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I will setup pipedrive monday CRM 17hats honeybook dubsado automation lead management
United States
I speak English, German, Spanish, French, Italian, Danish, Polish, Dutch, Turkish, Swedish, Arabic, Irish, Portuguese, Romanian, Sudanese, Urdu
AI ! Automation Specialist ! AI Apps ! SaaS ! CRM Solutions
Hi, I’m Anointing, an AI & Automation Specialist helping businesses turn ideas and workflows into practical digital solutions. I specialize in AI app development, SaaS solutions, automation, CRM syste...
About this Gig
Struggling to keep leads organized, follow up on time, or automate your client management process?
I can set up, customize, integrate, and automate your CRM to create a smoother lead-to-client workflow that fits your business.
I work with Pipedrive, monday CRM, 17hats, HoneyBook, and Dubsado, helping businesses organize contacts, manage pipelines, automate follow-ups, and reduce repetitive admin work.
My services include:
- CRM setup & customization
- Lead capture, qualification & routing
- Pipeline & stage configuration
- Lead management workflows
- Automated follow-ups & reminders
- Email & client communication automation
- Forms, calendars & booking workflows
- Tags, fields & client segmentation
- CRM integrations & data synchronization
- Contact/data import and cleanup
- Workflow troubleshooting & optimization
Whether you're starting from scratch, moving from another CRM, or have an existing system that isn't working efficiently, I'll help structure your CRM around your actual sales and client-management process.
Send me your current setup or requirements, and let's build a CRM workflow that works for your business.
Software:
PipeDrive
My Portfolio
FAQ
What CRM platforms do you work with?
I specialize in Pipedrive, Monday CRM, 17hats, HoneyBook, and Dubsado, including setup, organization, automation, pipelines, and integrations.
Can you set up a CRM from scratch?
Yes. I can configure your account, create pipelines and stages, organize lead information, and set up workflows based on your business process.
Can you fix or optimize my existing CRM?
Absolutely. I can review your current setup, identify issues, clean up your system, improve pipelines, and optimize workflows and automation.
Can you automate my follow-up process?
Yes. I can create workflows and automations to help manage leads, follow-ups, client communication, tasks, and other repetitive processes.
Can you integrate my CRM with other tools?
Yes. I can help connect your CRM with supported third-party tools and create workflows that move information between your systems efficiently.
