End-to-End CRM Setup & Automation: Streamline Sales & Ops by Tom Krassowski

End-to-End CRM Setup & Automation: Streamline Sales & Ops

Tom Krassowski

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About this service

Summary

I set up CRM systems from scratch, integrating them with sales, marketing, and fulfillment tools to streamline workflows and automate tasks. From lead tracking and follow-ups to reporting and AI-powered automation, I help businesses reduce admin work and gain real-time insights. Whether you're scaling or optimizing, I’ll build a CRM that drives efficiency and growth.

Process

🔄 CRM Setup & Automation Process

✅ 1. Discovery & Planning

Understand your business needs, sales funnel, and pain points.

Define key metrics (LTV, CAC, conversion rates, sales rep performance).

Choose the right CRM (Salesforce, HubSpot, Close, Pipedrive, Zoho).

✅ 2. CRM Setup & Data Integration

Set up the CRM from scratch or optimize your existing system.

Integrate with marketing tools, UTM tracking, payment systems, and fulfillment.

Automate lead tracking, follow-ups, and data entry.

✅ 3. Automation & Workflow Optimization

Implement Zapier, n8n, or API connections to reduce manual tasks.

Create automated pipelines, deal tracking, and AI-driven insights.

Sync email sequences, customer data, and reporting dashboards.

✅ 4. Reporting & Performance Tracking

Build custom dashboards to track sales performance, conversion rates, and customer insights.

Set up real-time reporting for decision-making and optimization.

✅ 5. Testing, Training & Handover

Test all automations and integrations for accuracy.

Provide training for your team on CRM usage and best practices.

Offer ongoing support for optimizations and scaling.

🚀 Result: A fully integrated CRM system that automates workflows, reduces admin work, and gives clear data-driven insights to help your business grow.

What's included

End-to-End CRM Setup & Automation: Optimize Sales & Workflows
I set up CRM systems from scratch, integrating them with marketing, sales, and fulfillment tools to ensure seamless workflows and automation. ✅ CRM Selection & Setup – Salesforce, HubSpot, Close, Pipedrive, Zoho ✅ Lead Management & Tracking – Automate data entry, follow-ups, & pipeline visibility ✅ Sales & Marketing Integration – Connect CRMs with ads, UTM tracking, email tools ✅ Workflow Automation – Reduce admin work using APIs, Zapier, & AI-driven processes ✅ Custom Dashboards & Reporting – Track LTV, CAC, conversion rates, and team performance Whether you're a SaaS founder, consultant, or scaling business, I’ll build a CRM system that saves time, increases efficiency, and supports growth.

Skills and tools

Account Manager

Customer Success Manager

Sales Manager