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Fiverr Pro
English
$
USD
I will build a notion client inquiry CRM and follow up dashboard
Daniel
About this gig
If your customer inquiries are scattered across email, WhatsApp, website forms, marketplaces, DMs, or spreadsheets, I can help turn them into a simple Notion client inquiry CRM and follow-up dashboard.
The workflow can track new customer inquiries, missing quote details, lead status, urgency, reply drafts for manual review, follow-up tasks, companies, contacts, and reusable message templates.
This is best for freelancers, agencies, travel businesses, logistics teams, repair shops, local service businesses, consultants, and B2B suppliers that handle repeated quote requests.
What I can build: a Notion inquiry CRM, quote-ready checklist, follow-up dashboard, message template library, company/contact records, simple daily operating view, and optional automation plan for forms, email, WhatsApp, Google Sheets, Airtable, Make, or n8n.
Important: this setup helps organize and draft customer responses. You keep final approval for pricing, promises, and customer communication.
Get to know Daniel
Daniel
AI Automation Developer
- FromNigeria
- Member sinceJul 2026
Languages
English
I build practical AI automation tools for small businesses that need to organize customer inquiries, sales follow-ups, quotes, and internal workflows. My focus is simple, usable systems: inquiry assistants, lightweight CRMs, quote trackers, Google Sheets automations, and web app dashboards. I turn repeated manual work into clear workflows that save time and help teams respond faster.
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FAQ
Can I try a free Notion template first?
Yes. I have a free Client Inquiry CRM Notion template you can review first. This Fiverr service is for adapting the workflow to your exact business, inquiry channels, quote process, and follow-up steps.
