Phoenix - Your AI AssistantCustom CRM Workflows to Automate Tasks & Boost Efficiency
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What you get with this Offer
What You Get with This Offer
Note: This service is priced on an hourly basis. Exact hours, cost, and timeline will be finalized after discussing your requirements.
Are repetitive CRM tasks slowing your team down?
I design and implement powerful, automated workflows across all major CRM platforms to help your business operate faster and smarter.
I work with CRMs including HubSpot, Zoho, Salesforce, Pipedrive, Monday, Bitrix24, AgileCRM, and more.
What I Can Automate
Lead assignment and routing
Follow-up reminders and alerts
Automated email sequences
Deal, ticket, or pipeline stage updates
Task creation and notifications
Data entry and custom field updates
Customer onboarding workflows
Any custom business process you need automated
Each workflow is carefully planned, tested, and optimized to match your exact business logic—ensuring accuracy, reliability, and long-term efficiency.
Let’s remove manual work so you can focus on growth.
Note: This service is priced on an hourly basis. Exact hours, cost, and timeline will be finalized after discussing your requirements.
Are repetitive CRM tasks slowing your team down?
I design and implement powerful, automated workflows across all major CRM platforms to help your business operate faster and smarter.
I work with CRMs including HubSpot, Zoho, Salesforce, Pipedrive, Monday, Bitrix24, AgileCRM, and more.
What I Can Automate
Lead assignment and routing
Follow-up reminders and alerts
Automated email sequences
Deal, ticket, or pipeline stage updates
Task creation and notifications
Data entry and custom field updates
Customer onboarding workflows
Any custom business process you need automated
Each workflow is carefully planned, tested, and optimized to match your exact business logic—ensuring accuracy, reliability, and long-term efficiency.
Let’s remove manual work so you can focus on growth.
What the Freelancer needs to start the work
CRM platform access (user or admin, as required)
Details of the processes to automate
Existing workflow rules (if any)
Business goals for automation
Preferred triggers, conditions, and outcomes