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I will attio twenty crm keragon microsoft dynamics agile pipeline automation workflows
Real Estate and Nonprofit CRM Wizard Who Automates the Boring Stuff
Hi, I'm Daniel, the person you call when your CRM feels like a junk drawer. 🧹 I untangle the chaos and build systems that quietly do the heavy lifting: Kvcore, Lofty, Follow up Boss, JobTread, GoHigh...
About this Gig
Reduce the hours your team spends on repetitive CRM work and create a system that keeps leads, customers, and workflows moving without constant manual updates.
I help businesses set up and optimize Attio, Twenty CRM, Microsoft Dynamics, Keragon, and Agile CRM to achieve measurable improvements such as:
What can I help you with?
- Attio CRM setup, customization & management
- Twenty CRM setup and workflow configuration
- Microsoft Dynamics CRM support
- Keragon integrations & automation workflows
- Agile CRM setup and management
- Pipeline, stages & deal organization
- Lead and contact management
- Custom fields, tags & data organization
- CRM data cleanup and migration
- Multi-step workflow automation
- CRM integrations and data synchronization
- Repetitive task automation
- Troubleshooting and workflow optimization
Whether you need a simple CRM setup or a complete automation workflow, I'll focus on accuracy, reliability, and a system that's easier for you to manage.
Message me before ordering with your current workflow and desired outcome, and I'll recommend the right solution.
Software:
Microsoft Dynamics
My Portfolio
FAQ
Can you automate lead capture and follow-ups?
Absolutely. I can automate lead capture, lead assignment, follow-up sequences, task creation, notifications, reminders, and customer communication workflows.
Can you set up my Attio CRM or Twenty CRM from scratch?
Yes. I can configure your Attio CRM or Twenty CRM, including pipelines, custom fields, views, tags, contacts, stages, and workflow rules based on your business process.
Can you automate my CRM workflows with Keragon?
Yes. I can help build Keragon automation workflows that connect supported business applications and reduce repetitive manual tasks such as data entry, record updates, notifications, and follow-ups
Can you organize or clean up my existing CRM?
Absolutely. I can help organize contacts, deals, pipelines, custom fields, tags, and views while identifying duplicate, outdated, or poorly structured CRM data.
Can you automate a workflow that requires multiple steps?
Yes. I can build multi-step automation workflows based on your process, provided the required platforms and actions are supported by the available integrations.
