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English
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I will zoho CRM hubspot automation monday com gohighlevel crm real estate sales funnel
Prime Business and Personal Support Expert
I help business owners eliminate manual busywork with CRM systems and automations that run themselves.
4+ years of experience across 30+ clients in real estate, construction, ecommerce, and retail. I...
About this Gig
Client info scattered across email threads, a spreadsheet, and three apps that don't sync. Follow-ups, onboarding, and status updates happening by memory instead of by system. That's what I fix.
I build and automate CRM systems on Monday.com, Zoho CRM, Zoho One, HubSpot, ClickUp, HoneyBook, Dubsado, and Pipedrive then connect them with Make.com and Zapier so contacts, bookings, and tasks move automatically instead of needing you to push them.
My Services Include
- Monday.com workspace & CRM build
- Zoho CRM / Zoho One implementation
- HubSpot CRM setup and pipeline configuration
- ClickUp workspace setup for sales or project tracking
- HoneyBook and Dubsado automation for service-based businesses
- Pipedrive CRM configuration
- Zapier integration and Make.com automation
- AI chatbot integration for lead qualification
- API and webhook integrations
- Data migration between CRMs
- Email notification workflows
- KPI dashboards & reporting
I've built these systems for 30+ businesses across real estate, construction, ecommerce, and service industries startups, agencies, and solo service providers alike.
Message me with your current CRM (or lack of one) and I'll tell you exactly what needs building.
Software:
HubSpot
FAQ
I'm not sure which CRM is right for my business, can you help me decide?
Yes. Message me with what your business does and how leads or clients currently reach you, and I'll recommend the platform that fits instead of pushing whichever one pays me the same either way.
I already have a CRM but it's a mess, do you fix existing setups or only build from scratch?
Both. A lot of my work is untangling half-built automations, duplicate fields, and broken Zapier zaps rather than starting fresh.
Do you migrate data from my old CRM or spreadsheet?
Yes, contact and deal data migration is included in the relevant packages just flag the volume and source format when you order.
What if I need a platform that's not listed (e.g. Airtable, Notion, Salesforce)?
Message me first. I work across most major CRM and automation tools even when they're not in the title, I just list the ones I get asked for most.
Will I be able to manage the CRM myself after delivery, or do I need you long-term?
You'll get a working system plus a short walkthrough so your team can run it day-to-day. Ongoing retainer support is available if you'd rather not touch the backend.
Reviews
6 reviews for this Gig
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| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D dave_jesmine
United States
Ongoing collaboration⭐⭐⭐⭐⭐ Excellent work from start to finish. She consistently delivered quality results, followed instructions well, and maintained great communication throughout the project. The leads were organized and useful, and all deliveries were completed on time. It was a pleasure working together, and I would gladly hire this seller again for future projects.
$50
Price
6 days
Duration
Helpful?D dave_jesmine
United States
Ongoing collaboration⭐⭐⭐⭐⭐ Another great delivery. The quality of the research was good, and the spreadsheet was clean and organized. Communication was easy, and the seller kept me updated on the progress. Everything was delivered as promised. I’m happy with the results and would recommend this seller to anyone needing lead generation and research support.
$50
Price
6 days
Duration
Helpful?D dave_jesmine
United States
Ongoing collaborationVery happy with the first delivery. The leads were well organized, accurate, and easy to review. Communication was smooth throughout the project, and the work was delivered on time. The seller was professional and responsive to my requests. Looking forward to working together on the next order.
$50
Price
2 days
Duration
Helpful?D den_nis5
United States
Great to work with. Very reliable, followed instructions well, and handled the social media tasks smoothly. Communication was friendly and professional throughout. Would happily work together again.
$50
Price
2 days
Duration
Helpful?J 
julisau
United Kingdom
Ongoing collaborationI got references based on the help I got from her and yes I truly enjoyed the presentation it's easy to remember and easy to read. Highly recommended for all virtual Assistant research task which fit into all schedule and appointments .
$50
Price
1 day
Duration
Helpful?
Reviews
6 reviews for this Gig
| (6) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D dave_jesmine
United States
Ongoing collaboration⭐⭐⭐⭐⭐ Excellent work from start to finish. She consistently delivered quality results, followed instructions well, and maintained great communication throughout the project. The leads were organized and useful, and all deliveries were completed on time. It was a pleasure working together, and I would gladly hire this seller again for future projects.
$50
Price
6 days
Duration
Helpful?D dave_jesmine
United States
Ongoing collaboration⭐⭐⭐⭐⭐ Another great delivery. The quality of the research was good, and the spreadsheet was clean and organized. Communication was easy, and the seller kept me updated on the progress. Everything was delivered as promised. I’m happy with the results and would recommend this seller to anyone needing lead generation and research support.
$50
Price
6 days
Duration
Helpful?D dave_jesmine
United States
Ongoing collaborationVery happy with the first delivery. The leads were well organized, accurate, and easy to review. Communication was smooth throughout the project, and the work was delivered on time. The seller was professional and responsive to my requests. Looking forward to working together on the next order.
$50
Price
2 days
Duration
Helpful?D den_nis5
United States
Great to work with. Very reliable, followed instructions well, and handled the social media tasks smoothly. Communication was friendly and professional throughout. Would happily work together again.
$50
Price
2 days
Duration
Helpful?J julisau
United Kingdom
Ongoing collaborationI got references based on the help I got from her and yes I truly enjoyed the presentation it's easy to remember and easy to read. Highly recommended for all virtual Assistant research task which fit into all schedule and appointments .
$50
Price
1 day
Duration
Helpful?
