I will automate sheetify CRM, jotform, dubsado, make com workflows

Germany

I speak English, German

Business Process Automation Pro

Hello, do you know most businesses don't have a tool problem-they have a chaos problem. Leads slipping, data scattered, workflows depending on someone remembering to act. That's exactly what I fix!! ...
About this Gig

Seems overwhelming and disappointed when repetitive tasks get scattered, client data and manual lead management slowing down your business?


Worry no more at these stage you've gotten a great doctor to treat that for you! I help businesses setup Sheetify CRM and automated workflows that organize contacts, manage sales pipelines and connect the tools you already use including Jotform, Dubsado and Make com.


SERVICES I OFFER:

  • Sheetify CRM: CRM setup, pipeline design, contact organization, custom fields and data import.
  • Jotform + Sheetify: Automatically send form submission into your CRM, create contacts, updates records and trigger follow-up actions.
  • Dubsado + CRM: Connect client onboarding forms, workflows and project processes with your CRM.
  • Make com Automation: Build multi-step workflows that connect your CRM with forms, email, calendars, spreadsheets and other businesses tools.


WHAT I WILL DO FOR YOU:

  1. CRM & Pipeline Setup
  2. Data Import & Organization.
  3. Workflow Automation.
  4. Third-Party Integrations.
  5. Webhooks & Custom Workflows.
  6. Testing & Troubleshooting.


A properly structured CRM and reliable automation system can ensure that new leads don't get lost.


MESSAGE ME UP TO START!!

Software:

Other

Industry:

Business services & consulting

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E-Commerce

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Legal

My Portfolio

Other Software Management Services I Offer