Do you want to automate your business processes, manage leads more efficiently, and save time using your CRM?

I will help you configure your CRM workflows and automate repetitive tasks to make your business operations more efficient.

Whether you need to organize lead management, automate notifications, or connect your business tools, I can help you build a workflow tailored to your requirements.

What I can do for you

1. CRM Setup

✅ Configure workspaces and applications according to your needs.
✅ Organize contacts, leads, clients, and tasks.
✅ Create custom fields and data structures.
✅ Improve the organization of your CRM.

2. Workflow Automation

✅ Automate repetitive tasks.
✅ Create trigger-and-action workflows.
✅ Set up automatic task assignments where supported.
✅ Configure notifications for important events.

3. Lead Management

✅ Organize lead tracking processes.
✅ Set up clearly defined sales pipeline stages.
✅ Automate selected actions when a new lead is received.
✅ Structure CRM data to make opportunities easier to track.

4. Brevo Integration

✅ Configure workflows compatible with Brevo.
✅ Automate selected email follow-up processes.
✅ Synchronize contacts where the integration supports it.
✅ Connect compatible automation tools where technically possible.

5. Integrations and Connections

I can assess and configure connections between Podio, Sellio, Brevo, and other business tools using Make, Zapier, APIs, or webhooks, depending on the connectors and features available.

How does the project work?

You explain your current process and the outcome you want to achieve.

We define the tools, triggers, and actions required.

I configure the CRM and automations included in your package.

I test the included workflows and provide the information you need to use them.

What I need from you

Please provide a brief description of your business, the tools you use, the process you want to automate, and the result you expect. You can also share an existing workflow or example if you have one.

Important Information

Integration possibilities depend on the available APIs, connectors, permissions, and subscriptions. Any connection between two platforms will be confirmed before implementation.

Software subscriptions, third-party tool fees, complex custom development, and integrations outside the selected package are not included unless agreed upon in advance.

I will complete the tasks defined in the agreed scope and test the included automations. I cannot guarantee uninterrupted availability of third-party platforms or the performance of external services beyond my control.

1. CRM Workflow Audit — €20 — 2 days

Review an existing process and recommend improvements to your workflow and potential automation opportunities.

2. Basic CRM Setup — €40 — 3 days

Configure one CRM workspace with custom fields and a simple structure tailored to your business.

3. Lead Tracking Setup — €55 — 4 days

Create a lead management process with clearly defined stages and appropriate fields.

4. Simple Workflow Automation — €60 — 4 days

Build and test one workflow with one trigger and one automated action, subject to platform capabilities.

5. CRM Notification Automation — €75 — 5 days

Configure automated notifications for selected CRM events, using a compatible integration if required.

6. Lead Follow-Up Automation — 112,36 $US — 6 days

Build a lead follow-up workflow with defined triggers and multiple actions within the agreed scope.

7. CRM Integration with Brevo — 134,83 $US — 7 days

Configure a compatible connection between your CRM and Brevo for one defined contact management or email follow-up scenario.

8. Multi-Step Workflow Automation — 168,53 $US — 8 days

Build a workflow with multiple steps and automated actions, including testing and basic documentation.

9. Two-Tool Integration — 224,71 $US — 10 days

Connect two compatible tools through one defined automation scenario, including testing and data transfer verification.

10. Advanced CRM and Automation Setup — 337,07 $US — 14 days

Configure a more comprehensive CRM process with lead management, automation, notifications, and testing of the agreed workflows.