I will setup and automate your CRM for better business workflows


About this gig
Need your CRM organized, automated, and ready to manage leads and clients?
I will set up Zoho CRM, HubSpot, GoHighLevel, Pipedrive, Monday, Jobber, Slack, or Notion based on your workflow. I can configure pipelines, automations, integrations, tasks, fields, and client management processes so your team knows exactly what happens next.
Whether you're starting from scratch or fixing an existing CRM, I'll focus on practical workflows, clean data structure, and reliable automation. Your existing setup and business requirements will be reviewed before implementation.
Heres what my service includes:
- CRM Setup
- Pipeline Setup
- Lead Management
- Workflow Automation
- Email Automation
- Task Automation
- Slack Integration
- Notion Integration
- CRM Integration
- Custom Fields
- Sales Pipeline
- Client Management
- Dashboard Setup
- Data Organization
Ready to get your CRM working properly? Order your package or message me before ordering to discuss your setup.
Get to know Mike Pete
CRM Setup Automation and Integration Specialist
- FromNigeria
- Member sinceSep 2026
Languages
English, French
FAQ
Can you integrate my CRM with Slack or Notion?
Yes. I can configure supported integrations between your CRM and tools such as Slack and Notion, depending on your workflow and available integration methods.
Can you work with an existing CRM?
Absolutely. I can organize, modify, automate, or troubleshoot an existing Zoho, HubSpot, GoHighLevel, Pipedrive, Monday, or Jobber setup.
How long does CRM setup take?
The timeline depends on the package, number of workflows, integrations, and complexity. Simple setups can be completed faster than multi-system implementations.
Can you automate lead and client follow-ups?
Yes. I can configure workflow automation for lead stages, tasks, notifications, follow-ups, assignments, and other supported CRM actions.
Will my existing data be safe?
Your data remains within your connected platforms. I work with the permissions and access you provide and avoid unnecessary changes to existing records.

