I will leadsquared ellucian salesforce cloud creatio dynamics365keap microsoft edu CRM

United Kingdom

I speak English, French, Spanish, German, Italian, Bulgarian

Conversational AI and Business Automation Builder

I design and integrate practical AI systems for customer conversations, voice support, research, marketing, sales, knowledge management, and internal workflows. My work combines conversational AI, cha...

About this Gig

Hey there,

Is your CRM poorly organized, difficult to manage, or leaving your team dependent on manual follow-ups? I can turn your existing CRM into a structured workflow built around how your business actually handles leads, contacts, opportunities and customers.

I help businesses and education teams configure and improve:

CRM account & pipeline setup
Lead and contact management
Sales/enrollment pipelines
Workflow automation
Lead routing & follow-up tasks
CRM integrations
Data organization & migration
Dashboards and reporting
CRM troubleshooting & optimization

I work with **LeadSquared, Ellucian, Salesforce, Creatio, Microsoft Dynamics 365, Keap and Microsoft Education CRM**, helping you replace scattered processes with a clearer, more manageable system.

Whether you're starting a new CRM, fixing an existing setup, connecting your tools, or automating repetitive work, I focus on identifying the workflow problem first and configuring the right solution around it.

Don't let your CRM become another system your team has to fight with. Let's turn it into a workflow they can actually use.