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I will setup hello bonsai CRM automation client portal workflows proposals, clickup
Sunday Moses
Level 1
About this gig
Running a freelance or agency business is easier when everything is organized in one place.
I will help you set up Hello Bonsai so you can manage clients, projects, proposals, contracts, invoices, time tracking, and workflows with confidence.
Whether you're just getting started or need to improve your existing workspace, I'll customize it to fit your business and save you time.
What I can help with:
CRM setup & pipeline customization
Client Portal configuration
Proposal & Contract templates
Time Tracking & Timesheets
Invoice & payment setup
Workflow automation
API & webhook integration
Zapier & Make.com automation
Stripe, PayPal & Google Workspace integration
Data migration & workspace optimization
I focus on creating a clean, efficient system that's easy to manage and built around your workflow. My goal is to help you reduce manual tasks, improve client experience, and keep your business running smoothly.
If you're looking for a reliable Hello Bonsai expert who delivers quality work and clear communication, feel free to place your order or message me before getting started.
Get to know Sunday Moses
Sunday Moses
Advanced AI and Automation Solutions for Medium Business Owners
Level 1
- FromNigeria
- Member sinceApr 2025
- Avg. response time1 hour
- Last delivery1 month
Languages
English, Spanish, French, Portuguese, German, Swahili
I got into AI and CRM automation after seeing how much time businesses lose to repetitive tasks that could be automated. Helping businesses work smarter instead of harder became my passion.
I'm Moses, An AI Automation and CRM specialist who builds intelligent workflows, custom CRM systems, AI agents, chatbots, and API integrations that streamline operations, improve customer experiences, and drive business growth. Whether you need CRM setup, workflow automation, or scalable AI solutions, I'm here to help you save time, boost productivity, and grow with confidence.
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FAQ
Can you set up my CRM from scratch?
Yes. I'll create a fully organized CRM with pipelines, contacts, projects, and workflows tailored to your business.
Can you customize my client portal?
Absolutely. I can configure the portal for a professional, branded experience where clients can access files, proposals, contracts, invoices, and project updates.
Can you automate proposals and invoices?
Yes. I can create reusable templates, automate invoicing, reminders, recurring payments, and approval workflows.
Do you integrate Hello Bonsai with other tools?
Yes. I can connect Hello Bonsai with Zapier, Make.com, Stripe, PayPal, QuickBooks, Xero, Google Workspace, Slack, Calendly, and other compatible services.
Can you migrate data from another CRM?
Yes. I can assist with importing clients, projects, proposals, and related business data into Hello Bonsai where supported.
