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English
$
USD
I will setup dubsado honeybook workflow automation 17hats pipedrive lofty clickup crm
PRO VERIFIED
I’m Hannah, a certified Amazon KDP professional with over 3 years of practical experience in ghostwriting, book formatting, cover design, and publishing. I create engaging romance, NSFW, fanfiction, a...
About this Gig
Imagine having a CRM that automatically captures leads, sends follow-ups, organizes your pipeline, and moves clients from inquiry to payment without you constantly managing it.
No more scattered spreadsheets.
No more missed opportunities.
No more manual admin tasks slowing you down.
I help businesses turn their CRM into a powerful automated system that keeps leads organized, nurtures prospects, and improves client experience.
I specialize in building powerful, organized, and automated CRM systems using tools like Dubsado, HoneyBook, 17hats, Pipedrive, Lofty, and ClickUp so you can focus on closing deals while your system handles the operations behind the scenes.
What I Can Set Up for You
- Custom pipelines and deal stages
- Automated inquiry-to-booking workflows
- Forms, contracts, proposals, invoices
- Smart e-mail and reminder sequences
- Task automation and team assignments
- Lead tagging and segmentation systems
- Dashboard reporting and tracking
- Third-party integrations (Zapier, Google, Str!pe, more)
Let's build a system that works for you 24/7. Send me a message before placing an order so we can discuss your business needs and create the best solution for you.
Software:
Dubsado
Industry:
Business services & consulting
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Environmental
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Nonprofit
My Portfolio
Other Software Management Services I Offer
FAQ
Can I place a direct order?
Do not place a direct order. Kindly reach out to me to discuss your project details first
How do I get started?
Simply send me a message with the tasks you’d like me to handle.
Can you build automated workflows for my business?
Yes. I create customized automation for lead capture, follow-ups, onboarding, task assignments, reminders, p.a.y.m.e.n.t triggers, and client communication.
I’m not sure what setup my business needs. Can you help?
Of course. Many clients come to me without a clear system in place. I can analyze your current workflow and recommend the best CRM structure, pipelines, and automation to help you manage leads, clients, and tasks more efficiently.
Can you integrate my CRM with other tools?
Absolutely. I can connect your CRM with tools such as Zapier, Google Workspace, Stripe, and other third-party applications to streamline your operations and eliminate manual work.
What do you need from me to get started?
To begin, I’ll need access to your CRM account and a clear understanding of your sales process, services, and client journey.
Reviews
7 reviews for this Gig
| (5) | ||
| (1) | ||
| (1) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
T 
talentawaits
United Kingdom
Hannah is a nice person who communicates well, however there is some small attention to detail that she lacked in a simple research task. I needed to get quotes to print and bind 380 pages. One quote was £2.50 per page which was very high, when I called they said that was just the one off charge. She...
Up to $50
Price
4 days
Duration
Helpful?O owl646
Repeat Client
United States
I’ll be leaving a 5⭐ review for the previous order as well — I’ve been very happy with the quality and professionalism throughout. Looking forward to continuing working together.
Up to $50
Price
10 days
Duration
Helpful?O owl646
Repeat Client
United States
Excellent experience working together. Great communication throughout, very responsive, and showed a keen eye for detail when handling leads. Everything was delivered early and to a high standard. Professional, reliable, and highly recommended. Will definitely work together again.
Up to $50
Price
7 days
Duration
Helpful?G gstar935
United Kingdom
Working with this seller was a great experience. She set up a clean, well-structured Notion project management system that made my workflow much clearer and easier to manage. She asked the right questions, communicated consistently, and clearly understands project management and virtual assistant work....
Up to $50
Price
5 days
Duration
Helpful?J jessy814
Repeat Client
United Kingdom
Excellent work! She organized my Google Drive professionally, created a clean folder structure, renamed files consistently, and removed duplicates, making everything easy to find. Her communication was clear throughout the process, and she showed strong attention to detail and VA expertise. Highly recommended!
Up to $50
Price
7 days
Duration
Helpful?
Reviews
7 reviews for this Gig
| (5) | ||
| (1) | ||
| (1) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
T talentawaits
United Kingdom
Hannah is a nice person who communicates well, however there is some small attention to detail that she lacked in a simple research task. I needed to get quotes to print and bind 380 pages. One quote was £2.50 per page which was very high, when I called they said that was just the one off charge. She...
Up to $50
Price
4 days
Duration
Helpful?O owl646
Repeat Client
United States
I’ll be leaving a 5⭐ review for the previous order as well — I’ve been very happy with the quality and professionalism throughout. Looking forward to continuing working together.
Up to $50
Price
10 days
Duration
Helpful?O owl646
Repeat Client
United States
Excellent experience working together. Great communication throughout, very responsive, and showed a keen eye for detail when handling leads. Everything was delivered early and to a high standard. Professional, reliable, and highly recommended. Will definitely work together again.
Up to $50
Price
7 days
Duration
Helpful?G gstar935
United Kingdom
Working with this seller was a great experience. She set up a clean, well-structured Notion project management system that made my workflow much clearer and easier to manage. She asked the right questions, communicated consistently, and clearly understands project management and virtual assistant work....
Up to $50
Price
5 days
Duration
Helpful?J jessy814
Repeat Client
United Kingdom
Excellent work! She organized my Google Drive professionally, created a clean folder structure, renamed files consistently, and removed duplicates, making everything easy to find. Her communication was clear throughout the process, and she showed strong attention to detail and VA expertise. Highly recommended!
Up to $50
Price
7 days
Duration
Helpful?
