be created or updated

Testing integrations and handling expected error scenarios

Depending on the project, I work with HubSpot, Brevo, Resend, Cal.com, Base44, Google Tag Manager, Google Analytics 4, Meta tracking tools, and compatible third-party APIs.

The final technology stack depends on your existing tools, requirements, subscription plans, and available integration methods.

We identify how you currently collect leads, manage contacts, communicate with customers, and track conversions.

I define the required data flow, CRM structure, triggers, actions, integrations, and any access or subscription requirements.

I configure the agreed CRM components and build the supported automations and integrations within the project scope.

I check the expected data flow, test relevant triggers and actions, and verify that the agreed events or notifications behave as intended.

I explain how the configured solution works, identify any ongoing third-party costs, and document the main settings or operating steps where agreed.

This service is suitable for small and medium-sized businesses, agencies, consultants, and service providers that manage incoming leads, customer enquiries, follow-ups, or marketing data across multiple tools.

It is especially useful when information is scattered across forms, spreadsheets, email, a CRM, and messaging channels, creating unnecessary manual work.

To scope the project accurately, I'll need a description of your current process, the tools you use, the outcome you want to achieve, and access to the relevant accounts or documentation.

For third-party integrations, the required subscriptions, API access, account permissions, and business approvals must be available before implementation.

Every setup is different. The price depends on the number of systems involved, integration complexity, data mapping, automation logic, testing requirements, and the subscription features available in your accounts.

Contact me with a description of your current workflow and what you want to improve. I'll review the requirements and provide a tailored quote before work begins.

Important: Third-party subscriptions, API usage, email sending fees, WhatsApp messaging charges, and other external costs are not included unless explicitly agreed. Some automation features require paid platform plans or additional permissions. Advanced custom development and integrations with unsupported or restricted APIs may require a separate assessment.