I will automate your CRM workflow and business processes

E
emilyharpersyst
E
emilyharpersyst
Harper
automate your CRM workflow and business processes
Full Screen
automate your CRM workflow and business processes
Full Screen
automate your CRM workflow and business processesautomate your CRM workflow and business processes

About this gig

Need to automate repetitive CRM tasks and create a smoother business workflow?

I will help you build and configure CRM automations that organize your leads, simplify follow ups, improve sales processes, and reduce repetitive manual tasks.

Whether you need a simple workflow or a more structured automation system, I can help configure your CRM around your existing business process.

What I can help automate

  • CRM workflows
  • Lead assignment and routing
  • Automated follow ups
  • Lead management
  • Sales pipeline processes
  • Task and activity automation
  • Customer notifications
  • Email workflow triggers
  • Data organization workflows
  • CRM integrations
  • Repetitive business processes
  • Sales automation

What you can expect

Organized automation workflows

Clear process structure

Automation based on your requirements

Practical CRM configuration

Attention to detail

Clear communication throughout the project

I focus on creating automation that fits your actual workflow rather than adding unnecessary complexity.

If you already have a CRM and know what you want to automate, I can help turn your process into a structured workflow.

Please message me before ordering if you are unsure which package is right for your project

  • Platform

    • Microsoft Dynamics 365
    • monday.com CRM
    • Slack
    • Zapier
    • Zoho CRM
    • Zoho Flow

  • Type

    • Email automation
    • Lead generation
    • Sales & Lead Generation
    • Email & Communication
    • CRM & Internal Workflows

Get to know Harper

Harper

crm expert

  • FromUnited Kingdom
  • Member sinceSep 2026
  • Avg. response time1 hour

  • Languages

    English, German, French
Hi, Harper a CRM Automation Specialist focused on helping businesses simplify repetitive tasks and build more efficient customer management workflows. I help businesses set up CRM automations, workflows, lead routing, follow-up processes, integrations, and sales pipeline systems designed around their specific business needs. My approach is detail-oriented, communication-focused, and tailored to each project. I take the time to understand your workflow so the automation supports the way your business operates.

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