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English
$
USD
I will set up, customize and automate your attio CRM
Tracie
About this gig
Tired of managing leads manually, missing follow-ups, or struggling with a CRM that doesn't fit your workflow?
I will set up, customize, and automate your Attio CRM to give you a cleaner way to manage leads, contacts, deals, and your sales process.
Whether you're starting with a new Attio workspace or need to improve an existing setup, I'll build your CRM around the way your business actually works.
What I can help with:
Attio CRM setup and configuration
Custom sales pipelines and deal stages
Lead and contact management
Workflow and sales automation
Automated follow-ups and reminders
Custom dashboards and reports
Email and calendar integrations
Zapier, Make.com and other integrations
Data import and CRM migration
Proposal and contract workflow setup
Team workspace and permissions
CRM optimization and cleanup
I can also help connect Attio with the tools you already use so your CRM becomes part of your complete business workflow instead of another system you have to maintain manually.
Perfect for startups, agencies, sales teams, consultants, and service businesses.
Send me a message before ordering if you have a custom workflow or integration in mind. I'll review what you need
Get to know Tracie
Tracie
GoHighLevel Funnel Automation Specialist
- FromUnited States
- Member sinceSep 2026
- Avg. response time2 hours
- Last deliveryabout 10 hours
Languages
English
Hi, I'm Tracie a GoHighLevel funnel and automation specialist helping businesses build streamlined systems that work. I specialize in GHL funnels, event registration, landing pages, CRM setup, workflows, booking systems, email/SMS reminders, and attendee follow-up. Whether you're launching an event or fixing an existing GHL setup, I focus on creating organized, reliable automations that connect registration, CRM, reminders, and follow-up. Build. Automate. Test.
FAQ
Can you set up a new Attio CRM workspace?
Yes. I can configure your workspace, structure your records, create pipelines, and set up the system around your business process.
Can you customize my existing Attio CRM?
Yes. I can clean up and restructure an existing Attio workspace and improve your pipelines, workflows, dashboards, and automations.
Can you automate my lead follow-ups?
Yes. I can create workflows for lead management, follow-ups, reminders, status changes, and other repetitive CRM tasks.
Can you integrate Attio with other tools?
Yes. I can help connect Attio with tools such as Gmail, calendars, Zapier, Make.com, and other platforms depending on your workflow.
Can you migrate my existing contacts into Attio?
Yes. I can import and organize data from spreadsheets or another CRM.
Can you create sales pipelines?
Yes. I can build custom pipelines and deal stages based on your sales process.
Do you work with startups and small businesses?
Yes. I can build simple or advanced Attio CRM systems depending on your team size and workflow.
Can you work with Clay and data enrichment?
Yes. Clay-based enrichment can be included in the Premium package or added to a custom order.
Can I contact you before ordering?
Yes. If your project involves multiple automations, integrations, or data migration, message me first so we can determine the right package.
