Now
- You copy leads from DMs and email by hand
- The same client is entered twice
- You hear about a lost lead from the client
- You put together the weekly report yourself
ServicesBusiness automationCRM setup
Your CRM, set up for your process
Your CRM, set up for your process
I handle CRM implementation and setup for the system you already have: stages that match your process, leads from forms, email and messengers arrive on their own, and if something breaks, you’re the first to know.
- Price quoted personally
- Your CRM, your access
- Price — personally, after a call
Just write — I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
Who it’s for
You have a CRM, but clients still live in a notebook
A common picture: you have a CRM, but leads still live in DMs, email and a notebook. Nobody has time to enter clients into it by hand, so it’s half empty and some clients get lost.
I take the CRM you already use, set it up around your stages and connect automation to it: leads arrive on their own, you get Telegram notifications, clients get reminders, and documents are filled in from templates.
If you don’t have a CRM yet, you don’t have to install one: I pick the tool for the task, and leads can just as well go into a Google Sheet.
Gordey Fisun · updated
Before and after
CRM automation: what changes for you
Same CRM, but the routine work is no longer on you.
After setup
- Each lead lands on the right stage by itself
- A returning client is recognized, not duplicated
- If something breaks, you get a message
- The weekly report is in Telegram every Monday
Specifics
How I work with your CRM
A few rules I stick to in every project.
No switching CRMs
I work with the system that already holds your clients and deal history. Nothing gets migrated, and nobody has to learn a new program.
Everything on your accounts
Access, keys and settings are yours from day one. I show you how to read the flow chart and change the rules without me.
You make the judgment calls
Where a human decision is needed, the automation doesn’t guess: it stops and asks you. We mark these points together on the flow chart.
AI sorts emails and voice messages
AI turns a client’s email or voice message into fields in their CRM record — name, contact, what they need — with no manual retyping.
Documents from the client record
A contract, delivery note or certificate of completion is filled in from a template using data already in the CRM. No more retyping fields by hand.
What’s included
CRM implementation and setup: what I do
First — an audit of what already works
I look at how leads reach your CRM now: where they’re entered by hand, where they get duplicated and where they get lost. I keep what works and fix the rest.
Stages that match your process
The CRM pipeline follows the client’s real path, from the first message to payment. I remove extra stages so it’s simple to work in.
One client base, not several
Forms, messengers, email and Google Sheets connect to the CRM: each lead is created by itself, and the same client doesn’t show up twice.
Checks that every lead arrives
If a lead doesn’t reach the CRM, you get a message, and the log shows at which step it failed.
Live demo
Watch a lead go through on its own
This is working code, not a picture. Send a request and you’ll see where it lands and who finds out.
How it works
How I set up your CRM: four steps
All I need from you: access to the CRM and a description of how you handle clients now.
CRM review
I look at the settings and the path your leads take. I tell you what’s worth connecting and what’s easier to remove.
Flow chart
I show on a chart where each client comes from, which stage they land on and who gets notified. You approve it before I change anything.
Test run on live leads
The new setup runs alongside your usual way of handling clients until the results match.
Handover
I hand over the project documentation, show you the log and, in a one-hour session, teach you how to change stages and rules yourself.
5.0 · 37 reviews
- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- The price is final. Overruns are on meIf the task hasn’t changed, the amount named at the start doesn’t grow. If it has, we talk first, then I do the work.
- Not what we agreed — money back
- Bugs are mine. 6 months at no cost
- Critical issues — within 2 hours
- Code, domain, data — yours from day one
Questions
What people ask about CRM
What does CRM implementation and setup include?
My CRM implementation covers an audit of what already works, deal stages that match your process, and connecting the CRM to forms, messengers, email and spreadsheets. Before launch, everything is tested on live leads alongside your usual work.
Which CRM do you work with?
The one you already use: the automation connects to it, and your clients and deal history stay where they are. If you don’t have a CRM yet, you don’t have to install one — I pick the tool for the task.
Can you audit a CRM that’s already running?
Yes, that audit is the first step: I look at where leads are entered by hand and where they get duplicated or lost. What works stays as it is.
Who will manage clients in the CRM after setup?
You still manage your clients, but automation takes over the routine: leads are created by themselves, reminders go out by themselves, and documents are filled in from templates.
What happens if the CRM integration fails?
You’re the first to know: you get a message, and the log shows at which step it failed. I fix any errors after launch.
What affects the cost of CRM setup?
It depends on how many lead sources and steps need to be connected to the CRM. I’ll give you the exact amount after our first call, and it won’t go up after that.
What should I prepare for the first call?
Just name the CRM you use and tell me where your clients come from and what you do by hand now. Your own words are fine, even a voice message.