You will get CRM Setup for Financial Advisors & Recruiters | Wealthbox, Redtail, Recruit
Project details
Want a CRM system that actually follows up with your leads, organizes your pipeline, and saves you hours of manual work?
I help businesses, financial advisors, recruiters, and sales teams set up and automate powerful CRM systems that streamline operations and improve conversions.
Instead of juggling multiple tools and doing everything manually, I build a connected system where your leads are captured, nurtured & managed automatically.
✅ What I can help you with:
CRM setup & customization (Wealthbox, Redtail, Recruit CRM, Salesflare, Ringy)
Pipeline & deal stage creation
Lead capture & contact management
Workflow automation using n8n
Email, SMS & follow-up automation
Task assignment & reminders
Integration with other tools (Zapier, APIs, third-party apps)
Data organization and cleanup
⚙️ How your system will work:
Leads come in → CRM captures → automation follows up → tasks are assigned → pipeline updates → deals are closed
Everything runs smoothly without manual stress.
💡 Why work with me?
Strong experience in CRM & automation systems
Focus on building systems that actually improve your workflow
Clean, organized, and scalable setup
Clear communication and reliable delivery
I help businesses, financial advisors, recruiters, and sales teams set up and automate powerful CRM systems that streamline operations and improve conversions.
Instead of juggling multiple tools and doing everything manually, I build a connected system where your leads are captured, nurtured & managed automatically.
✅ What I can help you with:
CRM setup & customization (Wealthbox, Redtail, Recruit CRM, Salesflare, Ringy)
Pipeline & deal stage creation
Lead capture & contact management
Workflow automation using n8n
Email, SMS & follow-up automation
Task assignment & reminders
Integration with other tools (Zapier, APIs, third-party apps)
Data organization and cleanup
⚙️ How your system will work:
Leads come in → CRM captures → automation follows up → tasks are assigned → pipeline updates → deals are closed
Everything runs smoothly without manual stress.
💡 Why work with me?
Strong experience in CRM & automation systems
Focus on building systems that actually improve your workflow
Clean, organized, and scalable setup
Clear communication and reliable delivery
Purpose
BusinessIndustry
Construction, Financial Services, Nonprofit, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$25
|
Standard
$100
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 7 days |
About Precious
CRM Setup Expert | HubSpot, Salesforce, Zoho, Gohighlevel & Zapier
Ibadan, Nigeria - 4:19 pm local time
I work with tools like GoHighLevel, Zapier, HubSpot, Salesforce, and Zoho CRM to build clean, organized workflows that actually make day-to-day operations easier. Whether it’s setting up your CRM, automating follow-ups, or connecting different apps together, I aim to create systems that run smoothly without constant manual work.
Some of the things I can help you with:
• Setting up and customizing your CRM
• Building automations in Zapier
• GoHighLevel funnels, pipelines, and workflows
• Lead tracking and follow-up systems
• Integrating your tools so everything works together
I like to keep things simple, reliable, and tailored to your business needs. If you need help getting your CRM or automations in place (or fixing what’s already there), feel free to reach out.
Steps for completing your project
After purchasing the project, send requirements so Precious can start the project.
Delivery time starts when Precious receives requirements from you.
Precious works on your project following the steps below.
Revisions may occur after the delivery date.
End-to-End CRM Setup & Automation System
I will set up and automate your CRM (Wealthbox, Redtail, Recruit CRM, Salesflare, Ringy) with n8n integrations, streamlining lead management, follow-ups, and workflows to improve efficiency and conversions.