CRM & Outreach Automation Stack: End-to-End by Chester SmithCRM & Outreach Automation Stack: End-to-End by Chester Smith
CRM & Outreach Automation Stack: End-to-EndChester Smith
Fragmented sales stack? I'll wire it into one clean, automated system.
If your team is manually syncing CRM data, handling duplicate outreach, or chasing leads that slipped through because your tools don't talk to each other, this is the engagement.
I audit your current stack, design a clean integration architecture, build it, and hand off with full documentation. Your team walks away able to run it independently.
Common problems I fix:
Contact data scattered across your CRM, email tool, and spreadsheets with no reliable sync
Warm leads getting cold-pitched because campaign tools don't check CRM status
No automated handoff when a prospect replies, so someone has to update things manually
No Slack or email alerts when deal status changes or a key action is needed
Typical stack: Pipedrive, HubSpot, or Apollo as the CRM, connected to Lemlist, Instantly, or Smartlead for outreach, synced via Make.com with Slack for notifications and Google Sheets for reporting.
Process:
Week 1, Audit & Design: I review your current tools, map the data flows, and deliver a written system design doc before any build begins
Weeks 2-3, Build: I build the integrations, deduplication logic, status syncs, and notification triggers
Week 4, Handoff: Full SOP documentation, recorded walkthrough, and a 30-minute team training session
You end up with: one source of truth, zero duplicate outreach, automated status updates, and a team that can run campaigns without technical support.
FAQs

Starting at$1,800
Duration4 weeks
Tags
CRM
Make.com
Pipedrive
Sales Automation
AI Automation
Business Workflow Automation
Email Automation
Service provided by
Chester Smith proLondon, UK
CRM & Outreach Automation Stack: End-to-EndChester Smith
Starting at$1,800
Duration4 weeks
Tags
CRM
Make.com
Pipedrive
Sales Automation
AI Automation
Business Workflow Automation
Email Automation
Fragmented sales stack? I'll wire it into one clean, automated system.
If your team is manually syncing CRM data, handling duplicate outreach, or chasing leads that slipped through because your tools don't talk to each other, this is the engagement.
I audit your current stack, design a clean integration architecture, build it, and hand off with full documentation. Your team walks away able to run it independently.
Common problems I fix:
Contact data scattered across your CRM, email tool, and spreadsheets with no reliable sync
Warm leads getting cold-pitched because campaign tools don't check CRM status
No automated handoff when a prospect replies, so someone has to update things manually
No Slack or email alerts when deal status changes or a key action is needed
Typical stack: Pipedrive, HubSpot, or Apollo as the CRM, connected to Lemlist, Instantly, or Smartlead for outreach, synced via Make.com with Slack for notifications and Google Sheets for reporting.
Process:
Week 1, Audit & Design: I review your current tools, map the data flows, and deliver a written system design doc before any build begins
Weeks 2-3, Build: I build the integrations, deduplication logic, status syncs, and notification triggers
Week 4, Handoff: Full SOP documentation, recorded walkthrough, and a 30-minute team training session
You end up with: one source of truth, zero duplicate outreach, automated status updates, and a team that can run campaigns without technical support.
FAQs

$1,800