I will architect and setup complete CRM pipeline, database, and invoicing

United Kingdom

I speak English

crm expert

I am specialised in Customer Relationship Management (CRM), with expertise in managing customer data, streamlining sales processes, and building strong client relationships. I have experience working ...
About this Gig

Build a High-Converting CRM & Streamline Your Sales Pipeline!

Is your CRM messy, unorganized, or failing to turn leads into paying clients? A poorly structured system leads to lost sales, missed follow-ups, and hours wasted on manual admin work.

I will design, structure, and optimize a complete CRM database and sales pipeline architecture tailored specifically to your business model.


SERVICES


  • Custom sales pipeline setup
  • Lead capture form creation
  • Appointment calendar booking configuration
  • Database custom field & tag mapping
  • Stripe & PayPal payment gateway integration
  • Automated email & SMS nurture sequences
  • Automated lead routing & assignment
  • Deal stage automation & internal alerts
  • Zero-loss CRM data migration
  • Onboarding & welcome sequence creation
  • Quote & invoice automation setup
  • Lead scoring & qualification systems
  • Abandoned form follow-up triggers
  • Webhook, Zapier, & Make integrations
  • Re-engagement & cold lead win-back campaigns
  • Post-purchase client offboarding workflows
  • Automated review & testimonial request flows
  • Task & project creation triggers
  • System-wide workflow QA testing & auditing
  • Client video walkthrough & SOP creation


Kindly Inbox Me Now And Let Get Started

Software:

Dubsado

Industry:

Business services & consulting