I will setup clixifix dataforma prodbx buildern buildxact topbuilder procore jobtrend

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 your construction business is struggling with scattered leads, missed follow-ups, and disorganized projects, I will help you set up and optimize powerful CRM systems like Procore, Buildxact, Buildern, TopBuilder, and JobTread to give you a clean, structured, and revenue-focused system that helps you track, manage, and close more jobs without stress.


What I will help you do:

Set up and organize your CRM dashboard

Build a clear sales pipeline (lead deal job)

Import and organize your contacts/leads

Automate follow-ups and reminders

Create professional estimates and proposals

Set up project workflows and job tracking

Configure task and team management

Integrate email and basic tools

Set up reporting and performance tracking

Optimize your system for better conversions


GET A SYSTEM THAT WORKS FOR YOU MESSAGE ME NOW.

Software:

Jobber

Industry:

Business services & consulting

Construction

Software