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English
$
USD
I will setup begin crm automation begin lead management and whatsapp automation
CRM AND AUTOMATION SPECIALIST
I’m a CRM and automation specialist helping businesses keep their leads, customers, and sales process organized. I set up CRM systems, sales pipelines, workflows, integrations, and email or SMS follow...
About this Gig
When leads are difficult to track and follow-ups are handled manually, potential opportunities can be missed. I will set up your Bigin CRM to organize leads, automate follow-ups, and connect WhatsApp with your sales process. I can configure pipelines, lead stages, workflow triggers, task automation, and WhatsApp actions to keep your customer follow-up organized.
WHAT I CAN HANDLE
- Omnisend email automation and ecommerce flows
- Automated SMS workflows based on customer actions
- Ecommerce store integration with Omnisend
- Customer, subscriber, and marketing data migration
- Flow triggers, conditions, and customer journey setup
WHY CHOOSE ME
- Clear communication
- Attention to detail
- Reliable execution
Message me before ordering if you need a custom setup.
Software:
Zoho
FAQ
What do you need to start the Bigin setup?
I will need access to your Bigin account and information about your sales process, lead stages, follow-up requirements, and the actions you want automated.
Can you work with my existing Bigin CRM?
Yes. I can work with an existing Bigin account, review the current setup, and configure or improve the pipelines and workflows you need.
Can you automate WhatsApp follow-ups through Bigin?
Yes, where your WhatsApp setup and integration method support the required automation. I can configure the workflow around your lead actions and follow-up process.
Can you organize my existing leads in Bigin?
Yes. If your lead information is already available in Bigin or in a compatible source, I can help organize it according to the agreed pipeline and lead-management structure.
What if I need more workflows or a larger WhatsApp setup?
Message me before ordering. I can review the number of pipelines, workflows, WhatsApp actions, and other requirements and provide a custom offer if the project is larger than the listed packages.
