I will setup and automate your crm system in espocrm, odoo, basecamp and trello

United Kingdom

I speak English

expert

I specialize in AI integrations and workflow automation using tools like Make, Zapier, and n8n, connecting platforms such as HubSpot, Pipedrive, Fluent CRM, and WordPress. I help businesses automate p...
About this Gig

Want to streamline your business and manage projects efficiently?


I will setup and automate your CRM and project management system in EspoCRM, Odoo, Basecamp, or Trello. With a clean, fully organized system, you can manage leads, track tasks, automate workflows, and improve team productivity.


MY SERVICES


  • CRM setup and full configuration
  • Project management board setup
  • Sales pipeline and lead management setup
  • Workflow automation and task triggers
  • Dashboard creation and custom reports
  • Contact, account, and opportunity management
  • Email automation and notifications
  • User roles, permissions, and team management
  • Third-party integrations and API setup
  • Data import, migration, and cleanup
  • Performance optimization and system tuning
  • Custom fields, forms, and workflow creation
  • Task assignment, progress tracking, and reminders
  • Multi-platform CRM and project system optimization
  • Collaboration and communication workflow setup
  • Ongoing support and consultation

WHY ME?


  • Quick Delivery
  • 100% Customer Satisfaction
  • Effective Communication


Ready to optimize your CRM and project systems? Message me today and lets get started!

Industry:

Business services & consulting

Financial services

Software:

Odoo