⭐ Expert-Vetted ⭐ For the past 5 years I have been working with Businesses helping them create, implement and automate their sales processes with the sole purpose of escalating into a clockwork streamlined business. CRM, Email marketing, Databases, Communication, etc. ⚙️ What is it exactly I can do for you? ⚙️ If you feel that your sales process is all over the place and you need a more structured, reliable and automated result then look no further. All you need to do is just tell me the steps on your sales process from start to end and I will design, build, implement, automate and train your team if need! Whatever tool you are using, I quite probably have experience on it! 🤝​ What is it like working with me? 🤝​ My main goal is to translate your ideas into a reliable & automatable sales process. When it comes to process & automations it is up to your creativity! All you need is to ask and I would say 99% of the times I will make your requests come true as if it was magic, in other words, you have never had a consultant like me! 🎇​ What tools do I consider myself an expert in? 🎇​ CRM: - Pipedrive - Hubspot - GHL Email Marketing - Mailshake - Woodpecker - Active Campaign Databases - Airtable Automations - Zapier Submission tools: - Paperform - Typeform - Kajabi Course-oriented tools: - Kajabi - Teachable Proposals: - Pandadoc - Docusign Payment & accounting tools: - Stripe - Quickbooks Communication: - Slack - Teams - Gmail 😩​ Are the tools above the only ones you know how to use? 😩​ No! Those are only the ones I have tons of experience with and have used uncountable times, if you're using a tool that is not above, chances are I've used it a couple of times but not that much, doesn't mean I can't work with it though! ⚙️🤖 Looking like a good fit? 🤖⚙️ I am a consultant! Whether it is for a quick consulting call, or a full on project development I am available, all you need to do is get in touch with me and we can discuss any details to make sure it is a good fit for both parties! ​👇​ Scroll down for reviews & Testimonials! ​👇​

Hi there! I'm a Marketing Automation, Zapier, Email, CRM, and Workflow Specialist with extensive experience in streamlining business processes and maximizing efficiency. With a strong background in marketing and a deep understanding of automation tools like Zapier, I have helped numerous clients optimize their workflows, improve customer engagement, and drive growth. Here's what I bring to the table: Marketing Automation: I specialize in designing and implementing automated marketing campaigns using leading platforms like Zapier. Whether it's setting up email sequences, creating personalized workflows, or integrating various marketing tools, I can help you automate repetitive tasks and nurture your leads effectively. Zapier Expertise: I possess advanced skills in Zapier, a powerful integration platform, allowing me to connect different applications and automate data transfers effortlessly. I can create custom Zaps tailored to your specific business needs, ensuring seamless data synchronization across your CRM, email marketing software, and other tools. Email Marketing: Crafting compelling email campaigns is essential for engaging your audience and driving conversions. I have a proven track record of designing effective email templates, optimizing deliverability, and implementing segmentation strategies to deliver the right message to the right people at the right time. CRM Integration: Your CRM is the backbone of your business, and integrating it with your marketing and sales processes is crucial. I have experience working with popular CRMs like Salesforce, HubSpot, and Zoho, enabling smooth data flow, automated lead capturing, and efficient pipeline management. Workflow Optimization: I can analyze your existing workflows, identify bottlenecks, and suggest improvements to enhance productivity and save time. By automating manual tasks, eliminating redundancies, and implementing efficient processes, I can help you achieve greater operational efficiency. If you're looking for a Marketing Automation, Zapier, Email, CRM, and Workflow Specialist who can optimize your business processes and drive results, let's connect! I'm passionate about helping businesses grow through automation, and I'm eager to contribute to your success. Reach out to me today, and let's discuss how I can assist you in achieving your goals.

Hi! I’m Dan — a CRM & business automation expert with 6+ years of hands-on experience and over 120 successfully delivered projects. I help businesses implement, optimize, and integrate CRM systems so that your processes run smoothly, your team stays focused, and nothing falls through the cracks. What makes my approach different? Even a “simple” CRM integration isn’t just about connecting tools. I dive into your business logic, analyze the workflow, and design automation that actually supports your goals. Every project is unique — and so is my solution. How I can help: ✅ Audit & strategy – review current processes and recommend the best-fit tools ✅ CRM setup & customization – Pipedrive, HubSpot, Zoho, Monday, Airtable, Uspacy ✅ Integrations – connect your CRM with email, calendars, websites, social platforms, and 3rd-party tools ✅ Automated campaigns – email sequences, reminders, follow-ups that work without manual effort ✅ Meeting & scheduling systems – seamless booking and sync across platforms ✅ Data migration – safe and structured transfer from your old system ✅ Team training – so everyone adopts the system with confidence Tools I work with: 🔗 Zapier / Make (Integromat) for automation 📧 ActiveCampaign, MailChimp for marketing flows 🌐 Webhooks & APIs for custom integrations 💬 Social & messenger integrations (Meta/Facebook, TikTok, WhatsApp, auto-messages, etc.) My promise: You only pay for results. If the solution doesn’t work, I’ll refund your money — no risks, only value. Ready to stop struggling with clunky processes and finally get a CRM that drives growth? Let’s talk — I’ll help you find the smartest, most efficient solution for your business.

I help agencies, SaaS companies, and operations teams eliminate manual work by turning disconnected tools into reliable automated systems. In 9 years I've built 500+ automations and 20+ custom CRMs across real estate, finance, healthcare, education, and e-commerce. I'm also one of the few developers with official public apps published on Make (including the Aurora Solar app). WHAT I DO - Make & n8n — complex, cost-optimized workflows (e.g. I reduced a client's job from 1000+ operations to just 7 per run using Google Sheets Batch API) - Monday CRMs — built with my proprietary "Layering" technique, 20+ delivered - Zoho — Certified Developer (CRM, Books, Inventory, Deluge, Creator) - API & GraphQL integrations where standard connectors fail WHY ME My edge is analyzing data, spotting patterns, and building automations that cut operational cost and save real hours every week. I back this with JavaScript, Google Apps Script, Zoho Deluge, and GraphQL — so I solve problems most automation developers can't. 100% Job Success Score • Response within 0–4 hours • Free initial consultation Send me a message describing your current process and I'll tell you exactly how I'd automate it.

I’m a CRM Automation Expert specializing in Pipedrive and GoHighLevel (GHL), helping businesses design complete sales systems that capture, qualify, and convert leads consistently. Most CRMs don’t fail because of the tool, they fail because there’s no clear system behind them. That’s where I come in. With a background in B2B sales and business development, I understand what actually drives revenue. I combine that real-world sales experience with CRM automation to build structured systems that your team can rely on daily, not just dashboards that look good but don’t get used. I don’t just “set up” CRMs. I design end-to-end CRM architectures that: • Capture leads from multiple channels (web forms, outbound tools, ads) • Automatically qualify and route leads based on business rules • Trigger follow-ups so no opportunity is missed • Give your team clear next actions every day • Provide accurate reporting you can trust for decision-making What I Help You Build: CRM Architecture & System Design Structured pipelines, lifecycle stages, and data flow that reflect your actual sales process Lead Capture & Qualification Systems Automated intake, scoring, routing, and segmentation Workflow Automation (Pipedrive, GHL, Zapier, n8n) Follow-ups, reminders, pipeline updates, and multi-step automation flows Sales Process Optimization Fix bottlenecks, improve conversions, and align your CRM with how your team sells Integrations & Data Flow Apollo, Google Sheets, forms, dialers, and other tools working as one system Calling & Activity Systems Click-to-call setup, call tracking, and structured SDR workflows Dashboards & Performance Tracking Clean reporting for pipeline visibility, team performance, and forecasting CRM Cleanup & Troubleshooting Fix broken automations, messy pipelines, and unreliable data What You Get: ✔ A CRM that actually reflects how your business sells ✔ Automated systems that reduce manual work and missed follow-ups ✔ Clear visibility into your pipeline and team performance ✔ A scalable foundation for growth Who I Work With: • Founders building scalable sales systems • Sales teams tired of inconsistent pipelines • Businesses integrating multiple tools into one unified workflow My goal is simple: Build a CRM system that helps you close more deals, consistently and predictably.

I help businesses design and deliver complete CRM and automation strategies that cut manual work, streamline processes, and drive measurable growth. With over 20 years of experience, I've led 75+ CRM and automation projects across industries — from fast-moving startups to global organisations like Qlik, Virgin Atlantic, London School of Economics, and IRIS Software Group. Clients typically see faster lead conversion (up to +35%), 60% less manual admin, and 3–4x faster lead response within the first 90 days of implementation. I'm platform-agnostic — no vendor fees, no referral kickbacks. I recommend what's genuinely right for your business. What I Do ✅ Strategic CRM Planning – full business process audit, requirements gathering, and roadmap. ✅ Process Design & Optimization – mapping, redesigning, and automating entire customer journeys ✅ CRM Implementation – Salesforce, HubSpot, Zoho, Pipedrive (configuration, migration, integration) ✅ Salesforce CPQ – complex pricing rules, approval workflows, and REST API integrations ✅ AI-Powered Automation – lead qualification, intake systems, outreach workflows (ChatGPT, Claude) ✅ Workflow Orchestration – Make, n8n, Zapier for complete end-to-end process automation ✅ Conversational AI – voice/chat assistants built with Voiceflow and Vapi ✅ Advanced Integrations – API/webhooks into ERP, calendars, support tools, and reporting dashboards ✅ GDPR-aware delivery – fully across ICO obligations, PECR, and data residency requirements 🤖AI Tools I've Built Unlike most CRM consultants, I don't just configure platforms — I build production AI tools on top of them: AI Revenue Engine — six-agent system handling lead scoring, reply classification, inbound qualification, and outreach automation, connected to HubSpot via API. Runs without manual input. HubSpot AI Readiness Audit — Claude API tool that scores your CRM portal across 14 dimensions and delivers a branded PDF report with a 30/60/90 day action plan. AI Qualification Engine — Claude-powered 25-question session that generates a bespoke AI implementation blueprint for SaaS and Legal clients. JobSignal — real-time job board intelligence tool with ICP scoring, built directly on Claude API. Why Clients Work With Me Long-Term Strategic + Technical: I don't just "set up CRMs" — I design the process, build the system, and ensure adoption. Complete Delivery: From discovery workshops and data architecture to deployment, training, and continuous optimization. Proven ROI: My work consistently delivers measurable results — from faster deal cycles to multi-hour weekly time savings per rep. Long-Term Partnerships: Across my consulting engagements, over 75% of clients return for ongoing strategic support. 🤝 Engagement Options Discovery Session (Free) – 45 min to explore your processes and identify opportunities. Project-Based Transformation – fixed-scope CRM/automation projects with clear deliverables and ROI targets. Strategic Retainers – ongoing process optimization, reporting, and automation build-outs. Quick Sprints – 2–4 week process optimization or AI automation projects for fast wins. If you're looking for a partner who can plan, implement, and optimize your CRM and automation ecosystem end-to-end, let's connect. I'll help you modernize operations, improve customer engagement, and scale without adding extra head count. Kauser Mohammed

⭐ 5-Star Reviews / 🤑 $200k+ Earned on Upwork 🤑 / 🎉 100% Job Success Score 🎉 🌐 🌐 OpsDesigned [dot] com 🌐 🌐 -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- I've been helping businesses implement Pipedrive since 2017, I'm a certified Pipedrive Partner, and Zapier Expert. Specialties: ✅ Pipedrive Setup and Optimization 🚀 Sales Process Design and Automation 📈 Sales Team Training and Process Documentation ⚡ Pipedrive Working Session ⚡ Just need to jumpstart your Pipedrive setup or refresh a Pipedrive Account that's been cobbled together over time? In a Working Session we can: ▶ Optimize your data structures including Pipelines and Stage ▶ Configure custom detail fields for Organizations, People, and Deals (and ensure they're optimized for reporting) ▶ Explore the basics of Zapier integrations and Pipedrive's Workflow Automation including a very common problem new users encounter ▶ Review your Email Settings and explain why they may or may not be best for your organization ▶ Discuss Deal Rot, Forecasting, Expected Close Dates, Activity Optimizations... and more. The possibilities are endless and customized for you. ✅ ✅ If you're ready to get Pipedrive working FOR you, let's chat. I can help! ✅ ✅ ⚡ Sales Process Mapping and Implementation ⚡ ▶ We've configured Pipedrive for dozens of Sales and Operations use cases using Zapier for integrations ▶ Built custom integrations with: Asana, Calendly, Excel, Gravity Forms, G-Suite, HouseCall Pro, JotForm, JustCall, Mailchimp, MailParser, PandaDoc, Pipedrive, SendGrid, ServiceTitan, Surfe, Squarespace, Textline, TextMagic, Trello, Quickbooks, and more 🔥 Mapping & Implementation Process 🔥 👉 We start with Sales Process Mapping to document where process improvement and automation can streamline operations 👉 Then, we Implement! This includes: ▶ Configuring tools like Pipedrive, PandaDoc, Quickbooks, and more ▶ Sales Team and Management Training ▶ Building Automations and Integrations ▶ Creating your Sales Process Handbook

⌚ Fast response | 💎 Top Rated | 🛡️ Ongoing Support | 🔸 30+ Projects Completed If you’re here, chances are something in your business could run smoother — maybe it’s a workflow that’s slowing you down or a system that’s not quite doing its job. Whatever the challenge, I’m here to help you fix it and find better, smarter ways to move things forward. Together, we’ll uncover which parts of your workflow are holding you back — and turn them into automated systems that actually spin the wheel. With hands-on experience and a solid understanding of how businesses work, I focus on building systems that don’t just function — they actually support your goals. Whether it’s saving time, improving communication, or helping your sales and marketing efforts run more efficiently, I aim to deliver solutions that truly make a difference. So, leave the technical part to me, and you can get on with the more important things for your business. ⛳️ My expertise includes: ✯ Setup and optimize processes in different email marketing automation platforms : ActiveCampaign , Klaviyo and MailChimp. ✯Creating and configuring landing pages and websites : Wordpress , WIX and Hubspot CMS. ✯ Setting up marketing funnels (sales funnel, webinar funnel) ✯ Setup and manage email marketing campaigns . ✯ Setup CRM Systems ( PipeDrive and Hubspot/ ClickUp and Monday). ✯ Integrate services with each other ( Zapier, Make /Integromat). ✯ Creating and configuring WhatsApp chatbot flow in Twilio and Manychat. ★★Core Services:★★ • HubSpot CRM implementation and Workflow automation; • HubSpot CRM optimization and Custom Reports creating; • Setting up custom solutions for Hubspot CRM and ongoing support; • HubSpot integration with third-party platforms using Make and Zapier for smooth operation. • Pipedrive CRM implementation and Workflow automation; • Pipedrive CRM optimization and Custom Reports creating; • Setting up custom solutions for Pipedrive CRM and ongoing support; • Pipedrive integration with third-party platforms using Make and Zapier for smooth operation. Creative thinking and high attention to detail help me achieve great results. Ready to transform your business with automation that sings? Reach out today, and let's orchestrate something extraordinary together!

You have the tools. You even have automations — sort of. But somewhere between your form, your CRM, and Airtable, data gets lost. A lead comes in and nothing happens. An automation "works" until it suddenly doesn't. You open your dashboard and it tells you nothing useful. You copy-paste. Again. The system exists. It just doesn't work together. That's exactly what I fix. I build structured Airtable bases and no-code automation systems that connect your data, tools, inventory workflows, and operational processes into one clean, reliable engine — so you stop patching things manually and start trusting what your systems tell you. 🗄️ Airtable Systems & Dashboards Advanced Airtable functionality including linked records, rollups, lookups, formula fields, filtered views, interfaces, and automations built for scalable operational workflows. Relational databases built around your actual business logic. Real-time dashboards with KPIs that mean something: conversion rate, deal size, sales cycle, win rate. Assessment and reporting pipelines that score, process, and surface insights automatically — no manual work needed. Built: a decision-grade assessment system (Typeform + Airtable) with reverse-coded scoring logic, automated cohort reporting, and structured output — replacing a process that previously lived in manual spreadsheets. 📧 Email Marketing & Funnels (ActiveCampaign) Welcome sequences, nurture flows, webinar funnels with timed reminders, behavior-based triggers, lead scoring, and segmentation. I also audit and fix broken automations — stuck sequences, wrong triggers, contacts falling through the cracks. 🔗 Lead Capture & CRM Workflows Forms (Typeform, JotForm, Wix) connected to your CRM. Automatic contact creation, lead routing, tagging, and deal creation in HubSpot or Pipedrive — without manual handoffs. Built: Typeform → Zapier → Slack instant lead alert, so sales teams respond in minutes, not hours. ⚡ Advanced Integrations (Make / Zapier) Multi-step flows with filters, routers, and conditional logic. Webhooks and API connections between tools that weren't designed to talk to each other. If your stack feels like a patchwork — I clean it up. 🤖 AI-Powered Automation OpenAI integrated into Make or Zapier workflows for automated content generation, lead qualification, and AI-assisted data processing inside your existing systems. 🛠 Tools I work with: Airtable · Make · Zapier · ActiveCampaign · Typeform · JotForm · HubSpot · Pipedrive · Google Sheets · Wix · Slack · Trello · Telegram · OpenAI · Webhooks/API What you get working with me: Systems built to last — not quick setups that break in two weeks. Clear documentation so your team can manage what I build. Honest communication, realistic timelines, and automations that actually hold up when things scale. 📩 Send me your process — I'll tell you exactly how to make it work.

I build AI systems that ship — not demos. I'm the founder of Mammoth Dev. I help founders, agencies, and ops teams turn Claude and MCP into real revenue systems: cold outreach engines, AI marketing pipelines, custom skills, and full agent infrastructure. WHAT I DO ▸ AI CONSULTING Custom Claude + MCP integrations. I currently run 68+ tool adapters across Apollo, HubSpot, Gmail, Outlook, LinkedIn, Meta Ads, Google Ads, Reddit, Firecrawl, and more. If your stack has it, I can wire Claude to it. ▸ AI MARKETING - Cold email systems built for reply, not volume (signal-based personalization, alt domains, multi-touch sequencing) - AI-driven content engines (blog, social, ads) - Brand citation tracking across ChatGPT, Claude, Perplexity - Lead enrichment & list cleaning at scale ▸ TRAINING One-on-one coaching and team workshops. I teach Claude Code, MCP server building, skill writing, and outreach automation. Most clients ship their first working system in week one. ▸ STRATEGY CONSULTING For teams who know AI is the moat but need a roadmap. I help you decide what to build, what to buy, and what to skip. RECENT PROJECTS • MCP Router — multi-tenant AI infrastructure platform • Cold email systems generating qualified meetings at a fraction of SDR cost • AI citation trackers for B2B SaaS brands • Custom Claude skills replacing 5-figure SaaS stacks WHAT YOU GET ✓ Working systems, not slide decks ✓ Direct collaboration — you talk to me, not a project manager ✓ Results-focused — if it doesn't ship leads, content, or revenue, we don't build it TOOLS I WORK WITH DAILY Claude (API + Code), MCP, Anthropic SDK, Cursor, Apollo, Smartlead, Instantly, HubSpot, Zoho, Outlook, Gmail, LinkedIn, Apify, Firecrawl, Replicate, OpenAI, Wix, Cloudflare, Railway, Postgres, TypeScript, Python. Let's talk about what you're building. — Richard