CRM System Setup & Customization
Set up popular CRM platforms like Go High Level, HubSpot, Salesforce, Zoho, Pipedrive, and others.
Customize pipelines, workflows, tags, and fields based on your business process.
Import and clean your existing customer data for a seamless migration.
Automation & Workflow Building
Design automation for lead nurturing, follow-ups, email campaigns, and task reminders.
Set up smart triggers, conditions, and actions to streamline manual work.
Build nurture sequences, sales workflows, and post-sale automations.
Analytics & Reporting
Create dashboards to monitor KPIs such as conversion rates, pipeline value, and campaign ROI.
Set up performance reports for sales teams, marketing efforts, and customer success.
CRM-Driven Email & SMS Campaigns
Integrate email marketing into your CRM (e.g., automated newsletters, drip campaigns).
Use segmentation and personalization to improve open and response rates.
Set up transactional or triggered emails based on user behavior.
🧩 Integrations & API Workflows
Connect your CRM with tools like Calendly, Slack, Stripe, Google Workspace, Zapier, Make (Integromat), and more.
Build custom integrations or API connections to ensure seamless data flow.
Team Training & Support
Provide documentation and video walkthroughs for your team.
Offer onboarding support and ongoing optimization.
Available for troubleshooting and system maintenance.