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I will build custom crm in trello apptivo podio with lead capture form automated email
Construction CRM Automation Expert
As an expert in Workflow Automation helping contractors, builders, agencies, and software teams streamline operations with JobTread, Buildertrend, CoConstruct, Jira, ClickUp, Linear, and Zapier.
I sp...
About this Gig
I WILL BUILD CUSTOM CRM IN TRELLO APPTIVO PODIO WITH LEAD CAPTURE FORM AUTOMATED EMAIL
Hello and welcome to my gig,
Do you need a custom CRM system to organize leads, capture new prospects, automate follow-ups, and manage your sales process?
I am an expert with +5 years of experience, I will help you build and customize your CRM using Trello, Apptivo, or Podio with lead capture forms, sales pipelines, automated emails, lead management, and workflow automation.
I can create a simple CRM for your business or build a more advanced system that automates your lead journey from initial inquiry through follow-up and conversion.
WHAT I WILL DO:
- Custom CRM setup
- Lead capture forms
- Sales pipelines
- Lead management
- Contact management
- Custom fields and tags
- Deal tracking
- Conditional logics
- Lead qualification
- Lead assignment and routing
- Automated welcome emails
- Follow-up email sequences
- Lead nurturing workflows
- Automated notifications
- Task automation
- Status-based workflows
- Lead segmentation
- CRM integrations
- Workflow testing and optimization
INTEGRATION:
Zapier, make com, Google sheet, Google Workspace, Webhook, Calendar, and so on...
PLACE YOUR ORDER NOW OR MESSAGE ME TO START.
Software:
Podio
Other Software Management Services I Offer
FAQ
Which CRM platforms do you work with?
I work with Trello, Apptivo, and Podio for custom CRM setup, lead management, forms, pipelines, and automation.
Can you build the CRM from scratch?
Yes. I can create the CRM structure, pipeline, fields, lead stages, forms, workflows, and automations based on your requirements.
Can leads automatically enter the CRM from a form?
Yes. I can configure your lead capture form so new submissions are automatically organized in your CRM, depending on the platform and integration requirements.
Can you automate lead follow-ups?
Yes. I can create automated email follow-ups, reminders, notifications, and lead-nurturing workflows.
Can you customize the CRM for my business?
Yes. I will customize the CRM around your sales process, lead stages, team workflow, industry, and business requirements.
