You will get a fully set up Dubsado, Honeybook and 17hats account with workflows

Project details
Are you tired of juggling multiple tools and platforms to manage your client relationships and business operations?
Look no further! As a Dubsado and Honeybook expert, I can help you streamline your workflow and automate many of the tedious tasks associated with running a business.
I will set up your Dubsado and Honeybook accounts to exactly fit your business processes and structure. Here are the things I will be doing for you:
Efficient Lead and Contact management.
Data Visualization in form of Analytics and reporting
Effective Pipeline setup
Mobile CRM: Track sales on the go.
High deliverable Emails
Management of proposals and contracts
automate invoicing and payments
Don't let the chaos of running a business take over your life. Let me help you streamline your workflow and focus on what you do best - growing your business. Order now and get a free consultation to see how Dubsado and Honeybook can help your business thrive!
Look no further! As a Dubsado and Honeybook expert, I can help you streamline your workflow and automate many of the tedious tasks associated with running a business.
I will set up your Dubsado and Honeybook accounts to exactly fit your business processes and structure. Here are the things I will be doing for you:
Efficient Lead and Contact management.
Data Visualization in form of Analytics and reporting
Effective Pipeline setup
Mobile CRM: Track sales on the go.
High deliverable Emails
Management of proposals and contracts
automate invoicing and payments
Don't let the chaos of running a business take over your life. Let me help you streamline your workflow and focus on what you do best - growing your business. Order now and get a free consultation to see how Dubsado and Honeybook can help your business thrive!
Project Type
Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$50
|
Standard
$100
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 8 days |
Number of Revisions | 0 | 0 | 0 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$10 - $60
22 reviews
(22)
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AK
Alexander K.
Jun 24, 2026
ZOHO Books Expert
Great and fast help. Very skilled. Happy to work with him again.
FA
Folawe A.
Jun 22, 2026
Quick Zoho CRM Fix – Troubleshoot Workflow & Paid Consult Trial
Excellent Zoho CRM specialist. Quickly identified and fixed our workflow automation and custom field mapping issues. Strong knowledge of Zoho One, webhooks, API integrations, and Deluge scripting. Professional, responsive, and delivered exactly as promised. Highly recommended for Zoho CRM optimization projects.
MR
Mark R.
Jun 22, 2026
Zoho Campaigns Setup Specialist
Philip has done an awesome job on our ZOHO project, very detailed and completed the job very fast.
Look forward to working with him again.
Look forward to working with him again.
OP
Oke P.
May 4, 2026
Zoho CRM Expert Needed (Setup & Automation)
Great experience working with this Philip. Delivered a clean and well-structured Zoho CRM setup with effective workflow automation, lead management, and sales pipeline optimization. Communication was clear, and the project was completed within timeline and budget. Highly recommended for Zoho CRM customization, CRM automation, and integrations.
TO
Temidayo O.
Apr 14, 2026
Zoho CRM Expert
About Philip
Zoho CRM & Zoho One Expert | Creator Developer | Workflow Automation
100%
Job Success
Ogun, Nigeria - 3:01 pm local time
In 2026, a "messy" CRM is more than an eyesore, it’s a financial liability. With 7+ years of experience and 400+ successful implementations, I bridge the gap between technical Deluge scripting and high-level business logic. Research shows that businesses using advanced CRM automation see a 14.5% increase in sales productivity and a 12% reduction in marketing overhead. I am here to ensure you exceed those benchmarks.
Core Service Pillars
I specialize in the end-to-end Zoho One ecosystem, focusing on three high-impact areas:
Sales Pipeline Engineering: I build automated lead-capture-to-close systems that ensure 0% lead drop-off.
Custom API Integrations: Seamlessly connecting Zoho CRM with Stripe, Webflow, Zapier, and WordPress using REST APIs and Webhooks.
Low-Code Solutions: Developing custom business applications via Zoho Creator and complex automation using Deluge Scripting.
The Result ;What You Get
When we work together, you aren't just "setting up software." You are architecting a scalable operation. My clients typically see:
60% Reduction in manual data entry through intelligent automation.
Real-Time Visibility into KPIs via custom Zoho Analytics dashboards.
Faster Lead Response times, significantly increasing your conversion rate.
If you are a Founder or COO looking to stop "managing" your tools and start leveraging them to scale, click the 'Invite' or 'Message' button. Let's build a system that works as hard as you do.
Steps for completing your project
After purchasing the project, send requirements so Philip can start the project.
Delivery time starts when Philip receives requirements from you.
Philip works on your project following the steps below.
Revisions may occur after the delivery date.
Business Process analysis
I will critically analyze your business process at this stage and advice you on the best processes to streamline your business processes to increase conversion.
Process prototyping
At this stage, I prototype the processes and automation concluded discussed on Dubsado, Honeybook or 17hats.