You will get a custom Podio CRM workspace with workflows for your team
Project details
A customized podio CRM should give your team one clear place to manage contacts , leads , projects , tasks , and followups . I build practical Podio workspaces that match your process , improve visibility , and reduce manual work .
What I can set up :-
> CRM dashboard
> Contacts and companies
> Leads and opportunities
> Sales pipelines
> Projects and deliverables
> Tasks and follow-up reminders
> Calendar and meetings
> Forms and data capture
> Reports and saved views
> Team roles and permissions
> Workflow automations
Tools include :-
Podio , Podio Workflow Automation , Zapier , and Make .
You will receive a clean , tested , and esy to manage CRM workspace tailored to your team . The setup helps organize records , track progress , automate routine actions, and keep followups clear and consistent .
What I can set up :-
> CRM dashboard
> Contacts and companies
> Leads and opportunities
> Sales pipelines
> Projects and deliverables
> Tasks and follow-up reminders
> Calendar and meetings
> Forms and data capture
> Reports and saved views
> Team roles and permissions
> Workflow automations
Tools include :-
Podio , Podio Workflow Automation , Zapier , and Make .
You will receive a clean , tested , and esy to manage CRM workspace tailored to your team . The setup helps organize records , track progress , automate routine actions, and keep followups clear and consistent .
Purpose
BusinessIndustry
Agriculture, Beauty & Cosmetics, Business Services & Consulting, Construction, Ecommerce, Education, Events Planning, Financial Services, Hardware & Electronics, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Nonprofit, Real Estate, Retail & Wholesale, Software, Travel & Tourism, WellnessLanguage
EnglishWhat's included $216
These options are included with the project scope.
$216
- Delivery Time 2 days
- Number of Revisions 2
- Number of Hours of Work 10
- Organize & Classify/Tag Files
- Formatting & Clean Up
- Project Management Support
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$18
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About Muhammad
Virtual Assistant | Operations & Systems Coordinator | CRM & Admin
100%
Job Success
Bahawalpur, Pakistan - 11:41 pm local time
𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐭𝐡𝐚𝐭 𝐥𝐨𝐨𝐤𝐬 𝐥𝐢𝐤𝐞 𝐢𝐧 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞:
✯ 𝖤𝗑𝖾𝖼𝗎𝗍𝗂𝗏𝖾 & 𝖠𝖽𝗆𝗂𝗇 𝖲𝗎𝗉𝗉𝗈𝗋𝗍
I take care of the day-to-day admin work so founders can focus on running the business, not the inbox.
♦️ Calendar Management
♦️ Meeting Coordination
♦️ Inbox Management
♦️ Travel Arrangements
♦️ Data Entry
♦️ Project Tracking
✯ 𝖮𝗉𝖾𝗋𝖺𝗍𝗂𝗈𝗇𝗌 & 𝖯𝗋𝗈𝖼𝖾𝗌𝗌 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍
I find the bottlenecks in how the business runs, then build a simpler way to work
♦️ Process Documentation
♦️ Onboarding Development
♦️ Workflow Automation
♦️ Systems Integration
♦️ Software Setup
✯ 𝖢𝖱𝖬 & 𝖲𝗒𝗌𝗍𝖾𝗆𝗌 𝖬𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍
I manage CRM platforms and tools that keep leads organized and clients tracked.
CRM & Business Tools :
✅ Zapier
✅ HubSpot
✅ GoHighLevel
✅ ClickUp
✅ Monday
✅ Notion
✅ Google Workspace
CRM Support Includes :
✅ Lead Tracking
✅ Pipeline Management
✅ Client Onboarding Systems
✅ Workflow Automations
✅ Email & SMS Automations
✯ 𝖠𝖽𝖽𝗂𝗍𝗂𝗈𝗇𝖺𝗅 𝖡𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝖲𝗎𝗉𝗉𝗈𝗋𝗍 :
Alongside the core ops work, I also help with the front-facing side of the business research, outreach, and content when it's needed.
🔷 Lead Generation
🔷 Market Research
🔷 Client Management
🔷 Content Support
🔷 Canva
🔷 Capcut
𝑷𝒍𝒆𝒏𝒕𝒚 𝒐𝒇 𝒑𝒆𝒐𝒑𝒍𝒆 𝒄𝒂𝒏 𝒑𝒐𝒊𝒏𝒕 𝒐𝒖𝒕 𝒘𝒉𝒂𝒕'𝒔 𝒘𝒓𝒐𝒏𝒈 𝒘𝒊𝒕𝒉 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔. 𝑭𝒆𝒘𝒆𝒓 𝒘𝒊𝒍𝒍 𝒂𝒄𝒕𝒖𝒂𝒍𝒍𝒚 𝒔𝒕𝒂𝒚 𝒂𝒏𝒅 𝒇𝒊𝒙 𝒊𝒕. 𝑰𝒇 𝒚𝒐𝒖'𝒓𝒆 𝒍𝒐𝒐𝒌𝒊𝒏𝒈 𝒇𝒐𝒓 𝒕𝒉𝒆 𝒔𝒆𝒄𝒐𝒏𝒅 𝒌𝒊𝒏𝒅 , 𝒕𝒉𝒂𝒕'𝒔 𝒎𝒆.
𝑳𝒆𝒕'𝒔 𝒕𝒂𝒍𝒌.
Steps for completing your project
After purchasing the project, send requirements so Muhammad can start the project.
Delivery time starts when Muhammad receives requirements from you.
Muhammad works on your project following the steps below.
Revisions may occur after the delivery date.
Configure and Test Automations
I set up workflow rules , reminders , record updates , notifications, and integrations , then test the complete system .