CRM System & Marketing Automation
Complete CRM configuration and workflow automation for lead gen businesses. I set up your CRM platform, build automated workflows with Zapier & Make, integrate with all ad platforms, and ensure every lead is properly tracked, qualified, and nurtured.
What I Offer
Services That Drive Results
Comprehensive analytics and marketing services to help your business grow with data-driven decisions.
CRM Platform Setup
- HubSpot CRM configuration & customization
- GoHighLevel full platform implementation
- Pipedrive setup & pipeline configuration
- Zoho CRM setup & customization
- Salesforce configuration & admin
- Monday CRM workspace setup
- Systeme.io CRM & funnel setup
- Custom fields, properties & database structure
- User roles & permissions management
Lead Management Automation
- Lead scoring & qualification setup
- Automated lead assignment rules
- Lead routing based on criteria
- Lead status & stage automation
- Duplicate lead detection & merging
- Lead enrichment integration
- Automated follow-up sequences
- Lead lifecycle management
- Pipeline automation & deal tracking
Workflow Automation (Zapier & Make)
- Zapier multi-step workflow automation
- Make (Integromat) scenario building
- Cross-platform data sync automation
- Form submission to CRM automation
- Lead notification & alert workflows
- Spreadsheet & database sync automation
- Custom webhook & API integrations
- Conditional logic & branching workflows
- Error handling & retry automation
Ad Platform Integration & Sync
- Google Ads integration & offline conversion sync
- Meta Ads integration & lead sync
- TikTok Ads integration & event sync
- LinkedIn Ads integration
- Microsoft Bing Ads integration
- Snapchat & Reddit Ads integration
- Form submission automation across platforms
- Third-party app integrations via API
Email & Communication Automation
- Email workflow automation
- Drip campaign setup & optimization
- Lead nurture sequences
- Automated follow-up emails & reminders
- Email template creation
- SMS automation setup
- WhatsApp Business integration
- Communication tracking & logging
- Multi-channel outreach automation
CRM Reporting & Analytics
- Custom CRM dashboards & reports
- Lead source attribution tracking
- Pipeline performance analytics
- Sales team performance metrics
- Revenue attribution by channel
- Automated report scheduling
- Looker Studio CRM integration
- ROI tracking per campaign
- Conversion funnel analysis
Manual vs. Automated CRM Systems
See the difference between inaccurate and accurate tracking
| Process | ❌Manual CRM | ✅Automated CRM | Business Impact |
|---|---|---|---|
| Lead Entry | Manually enter form data into CRM (error-prone, slow) | Auto-sync from forms, landing pages, and ad platforms | 100% data accuracy, instant lead capture |
| Lead Scoring | Manually assess lead quality (subjective, inconsistent) | Automatic scoring based on behavior and firmographics | Sales focuses on hot leads, 40% conversion increase |
| Lead Assignment | Manager manually assigns leads to sales reps | Instant assignment based on territory, capacity, or round-robin | Faster response time, 25% improvement in follow-up |
| Follow-up Sequences | Sales team manually sends follow-up emails | Triggered email/SMS sequences based on lead action | 60% time saved, consistent nurturing, higher conversion |
| Data Sync | Manual data entry across multiple platforms | Real-time sync between CRM, email, and ad platforms | Single source of truth, no duplicate data |
| Reporting | Manual report compilation (hours of work) | Real-time dashboards and scheduled reports | Instant insights, data-driven decisions |
| Task Management | Sales reps create their own tasks (inconsistent) | Automatic task creation based on lead status | Nothing falls through the cracks, 100% follow-up |
| Revenue Tracking | Manually track deal value and close dates | Automatic revenue attribution to campaigns | Clear ROI visibility, optimize marketing spend |
👉 Swipe left/right to see full table
CRM & Automation Platforms
I work with all major CRM platforms and workflow automation tools to build the perfect system for your business.
Stape Partner
Complete setup including custom properties, workflows, sequences, and ad integrations
CRM Platforms
Zapier
Multi-step zaps, conditional logic, paths, filters, and 6,000+ app integrations for seamless automation
Make (Integromat)
Complex scenario building with advanced data transformation, routing, and visual workflow design
Native CRM Workflows
Built-in automation within HubSpot, GoHighLevel, Salesforce, and other CRM platforms
Implementation Process
Who This Service Is For
Lead Gen Businesses
- Agencies running lead gen campaigns
- Service-based businesses (coaching, consulting, etc.)
- Real estate & property businesses
- B2B SaaS companies
- Insurance & financial services
- Education & training providers
Ecommerce Businesses
- Agencies running lead gen campaigns
- Multi-channel sellers
- High-ticket product sellers
- Subscription-based businesses
- Digital product sellers
- Marketplace sellers
Who This Service Is For
45%
Improvement in lead attribution accuracy
67%
Recovery of lost conversion data
156%
Average ROI improvement
Ready to Fix Your Tracking?
Book a free consultation to discuss your tracking challenges and how I can help you scale with accurate data.
