CRM - Project Management AI Automation System

Andreas Stratigis

(0)

Starting at

2,997

About this service

Summary

This system aims to completely streamline and automate a CRM workflow in a (creative) agency. The AI components work for automated responses in emails and messages, as well as for filtering and lead scoring.

This is a major bottleneck for most agencies, as automating this will save 20+ hours on their weekly schedule, on managing pipelines. This goes hand in hand with a customized-per-client and offer, proposal AI automation.

Certified Make.com Pro: More than just skilled—I’m certified. This means you’re getting the cream of the crop when it comes to automation expertise.

Tech Toolbox Extraordinaire: My arsenal is brimming with over 500 apps like Make, Airtable, and Zapier, plus a host of CRM systems, all primed to streamline your operations.

Proven Impact: I’ve helped a multitude of clients save heaps of time and supercharge their workflows—let's add your success story too!

What I Specialize In:

Advanced Make.com Solutions & Custom Apps: I turn complex processes into smooth operations and build custom apps that are just right for your business needs.

CRM & Marketing Automation: I streamline your customer journey, ensuring your marketing efforts are both effective and efficient.

Strategic Workflow Design: Each workflow I craft is customized to align with your business goals, enhancing productivity and efficiency.

Broad App Integration: With expertise in linking a diverse range of apps, I create cohesive ecosystems that maximize your operational effectiveness.

AI-Enhanced Automations: Utilizing the latest AI advancements, I offer solutions that not only automate but also predict and decide intelligently.

Robust API Integration: Where direct UI connectors fall short, I step in with custom API solutions to ensure seamless software interactions.

I look forward to collaborating with you and bringing my expertise to your project. If you have any questions or need further information, feel free to reach out.

Best regards,

Andreas

P.S. - If your project involves a niche or area not mentioned above, I’m always eager to explore new challenges and expand my knowledge. Let’s discuss how we can work together!

Process

1) Onboarding process takes place.

2) Then, we get on a call to discuss about your needs and main bottlenecks in your business/marketing funnel.

3) When agreed, I craft a proposal with what we've discussed the system will be and send over to sign and start working on it.

4) Projects have a predetermined date of delivery and hours required to complete.

5) Complete system is delivered, along with detailed documentation and video walkthrough on how it is used.

FAQs

What support can I expect during and after implementation?
AI automation transforms your operations by streamlining time-intensive tasks like lead generation, proposal writing, CRM updates, and project management. This means you can allocate more time to strategy, creativity, and building client relationships—core activities that drive agency growth and client satisfaction. Automated systems also offer insights and analytics to refine your marketing efforts continuously, ensuring your agency stays ahead of the competition.
What support can I expect during and after implementation?
A detailed planning and strategy session to tailor the automation solutions to your specific needs. Regular updates and check-ins throughout the setup process to ensure transparency and alignment with your goals. Training sessions for your team to get acquainted with the new systems, ensuring a smooth transition and immediate productivity post-implementation.
How are the DFY and DWY services different?
Done For You (DFY): This service is ideal for businesses looking for a hands-off approach to automation. Our team takes care of everything from the initial setup and customization of the automation tools to their ongoing management. This option is perfect for businesses that prefer to focus on their core activities while leaving the technical details to the experts. Done With You (DWY): This service is designed for businesses that want to be more involved in the implementation process. We work alongside your team, setting up the automation solutions together and providing extensive training. This approach not only leads to a tailored setup but also equips your staff with the knowledge and skills to manage and optimize the automation tools independently. It's a great option for businesses looking to build internal expertise in AI automation.
Is my data secure?
Security is our top priority. We use state-of-the-art encryption and comply with the best industry practices to ensure that your data is stored securely and accessed only by authorized users.

What's included

CRM/PM AI Automation System
This system aims to completely streamline and automate a CRM workflow in a (creative) agency. The AI components work for automated responses in emails and messages, as well as for filtering and lead scoring. This is a major bottleneck for most agencies, as automating this will save 20+ hours on their weekly schedule, on managing pipelines. This goes hand in hand with a customized-per-client and offer, proposal AI automation.

Example projects