I will automate your roofing, architect or construction website forms, leads and CRM

Canada

I speak English, Spanish, French, German

CRM, Automation Specialist,Lead Management and Business Systems

I help businesses organize their leads, automate repetitive tasks, and build simple systems that make day-to-day work easier. My work covers CRM setup and automation, lead follow-up, forms, client ma...
About this Gig

Are website inquiries coming in, but your roofing, architecture or construction business still handles leads manually?


I can automate your website forms so new project inquiries are captured, organized and sent to the right place without relying on manual data entry.

I can connect your existing site form to your CRM, email, SMS, spreadsheet or other business tools and build a workflow around each new lead.


What I can help you set up:

  1. Roofing quote request forms
  2. Free estimate forms
  3. Construction project inquiry forms
  4. Architect consultation forms
  5. Contractor lead capture forms
  6. Web site contact forms
  7. Lead qualification forms
  8. New lead CRM entry
  9. Automatic lead notifications
  10. CRM contact creation
  11. Lead tagging and organization
  12. CRM pipeline entry
  13. Email notifications and follow-up
  14. SMS notifications and follow-up
  15. Web site CRM automation
  16. Website Google Sheets/Airtable
  17. Form Zapier/Make/n8n
  18. API and webhook integrations
  19. Lead routing workflows
  20. Existing form troubleshooting
  21. Existing CRM workflow fixes


Your form doesn't have to be just a contact form. It can collect the information your team needs to understand the project, qualify the inquiry and take the next step.


Message me now , thank you!

Industry:

Architecture & interior design

Software:

Workflow