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English
$
USD
I will set up simple crm automation for your small business
Bruno O
About this gig
Manual lead entry costs you customers. Every form submission that doesn't reach your CRM instantly is a lead going cold, or lost entirely.
I build simple, working CRM automations for small businesses connecting your forms to your CRM, with automatic follow-up emails so no lead waits on you.
I don't just configure automation tools I understand customer journeys, so what I build actually fits how your business works, not a generic template.
What I actually do:
Connect your lead form to your CRM automatically
Set up pipeline stages so you can track every lead
Build automated follow-up emails triggered instantly
Test everything end-to-end before handing it over
Why work with me:
I built my own live CRM automation from scratch, including working around a real platform limit (Zoho's free tier blocks native automation) by rebuilding the flow through Zapier. I understand this because I built it, not because I read a tutorial.
Best for small business owners who want their CRM to actually work, without agency-level pricing.
Get to know Bruno O
Bruno O
Digital Marketing Operations Specialist
- FromNigeria
- Member sinceJun 2021
Languages
English
I am a result-driven digital marketing, operations, and AI-driven content specialist with experience supporting brands and remote teams. I specialize in creating high-converting copy, managing digital workflows, and optimizing brand communication. Recently, I have expanded my expertise into AI data training, including data annotation and search evaluation.
My Portfolio
FAQ
Do I need to already have a CRM account?
Not necessarily — I primarily work with Zoho CRM (free tier), but if you already use a different CRM, let me know before ordering and I'll confirm compatibility.
Can you guarantee this will increase my sales?
No honest freelancer can promise that, and I won't pretend otherwise. What I can guarantee is a working, tested automation that captures and responds to leads instantly instead of leaving them waiting.
What if I have a more complex automation need than what's listed?
Message me before ordering — I'm upfront that very complex, multi-platform builds may be outside current scope, and I'd rather tell you that honestly than take an order I can't deliver well.
What do you need from me to get started?
Your CRM login details (or access to create one), your lead capture form (or details on what fields it should have), and the exact message you want sent in the follow-up email.
Do you offer support after delivery?
Yes — each package includes revisions, and I'll walk you through how the automation works before considering the order complete.
