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I will setup dubsado, 17hats and suitedash CRM automation
CRM Expert
I’m Solomon Bath, a CRM Strategist and AI Automation Expert helping businesses eliminate manual work and build smarter sales and client-management systems. I specialize in CRM automation, n8n, AI work...
About this Gig
Automate your client intake and CRM with Dubsado, 17hats or SuiteDash.
If you're juggling spreadsheets or manual follow-ups, I can build a system where leads flow into your CRM automatically. I will set up, organize, and automate your chosen CRM (Dubsado, 17hats or SuiteDash) so that new inquiries trigger forms, emails, appointments and tasks on autopilot.
What I can configure:
- Pipelines and stages,
- Client intake forms, questionnaires, contracts/invoices, email & SMS follow-ups,
- Appointment scheduling (e.g. Zoom/Calendly), tasks/ reminders, and more.
For example, I can create custom intake forms and workflows, automate welcome emails and reminders, set up payment/invoice templates, and test everything for you.
Whether you have an existing CRM setup to improve or need one built from scratch, I tailor the solution to your business (coaches, consultants, photographers, etc.).
Reach out with your current process or goals, and I'll map out an automated system so your business can focus on clients not busywork.
Software:
Dubsado
My Portfolio
FAQ
Which CRM platforms do you specialize in?
I work exclusively with Dubsado, 17hats, and SuiteDash (among major client management systems). These are my specialties. (I can also integrate with tools like Zoom, Calendly or Zapier if needed.)
Can you set up my CRM from scratch?
Yes – I can configure a brand-new CRM account. Just provide an account invite or sign-up link, and I’ll handle the initial setup, pipelines, forms and automations.
Can you optimize an existing setup?
Absolutely. If you already use Dubsado, 17hats or SuiteDash, I can audit your current workflow, streamline pipelines, fix broken automations, and add new features (emails, forms, etc.).
Will you create forms, contracts, and automations?
Yes. I will build intake forms or questionnaires, design client/lead pipelines, and automate each step (emails, SMS, tasks, scheduling). Contract/ invoice templates and client portals can also be set up as part of the workflow.
Can this connect with other tools (e.g. Zoom, Zapier)?
Yes – I can integrate supported third-party apps. For example, link your CRM to Zoom or Calendly for scheduling, or use Zapier to connect to email marketing, accounting, or any tool. Let me know what integrations you need.
