Phoenix - Your AI AssistantAutomate your CRM workflow and build you a reporting dashboard
Delivery in
5 days
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What you get with this Offer
Manually updating CRM records, chasing follow-ups, and pulling reports by hand is where deals slip through. I automate that layer — so leads get captured and routed automatically, follow-ups fire on schedule without anyone remembering to send them, and your pipeline data syncs across the tools your team actually uses.
I work with HubSpot, Pipedrive, Salesforce, Zoho, and Airtable/Google Sheets-based setups, connecting them through n8n, Make, or Zapier depending on what fits your stack and budget. Typical builds include: automatic lead capture from forms/ads/email into your CRM with scoring and routing rules, stage-based automation (task creation, notifications, follow-up sequences triggered by pipeline movement), two-way data sync between your CRM and spreadsheets or other tools, and a reporting dashboard that pulls live data — pipeline value, conversion rates, rep activity, deal velocity — so you're not exporting CSVs to build a report every week.
Every build includes error handling so a failed sync or API hiccup doesn't silently lose data, documentation on how the automation works, and a short support window after delivery.
Features
Lead capture, scoring & routing automation
Pipeline stage-triggered follow-ups and task creation
Two-way data sync between CRM and spreadsheets/other tools
Live reporting dashboard (pipeline value, conversion rate, deal velocity, rep activity)
Error handling & retry logic so syncs don't fail silently
Documentation & usage guide
I work with HubSpot, Pipedrive, Salesforce, Zoho, and Airtable/Google Sheets-based setups, connecting them through n8n, Make, or Zapier depending on what fits your stack and budget. Typical builds include: automatic lead capture from forms/ads/email into your CRM with scoring and routing rules, stage-based automation (task creation, notifications, follow-up sequences triggered by pipeline movement), two-way data sync between your CRM and spreadsheets or other tools, and a reporting dashboard that pulls live data — pipeline value, conversion rates, rep activity, deal velocity — so you're not exporting CSVs to build a report every week.
Every build includes error handling so a failed sync or API hiccup doesn't silently lose data, documentation on how the automation works, and a short support window after delivery.
Features
Lead capture, scoring & routing automation
Pipeline stage-triggered follow-ups and task creation
Two-way data sync between CRM and spreadsheets/other tools
Live reporting dashboard (pipeline value, conversion rate, deal velocity, rep activity)
Error handling & retry logic so syncs don't fail silently
Documentation & usage guide
What the Freelancer needs to start the work
Which CRM you use (HubSpot, Pipedrive, Salesforce, Zoho, other)
What currently happens manually that you want automated (lead intake, follow-ups, reporting, etc.)
Other tools it needs to connect to (email, spreadsheets, calendar, ad platforms)
What the dashboard should show and who views it
Any existing automation already in place, so I don't duplicate it
Rough data volume (leads/month, records) if relevant to performance