I will setup jobber crm connecteam salesmate roofr pepdrive servicetitan crm automation
CRM AND MARKETING AUTOMATION EXPERT HELPING BUSINESSES GROW FASTER
About this Gig
Running a service business is easier when your CRM is organized, automated, and built to support your daily operations.
If you're using Jobber, Connecteam, Salesmate, Roofr, Pipedrive, or ServiceTitan, I can help you set up and customize your CRM to simplify customer management, automate repetitive tasks, and improve your overall workflow. A properly configured CRM helps you save time, reduce manual work, and provide a better experience for your customers.
I specialize in CRM setup, customization, workflow automation, sales pipeline management, lead tracking, scheduling, job management, contact organization, invoice and estimate workflows, email and SMS automation, dashboards, reporting, and integrations with tools like Zapier, Make.com, Google Workspace, and other business applications.
What You'll Get:
- CRM setup and customization
- Workflow & business automation
- Sales pipeline optimization
- Job scheduling and task management
- Lead tracking and follow-up automation
- Email & SMS automation
- Third-party integrations
- Fast delivery and reliable support
Please message me before placing your order so we can discuss your project and recommend the best solution for your business!
Software:
Jobber
Industry:
Business services & consulting
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Data analytics
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Software
My Portfolio
FAQ
Which CRM platforms do you support?
I work with Jobber, Connecteam, Salesmate, Roofr, Pipedrive, ServiceTitan, and similar CRM platforms for service-based businesses.
What services are included?
I provide CRM setup, customization, workflow automation, scheduling, customer management, sales pipelines, invoicing workflows, reporting, and third-party integrations.
Can you automate customer follow-ups and job scheduling?
Yes. I can automate follow-ups, appointment reminders, scheduling, task assignments, customer communication, and other repetitive processes.
What do you need to get started?
I'll need your CRM account access, a description of your business, your workflow requirements, and any tools you'd like integrated.
Can you integrate other business applications?
Yes. I integrate with Zapier, Make.com, Google Workspace, QuickBooks, Stripe, and many other business tools when supported.
Do you provide support after delivery?
Absolutely. I make sure everything is tested before delivery and provide support if you need assistance afterward.

