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About this Gig
Hello,
Still spending too much time managing leads, projects, customers, schedules, and job updates manually?
Look no further You are at the right place
I'll create a streamlined automation system that organizes your operations, connects your workflows, and reduces repetitive administrative work.
Let me help you simplify and supercharge your business! I help contractors and service businesses streamline operations, automate key processes, improve pipeline visibility, and eliminate manual work.
What You Will Get:
- Complete CRM setup and configuration
- Custom sales pipeline development
- Lead capture and organization
- Automated lead follow-up
- Customer onboarding workflows
- Job and project management
- Job progress tracking
- Scheduling and task automation
- Team assignment workflows
- Data synchronization
- Automated notifications and alerts
- Communication workflows
- Custom trigger-based automation
- Workflow testing and optimization
I'll build each workflow around your actual business process so your team can manage jobs, customers, and daily operations more efficiently.
Message me before ordering so I can review your workflow and recommend the right automation solution.
Software:
PipeDrive
