Phoenix - Your AI AssistantAI CRM automation
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2 days
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What you get with this Offer
I will set up a powerful AI CRM Automation system for your small business or freelance operations — saving you hours every week on repetitive tasks.
What you’ll receive in this packed service:
Custom AI-powered workflows using tools like Zapier, Make.com, or native AI features in HubSpot/Zoho/Salesforce
Automated lead capture and qualification
Smart follow-up emails and reminders
Automatic CRM data entry from forms, emails, or calls
AI-driven task creation and pipeline updates
Basic AI chatbot or assistant for customer inquiries
Clean, easy-to-use dashboard with all automations connected
Perfect for freelancers, coaches, consultants, or small teams who want to handle more clients without extra admin work.
What you’ll receive in this packed service:
Custom AI-powered workflows using tools like Zapier, Make.com, or native AI features in HubSpot/Zoho/Salesforce
Automated lead capture and qualification
Smart follow-up emails and reminders
Automatic CRM data entry from forms, emails, or calls
AI-driven task creation and pipeline updates
Basic AI chatbot or assistant for customer inquiries
Clean, easy-to-use dashboard with all automations connected
Perfect for freelancers, coaches, consultants, or small teams who want to handle more clients without extra admin work.
What the Freelancer needs to start the work
Your current CRM (if any) or preferred tool (HubSpot, Zoho, Capsule, etc.)
List of repetitive tasks you want to automate (e.g., lead to CRM, follow-ups, invoicing reminders)
Access to your tools/accounts (I’ll guide you on secure sharing)
Any specific goals (e.g., faster lead response, less manual data entry)