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I will do CRM automation leadsquard salesloft folk mircosoft dynamics britrix24 instant
SAMUEL
About this gig
Are you spending too much time managing leads, updating your CRM, following up with prospects, and handling repetitive sales tasks?
I will help you set up and automate your CRM and sales processes to save time, improve lead management, and streamline your business workflow.
I specialize in CRM setup, workflow automation, sales pipelines, lead management, integrations, and sales process optimization.
PLATFORMS I WORK WITH:
- LeadSquared
- Salesloft
- Folk CRM
- Microsoft Dynamics 365
- Bitrix24
- Instantly
- Clay
- Keap
MY SERVICES INCLUDE:
- CRM setup and configuration
- Sales pipeline setup and optimization
- Workflow automation
- Lead capture and management
- Automated lead assignment and routing
- Email and follow-up automation
- Sales process automation
- CRM and third-party integrations
- Custom fields and properties
- Data import and organization
- Dashboard and reporting setup
- Automation troubleshooting
I can automate your sales process from:
- LEAD CAPTURE LEAD MANAGEMENT AUTOMATION FOLLOW-UP SALES PIPELINE
WHY CHOOSE ME?
- Customized solutions
- Clean CRM setup
- Reliable communication
- Attention to detail
- Scalable automation workflows
Please contact me before placing an order so we can discuss your project
Get to know SAMUEL
SAMUEL
CRM Setup CRM Management Automation
- FromUnited Kingdom
- Member sinceSep 2026
- Avg. response time3 hours
Languages
English
I am a CRM and sales automation specialist helping businesses streamline lead management, sales pipelines, workflows, and customer processes. I work with LeadSquared, Salesloft, Folk, Microsoft Dynamics 365, Bitrix24, Instantly, Clay, and Keap. My services include CRM setup, workflow automation, lead routing, sales pipelines, integrations, email automation, and business process optimization.
FAQ
Which CRM platforms do you work with?
I work with LeadSquared, Salesloft, Folk CRM, Microsoft Dynamics 365, Bitrix24, Instantly, Clay, and Keap. Please contact me if you have a specific requirement before placing your order.
Can you set up automation workflows for my CRM?
Yes. I can create and configure automation workflows for lead assignment, follow-ups, email sequences, sales processes, notifications, contact management, and other repetitive business tasks.
Can you integrate my CRM with other applications?
Yes. I can help connect your CRM with compatible third-party applications and tools to create a smoother automated workflow for your business.
Do I need to provide access to my CRM account?
Yes. Depending on the project, you may need to provide appropriate user access, administrator access, API access, or other permissions required to complete the requested setup.
Can you migrate my existing contacts and leads?
Yes. I can assist with organizing, importing, and migrating contacts, leads, companies, and other CRM data, depending on the platform and project requirements.
Can you create a sales pipeline for my business?
Yes. I can create and customize sales pipelines based on your business process, from lead capture and qualification to follow-up, closing, and customer management.
Can you automate lead assignment?
Yes. I can configure automated lead assignment and routing based on criteria such as location, lead source, team member, industry, or other business rules supported by your CRM.
Will you provide support after completing the project?
Yes. I will ensure the agreed setup is completed and functioning according to the project scope. Additional support or future improvements can also be discussed through a custom offer.
How long will my CRM automation project take?
The delivery time depends on the complexity of your CRM, number of workflows, integrations, and automation requirements. Simple setups may take a few days, while advanced projects may require more time.
Should I contact you before placing an order?
Yes. Please contact me before placing an order so we can discuss your requirements, confirm the project scope, and select the most suitable package for your business.
