I’ll set up, optimize, and automate your CRM so your team can manage leads, customers, tasks, and sales processes with less manual work and better data visibility.

Whether you’re starting from scratch, dealing with a messy existing CRM, or need to automate repetitive sales and operational tasks, I’ll structure the system around your actual business process — not force your workflow into a generic template.

🔗 Connect your entire lead flow I can connect your CRM with website forms, advertising channels, phone systems, messengers, chatbots, email, and other business tools so lead and customer data flows into the right place automatically.

📞 Telephony & messaging integrations Connect calls, WhatsApp, Telegram, bots, and other communication channels with your CRM to keep customer interactions and lead data organized.

🎯 Lead & advertising flow Bring leads from Meta Ads, web forms, landing pages, and other acquisition channels into your CRM, then automate routing, assignment, qualification, and follow-up.

⚙️ CRM automation Automate lead distribution, task creation, status updates, notifications, follow-ups, customer journeys, and other repetitive CRM processes.

🔄 Data synchronization Connect your CRM with spreadsheets, databases, ERP systems, and other platforms using native integrations, APIs, webhooks, HTTP, JSON, and automation platforms where needed.

Pipelines and stages

Custom fields

Lead and customer records

Tags and segmentation

Views and statuses

Data organization

Lead capture

Lead routing and assignment

Qualification logic

Sales pipeline automation

Follow-up workflows

Task creation and reminders

Automatic record updates

Status-based actions

Notifications

Task assignment

Data synchronization

Automated customer journeys

Connect your CRM with forms, email, databases, websites, advertising channels, messengers, phone systems, chatbots, and other business tools using native integrations, APIs, webhooks, HTTP, JSON, or automation platforms.

Test the configured workflows, verify data flow, fix issues within scope, and provide a walkthrough of the final setup.

CRM structure review

Pipeline & stages

Basic fields and tags

Basic workflow configuration

Testing

Handover

CRM structure & optimization

Pipeline configuration

Lead routing

Custom fields & segmentation

Up to 3 automated workflows

Basic integration(s)

Testing & documentation

CRM architecture

Multiple pipelines & workflows

Advanced automation logic

CRM integrations

API / webhook integrations

Data synchronization

Testing & documentation

Handover walkthrough