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I will automate apptivo, zoho CRM, intercom, close, vtiger, bitrix24, monday CRM
CRM Setup and Workflow Automation Specialist
Hello! I’m Milly, a CRM and workflow automation specialist helping businesses manage leads, streamline operations, and improve customer follow-up. I help with GoHighLevel setup, Jobber workflows, Cale...
About this Gig
Are you struggling to manage customer data, connect your CRM to other apps, or automate repetitive sales tasks? Do you want a smoother workflow for your business?
I WILL AUTOMATE APPTIVO, ZOHO CRM, INTERCOM, CLOSE, VTIGER, BITRIX24, MONDAY CRM
I help businesses simplify customer management and improve workflows through CRM setup, supported app integrations, and automation.
WHAT I CAN HELP YOU WITH:
- CRM setup and workflow configuration
- Sales pipeline & lead management workflows
- Automating repetitive customer follow-up tasks
- Trigger & action configuration
- Workflow testing & troubleshooting
MY PACKAGES:
Basic: 1 CRM setup | 1 simple connection | Basic testing
Standard: 1 multi-step sales workflow | App connection | Testing included
Premium: Up to 3 related workflows | CRM integration | Testing & documentation
WHY CHOOSE ME?
I focus on clear communication, practical solutions, careful testing, and workflows tailored to your business needs.
Please message me before ordering so we can confirm your platforms, requirements, and integration compatibility. Some features may require active subscriptions and account access.
Lets make your CRM work smarter for you.
Software:
Zoho
FAQ
Which CRM platforms can you work with?
I can help with supported CRM setups and integrations involving Apptivo, Zoho CRM, Intercom, Close, Vtiger, Bitrix24, and monday CRM. Please message me first to confirm your specific requirements.
Can you automate my sales pipeline?
Yes, I can help configure supported workflows for lead management, customer follow-ups, and sales processes based on your CRM and requirements.
What do you need before starting?
Please share your CRM platform, the process you want to automate, the apps involved, and any relevant requirements. Account access may be needed.
Can you connect my CRM to other apps?
I can help connect compatible apps through available integrations or automation tools. Please contact me first so I can check compatibility.
Are paid subscriptions required?
Some CRM features and integrations require paid plans or active subscriptions. Any third-party subscription fees are the buyer’s responsibility.
