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I will setup loftycrm contact management textp2p lead capture basecamp report dashboard
CRM setup and workflow automation for growing teams
teams, so leads, tasks, and reporting stay connected instead of scattered across apps. Each setup is built around how your team actually works, tested before handover, and documented so you can run it...
About this Gig
Leads texting your number, sales notes spread across apps, and no clear view of who needs a follow-up next?
I set up Flowlu as your contact and deal hub, connect TextP2P so each text lead lands in the right record, and build a reporting dashboard from your Flowlu and Basecamp data.
Every setup is built around how your team actually sells, tested end to end, and documented so your staff can run it after handover without calling me for every change.
WHAT I OFFER:
- Flowlu contact and company setup
- Pipeline and deal stage design
- Custom fields and data mapping
- Text lead capture setup
- Lead routing automation
- Follow-up reminder workflows
- Task creation and assignment
- Basecamp project structure
- Reporting dashboard build
- Integration testing and error checks
- Zapier and Make connections
- Team handover guide
WHY CHOOSE ME:
- Built around your sales process, not a template
- Every lead path tested before handover
- Documented setup your team can run alone
Also work with: HubSpot, GoHighLevel, Zapier, Make, n8n, Shopify, Base44, SkySlope, Close CRM, Jobber, Gorgias
Send me your team size, the text number you use, and the reports you need before ordering so I can confirm the setup.
Software:
Lofty
Industry:
Business services & consulting
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E-Commerce
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Software
FAQ
Do you set up Flowlu from scratch or work with an existing account?
A: Both. I can build the pipeline, fields, and automations in a new Flowlu account, or extend an existing one without losing your current contacts.
Does TextP2P connect to Flowlu directly?
I check each platform’s integration options first. If there’s no direct connection, I link them through Zapier or Make and test every step before handover.
Can you connect Basecamp to my sales process?
Yes. New qualified leads can create Basecamp to-dos or projects, so your team handles onboarding and follow-up where they already work.
What do you need to start?
Your current tools and plan levels, your sales stages, the text number or keyword for lead capture, and a sample lead record. Anything missing gets flagged for you to confirm.
Can my team run the setup after delivery?
Yes. Premium includes a written handover guide covering pipelines, text lead paths, and how to read the dashboard.
