I will centralize your business in activecampaign keap mailchimp mailerite CRM zapier

United States

I speak English, German, Spanish, French
I provide expert recommendations and detailed implementation plan to centralize business activity in one CRM, transitioning business process to streamlined high-performing system eliminating inefficie...
About this Gig

I will centralize your business systems using ActiveCampaign, Keap, Mailchimp or Mailerlite and Zapier; building you a smart, automated CRM that's clean, powerful, and built for scale,


If you are new to your CRM, unsure which one fits your business, or need to optimize your current setup. I am here to help.


What I can do for you:

  • Tailored CRM Setup; Built around your business model, team roles, and goals
  • Automation & Workflow; Smart sequences that nurture, convert, and re-engage leads automatically
  • Pipeline & Lead Management; Clear visibility into your funnel from first touch to conversion
  • Email Campaigns; Setup, segmentation, and automation
  • Zapier or Make Integration; Seamless connection to the tools you already use
  • Team Training & SOP


How we'll go about it;

  1. Review your business process
  2. Create a strategic mind-map
  3. Set up departments, roles, and permissions
  4. Import contacts and build out automations
  5. Add templates, tasks, invoices, and notifications
  6. Integrate 3rd-party tools
  7. Deliver and train your team


Every business is unique, so is the CRM customization required.

Message me, let's discuss your workflow and get your system running like clockwork.

I'm online and ready to help.


Industry:

Construction

Manufacturing & storage

Real estate

Software:

Zoho