CRM Automation & Workflow Optimization
Starting at
$
50
/hrAbout this service
Summary
I help businesses streamline their CRM systems and automate workflows to boost customer engagement and drive conversions. With 8+ years of experience in platforms like HubSpot, Salesforce, and many more, I design custom solutions tailored to your sales and marketing goals. Let’s build smart automations that save you time and help grow your business!
What's included
CRM Setup & Integration
Fully configured CRM platform (HubSpot, Salesforce, etc.) with custom fields, pipelines, and basic automations.
Automation Workflow Design
Creation of automated workflows for lead nurturing, sales pipelines, or customer follow-ups, tailored to your business goals.
Lead Generation Funnel
A fully designed lead capture funnel, including opt-in forms, automated email sequences, and CRM integration.
CRM Audit & Optimization Report
Detailed report outlining current CRM setup, workflow efficiencies, and actionable recommendations for improvement.
Skills and tools
Industries
Marketing
Computer Software
Advertising