Automated CRM System

Pro

Andreas Smidelöv

Starting at

995

About this service

Summary

Streamline your client journey with an automated CRM system that guides your process from initial contact to payment collection. Effortlessly manage client interactions, automate scheduling and proposal generation, and track progress, all while providing a seamless experience for your clients and saving you valuable time.

I specialize in automating key business processes to help you save time, increase efficiency, and enhance client experiences. From streamlining your CRM and client onboarding to providing AI-powered content generation and web scraping solutions, I design custom systems that drive growth and automate repetitive tasks. My holistic approach enables you to focus on what truly matters—growing your business—while I handle the automation behind the scenes.

Process

Book a quick call to walk through what you need.

I start building it right away, and we set up the things needed on your side (please note this may include you signing up for subscription services).

We keep clear and open communication throughout the project, making sure it all runs smoothly and the delivery actually solves your need

I deliver the finished automation to you.

FAQs

Do I need to sign up for subscription services?
Yes. It's better if you have your own accounts for the necessary services. These services are commonly used: 1. Make.com - Generous free version, but $16/mo covers most needs. 2. CRM. If you don't already use one, I'll build this using ClickUp ($12/mo) 3. Cal.com ($12/mo)

What's included

Automated CRM System
Streamline your client journey with an automated CRM system that guides your process from initial contact to payment collection. Effortlessly manage client interactions, automate scheduling and proposal generation, and track progress, all while providing a seamless experience for your clients and saving you valuable time.
Documented Flowchart
Clearly described visual representation of what the automation does, how it does it and when.
Two Revisions
Not happy with the end result? Let me know and I'll adjust it. Not happy with the new adjustment? We'll give it one more go!

Duration

2 weeks

Skills and tools

Automation Engineer

Software Engineer

AI Developer