I will build ai lead qualification and CRM proposal automation


About this gig
Turn business enquiries into clear lead briefs, CRM records and proposal drafts.
I build a custom AI lead qualification assistant or a scoped n8n/Make.com workflow around your sales process.
Possible functions:
- Discovery questions and a transparent qualification score
- Lead briefs with missing details clearly flagged
- Supported CRM create/update and webhook intake
- Sales reply or proposal drafts from approved templates
- Human approval before sending, plus agreed error handling
Basic covers a qualification assistant. Standard covers one lead intake and CRM workflow. Premium covers one scoped lead-to-proposal workflow. All API, trigger/action and platform limits apply; AI connections count toward APIs. Final integrations and access are confirmed before ordering.
You receive workflow design, implementation, agreed sample tests, setup instructions and handover. This is one-time development. Hosting, AI/API credits, testing and subscriptions are separate client costs. Maintenance is quoted separately.
Message me on Fiverr with your tools, lead process and desired result. Never send credentials in chat. No guaranteed sales or revenue.
Get to know Subbu
Custom AI Agents n8n Make and CRM Automation Specialist
- FromIndia
- Member sinceJul 2020
- Avg. response time1 hour
Languages
Telugu, English
My Portfolio
FAQ
Does the agent send proposals automatically?
It can generate drafts. Sending is included only when explicitly scoped, connected and tested, with an agreed human approval gate. The demo assistant itself does not send messages or write to a CRM.
Which CRM can you connect?
We review your CRM API, plan, permissions and required fields before ordering. A supported integration can be built in n8n or Make.com within the package limits. Unsupported access requires an agreed alternative scope.
How do the package limits work?
Basic: 1 API, 2 triggers/actions, 2 tools. Standard: 2 APIs, 4 triggers/actions, 3 tools. Premium: 3 APIs, 6 triggers/actions, 4 tools. AI connections count toward APIs. Each package covers one agreed assistant or workflow.
What do you need to start?
Your sales process, qualification criteria, current tools, approved proposal template and fictional sample enquiries. Configure credentials in your own accounts. We agree deliverables, access and acceptance tests before ordering.
Are hosting and AI usage included?
No. This is a one-time development service. Clients pay hosting, AI/API usage, testing credits and app subscriptions separately. Maintenance is optional and quoted separately.
What will I receive and what do revisions cover?
You receive the agreed assistant/workflow, setup and handover instructions, and an export where supported. Revisions are 1/2/3 by tier and cover agreed scope. New features require a separate quote. No revenue guarantee.

