I will setup redtail crm jobnimbus houzz contractor foreman autodesk template procore

Canada

I speak English, French, German, Spanish

Streamlined CRM Solutions for Better Customer Relationships

Hi, I’m Tina — a CRM and automation specialist with a focus on streamlining business operations and boosting sales. I set up powerful systems using tools like GoHighLevel, Pipedrive, Zoho, Salesforce,...
About this Gig

SETUP REDTAIL CRM JOBNIMBUS HOUZZ CONTRACTOR FOREMAN AUTODESK TEMPLATE PROCORE


Hello Valuable Buyer

️ Need help setting up your CRM or project management system for your construction, renovation, or service-based business?


I specialize in CRM and project workflow setup for construction, real estate, and contractor teams using:


  • Redtail CRM Setup for real estate agents and financial teams
  • JobNimbus Full contractor CRM setup, pipeline, automation & forms
  • Houzz Pro Lead flow setup, templates, proposals, and integration
  • Contractor Foreman Job tracking, estimates, and schedule workflows
  • Autodesk Construction Cloud Project templates, tasks, and team dashboards
  • Procore Project management setup, form creation, RFIs, custom templates


What I Offer:

  • Account setup & onboarding
  • Custom job/project templates
  • CRM field mapping (leads, tasks, projects)
  • Workflow automation with Zapier or Make
  • Connect CRM to email, Google Sheets, Slack, Brevo, and other tools
  • Import/export of contacts, job data, and templates
  • Mobile optimization + notification flows


Let's build out your digital construction workflows and CRMs with clarity and speed.

Message me before ordering for a custom quote!

Industry:

Business services & consulting

Construction

Software:

Jobnimbus

Other Software Management Services I Offer