I will automate client onboarding with signed documents filed in your CRM

Liran Haber

Vetted Pro

Israel

I speak English, Hebrew

9 orders completed

Business Systems Architect for CRM, Automation, AI and Integrations

I help growing businesses turn disconnected tools and manual processes into connected, reliable operations. I design and build CRM, automation and AI solutions around how your business actually works:...
Read More
Vetted by Fiverr Pro

Liran Haber was selected by the Fiverr Pro team for their expertise.

Vetted for

  • CRM Management

  • Software Management

About this Gig

Vetted Pro

New clients shouldn't wait on paperwork, and your team shouldn't have to chase it.


I'll automate your client onboarding so that when a lead becomes a client, the right documents go out for e-signature, a client folder is created, signed files are filed and linked to the CRM record, and your team gets a clear notice. If paperwork is overdue, reminders go out automatically.


The flow runs in stages, so one missing document never blocks the rest, and every step leaves a trace in the CRM. You'll see exactly where each new client stands, without spreadsheets or manual follow-up.


Works with Zoho CRM, HubSpot and other CRMs, with common e-signature tools (Zoho Sign, DocuSign and similar) and with Google Drive, WorkDrive or SharePoint.


You work directly with me from mapping to handover.

Read More
automate client onboarding with signed documents filed in your CRM
Full Screen
automate client onboarding with signed documents filed in your CRM

Software:

Zoho

Industry:

Business services & consulting

•

Legal

+1 more
Clients I’ve worked with
Avon

Avon

Beauty & Cosmetics Products

Developed comprehensive operational frameworks for the Israeli branch, a wholly owned subsidiary of Avon Cosmetics. This project included the establishment of physical infrastructure as well as the development of the software backbone.

Jul 2010-Aug 2011

My Portfolio

Other Software Management Services I Offer

Related tags