I will setup pipedrive buildertrend procore followup crm zapier workflow automation
HubSpot, GoHighLevel, Zoho CRM Automation Expert, Workflow Guru
About this Gig
YOUR BROKEN SYSTEM IS RAPIDLY DRAINING YOUR CONTRACTING / CONTSRUCTING BUSINESS
Manually moving data between sales and the field leads to missed leads, double data entry, costly estimating errors, and delayed projects. Without Proper automation, you risk lost leads, poor client communication, and inefficient workflows.
I specialize in setting up Pipedrive, Buildertrend, Procore, FollowUp CRM, and Zapier automations that eliminate repetitive tasks and optimize your operations. With my expertise, you'll save time, reduce errors, and boost productivity across your team.
MY DELIVERABLES:
- Account setup for Pipedrive, Buildertrend, Procore, or FollowUp and other CRM Tools
- Automation planning with Zapier (custom workflows aligned to your process)
- Training session to ensure your team understands and uses the system effectively
- Account management for ongoing support and optimization
- Analytics report to track performance and ROI
ADDITIONAL TOOLS:
GOOGLE WORKSPACE | SLACK | TRELLO | ASANA | MONDAY.com | HUBSPOT | SALESFORCE | ACCULYNX
Message me today before placing an order so we can discuss your exact needs and plan the perfect automation solution for your business.
Software:
Procore
