Struggling to turn your CRM into a real marketing and sales engine? I specialize in setting up Constant Contact, Dynamics 365, Copper, Keap, ACT!, and C2CRM with the automation that makes them actually useful for your business.
What I deliver:
- CRM Setup: pipelines, contact management, custom fields, user roles, and lifecycle stages tailored to your workflow
- Email Marketing: campaign creation, list segmentation, drip sequences, and behavioral triggers inside your platform
- Advanced Automation: lead scoring, task assignments, deal stage actions, and multi-step workflows that run on autopilot
- Integrations: connect your CRM to Zapier, Make.com, landing pages, forms, calendars, and communication tools
- Reporting: campaign performance dashboards, conversion tracking, and pipeline analytics
Great for:
- Businesses that need marketing automation alongside CRM
- Teams switching from spreadsheets to a real system
- Anyone whose current CRM is set up but not actually working
Message me before ordering with your platform and goals. I will scope it out and we start fast.