I will build automate jobtread roofr crm zapier quickbooks ai workflows integration

Nigeria

I speak English, French, Spanish, German

CRM AUTOMATION SPECIALIST

Hi, I’m Sophie, a CRM Automation Specialist helping businesses simplify their sales and customer management processes. I help solve common challenges like missed follow ups, disorganized leads, manual...

About this Gig

Are you looking to streamline your BuildOps CRM and eliminate repetitive manual tasks?

I will set up and automate your BuildOps CRM to help your business manage leads, customers, jobs, workflows, follow ups, and operations more efficiently.

What I can help you with:

BuildOps CRM setup and customization

CRM pipelines and workflow automation

Lead capture, routing, and assignment

Automated follow ups and notifications

Zapier / Make integrations

QuickBooks integration and workflow automation

AI powered workflow automation

Customer and job management

Forms and data automation

CRM data organization and cleanup

Testing and troubleshooting

I can connect your CRM with the tools your business already uses and create workflows that reduce repetitive work, improve lead response, and keep your team organized.

Whether you need a new BuildOps setup, workflow automation, CRM integration, or improvements to an existing system, I can help build a solution around your business process.

Message me before ordering so we can discuss your requirements and choose the right package.