I will setup aconex builterra fieldpulse letsbuild esub buildbook procore acculynx cmic

United Kingdom

I speak English

CRM

I’m Nancy, a CRM Implementation & Automation Specialist helping businesses set up and optimize their CRM systems for better lead management, workflows, and customer relationships. I focus on clean, ef...
About this Gig

If youre dealing with lost leads, slow follow-ups, or messy project tracking, your construction business is missing real opportunities.

I will help you set up and optimize powerful construction CRM systems like Procore, Buildxact, Buildern, TopBuilder, and JobTread into a clear, easy-to-use system that keeps your leads, jobs, and team fully organized.


I dont just set up your CRMI build a system that helps you respond faster, track every opportunity, and manage your projects without confusion. From structuring your sales pipeline to automating follow-ups and organizing workflows, everything will be tailored to how your business actually runs so you can save time and close more jobs consistently.


What I will help you with:

  • CRM setup & full configuration
  • Lead and contact organization
  • Sales pipeline (lead deal job)
  • Automated follow-ups & reminders
  • Estimates and proposal setup
  • Project & task workflow setup
  • Team collaboration structure
  • Basic integrations (email, tools)
  • Dashboard & performance tracking


STOP LOSING JOBS DUE TO POOR SYSTEMS MESSAGE ME NOW AND LETS FIX YOUR CRM

Software:

Jobber

Industry:

Business services & consulting

Construction

Legal