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I will attio twenty crm microsoft 365 dynamics sugarcrm agile google workspace godaddy
Jobtread, Construction CRM, EHR, EMR, GHL, Zoho, Neon CRM Setup Expert
⭐⭐⭐⭐⭐ “David completely transformed our workflow and automation systems. Everything runs smoother, faster, and more efficiently now!”
Hi, I’m David, a CRM & business automation specialist helping ser...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
Highly Responsive
Known for exceptionally quick replies
What people loved about this freelancer
areagencypro
Germany
I asked Dave for an architecture recommendation for an agentic AI market research prototype tied to Dynamics 365 Sales adoption research, and honestly he pushed...
gabrielalexi804
United States
Dave built out our deal flow pipeline in Attio, and it's clear he actually understands how venture capital firms operate, not just how to configure a generic...
areagencypro
Germany
Dave connected Stripe to our brand new Twenty CRM so paying clients automatically get marked as active instead of sitting as prospects forever. He caught real...
excelentspirit
United States
Dave migrated our entire sales team from Pipedrive to Attio, contacts, deals, and pipeline stages, with a proper duplicate cleanup along the way, and on top...
About this Gig
Need a CRM automation expert to eliminate manual tasks, missed follow-ups, lead leaks, and messy sales pipelines?
I will build CRM automation workflows, pipeline automation, lead management systems, and business process automation tailored to your needs.
Platforms include Microsoft Dynamics 365, SugarCRM, Agile CRM, Zoho CRM, Lofty CRM, HubSpot, Salesforce, Pipedrive, GoHighLevel, Monday.com, ClickUp, ActiveCampaign, Keap, Freshsales, Insightly, Copper CRM, Nimble, and more.
Services include:
- CRM workflow automation
- Sales pipeline automation
- Lead capture and lead routing
- Follow-up automation
- Email and SMS automation
- Task and activity automation
- Contact and deal management
- CRM integrations
- Workflow optimization
- Custom automation rules
- Reporting and dashboard setup
- Trigger-based automations
Whether you're losing leads, wasting time on repetitive tasks, struggling with CRM adoption, or need seamless CRM integrations, I'll create efficient automation workflows that improve productivity, response times, and conversions.
Message me today to discuss your CRM automation project. DM to get started as soon as possible!
Software:
Microsoft Dynamics
My Portfolio
FAQ
Can you integrate my CRM with other business tools?
Yes. I can integrate your CRM with email marketing platforms, calendars, forms, communication tools, lead generation software, project management systems, and other third-party applications.
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 fix or optimize existing CRM workflows?
Yes. If your current automation is broken, inefficient, or causing duplicate records, missed leads, or workflow errors, I can audit and optimize it.
Can you create custom sales pipelines?
Yes. I can build and customize pipelines, stages, automations, deal tracking systems, and reporting dashboards based on your sales process.
Reviews
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A areagencypro
Germany
Ongoing collaborationI asked Dave for an architecture recommendation for an agentic AI market research prototype tied to Dynamics 365 Sales adoption research, and honestly he pushed back on my budget pressure in a way that, looking back, I actually respect. Rather than just caving to keep the project, he held his ground...
$50
Price
3 days
Duration
D 
Seller's Response
Helpful?G gabrielalexi804
United States
Ongoing collaborationDave built out our deal flow pipeline in Attio, and it's clear he actually understands how venture capital firms operate, not just how to configure a generic CRM. He matched our pipeline to our real evaluation stages and caught things during testing that genuinely mattered for how we work, a check size...
$50
Price
1 day
Duration
D Seller's Response
Helpful?A areagencypro
Germany
Ongoing collaborationDave connected Stripe to our brand new Twenty CRM so paying clients automatically get marked as active instead of sitting as prospects forever. He caught real issues during testing I wouldn't have thought to check myself, a refunded payment that was leaving someone marked active client incorrectly, a...
$50
Price
3 days
Duration
D Seller's Response
Helpful?E excelentspirit
United States
Ongoing collaborationDave migrated our entire sales team from Pipedrive to Attio, contacts, deals, and pipeline stages, with a proper duplicate cleanup along the way, and on top of that set up basic Slack and QuickBooks integrations for us too. Genuinely more than I expected to get done. He caught real issues during testing,...
$50
Price
2 days
Duration
D Seller's Response
Helpful?
Reviews
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A areagencypro
Germany
Ongoing collaborationI asked Dave for an architecture recommendation for an agentic AI market research prototype tied to Dynamics 365 Sales adoption research, and honestly he pushed back on my budget pressure in a way that, looking back, I actually respect. Rather than just caving to keep the project, he held his ground...
$50
Price
3 days
Duration
D Seller's Response
Helpful?G gabrielalexi804
United States
Ongoing collaborationDave built out our deal flow pipeline in Attio, and it's clear he actually understands how venture capital firms operate, not just how to configure a generic CRM. He matched our pipeline to our real evaluation stages and caught things during testing that genuinely mattered for how we work, a check size...
$50
Price
1 day
Duration
D Seller's Response
Helpful?A areagencypro
Germany
Ongoing collaborationDave connected Stripe to our brand new Twenty CRM so paying clients automatically get marked as active instead of sitting as prospects forever. He caught real issues during testing I wouldn't have thought to check myself, a refunded payment that was leaving someone marked active client incorrectly, a...
$50
Price
3 days
Duration
D Seller's Response
Helpful?E excelentspirit
United States
Ongoing collaborationDave migrated our entire sales team from Pipedrive to Attio, contacts, deals, and pipeline stages, with a proper duplicate cleanup along the way, and on top of that set up basic Slack and QuickBooks integrations for us too. Genuinely more than I expected to get done. He caught real issues during testing,...
$50
Price
2 days
Duration
D Seller's Response
Helpful?
