You will get fully automated CRM setup + great Dashboards
Top Rated
Project details
I’ll set up or optimize your CRM so your leads, deals, and customer data flow seamlessly. This includes configuring pipelines, automating repetitive tasks, and integrating relevant tools (e.g., Zapier, Google Workspace). You’ll save time on manual work, reduce human error, and keep your sales pipeline organized. Perfect for businesses looking to build or revamp their CRM system for sustained growth.
Project Type
Project Management, Virtual Assistance, Customer SupportWhat's included $2,500
These options are included with the project scope.
$2,500
- Delivery Time 15 days
- Number of Revisions 3
Frequently asked questions
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Zaki is team is amazing. They are very professional and proficient in understanding the clients needs and recommend best solution based on the their needs rather than shoving generic products and workflows down their through like the majority we have worked with in the past. Highly recommend Zaki and team! 👍🏽
About Zaki
Clickup, Monday, Zapier Make Consultant | AI Automation for SMBs
100%
Job Success
Lahore, Pakistan - 8:40 pm local time
I'm Zaki, an AI Automation & Project Management Consultant with 15+ years of hands-on implementation experience. I work with operations-heavy businesses to design and build the operational systems that eliminate manual work, connect scattered tools, and create the kind of process clarity that lets teams execute without constant firefighting.
━━━ What I build ━━━
→ Workflow Automation Systems
End-to-end process automation using Make (Integromat), Zapier, and N8N, Keragon. I design automation architecture that connects your CRM, communication, reporting, and operations tools — so data moves, triggers fire, and your team stops doing manually what a system should handle.
→ AI Integration into Business Operations
GPT and Claude-powered workflows embedded directly into your existing business processes. This includes automated proposal generation, intelligent reporting, AI-assisted client communication, lead qualification workflows, and operational decision-support systems — built and integrated, not just consulted on.
→ CRM Systems & Sales Pipeline Architecture
Full CRM implementation and integration using Monday, Clickup, Asana and similar platforms. I build the pipeline logic, lead routing, follow-up automation, and reporting dashboards — then connect it all into your broader operations stack (Outlook, Gmail, Zoho Mail, Zoho, Slack, etc) so nothing lives in isolation.
→ Operations Stack Integration & Connectivity
If your business runs across ClickUp, Monday, Asana, Slack, Google Workspace, or any combination of tools — I build the integration layer that makes them work as one system. Custom workflows, cross-platform automations, and data pipelines that eliminate the manual handoffs killing your team's time.
→ Business Process Automation Consulting
Before building anything, I audit your current workflows, map your operational gaps, and design a system architecture that fits your business model — not a template. Every automation and integration decision is tied to a measurable business outcome.
━━━ Who I work with ━━━
Operations-heavy businesses that are scaling but being slowed down by the infrastructure underneath them. Typically: agencies running client delivery across too many tools, service businesses drowning in manual reporting and follow-up, and growing teams where execution speed is being capped by process gaps rather than talent gaps.
If you're adding headcount to solve a problem that a better system would fix — that's the conversation I'm built for.
━━━ Results from real implementations ━━━
• 40% reduction in manual work hours across agency operations and client delivery teams
• 60% faster cross-team execution through automated handoffs and SLA-driven workflow design
• 70% increase in staff efficiency — same team, significantly higher output
• $5M+ in operational costs Saved across 300+ business engagements over 15 years
These aren't averages. They're outcomes from specific system builds where the bottleneck was identified, the architecture was designed to address it, and the implementation was executed end-to-end.
━━━ How an engagement works ━━━
1. Discovery — I audit your existing tools, workflows, and operational gaps. No assumptions, no templates.
2. Architecture Design — I map the system before building it. You see exactly what will be built and why before a single automation goes live.
3. Implementation — Full build, configuration, integration, and documentation. Your team doesn't need to manage the process.
4. Handover — Your team runs the system independently. Full documentation, training, and a clean handover so there's no dependency on us continuing.
5. Maintenance & Support — We are always available for any bugs, quick queries etc even after the system has gone live.
━━━ What clients say ━━━
"Our company would not be where it's at without Zaki. He jumped on calls with every department, knocked out operational blueprints, attended every session with an agenda — and he doesn't just advise, he delivers. We've worked with several consultants, even full-time in-house, and none have taken the time to understand our business the way Zaki has." — Kevin, Hi5 Practice
"Working with Zaki has been a game-changer. Their expertise in business process optimization, automation, and systems consulting has revolutionized the way we operate — streamlined workflows, measurable efficiency gains, and significant cost savings." — Moeen A., Head of Geniteam Services Division
━━━ Tools & platforms ━━━
Make (Integromat) · Zapier · N8N · ClickUp · Monday · Asana · GoHighLevel · HubSpot · OpenAI (GPT) · Claude · Google Workspace · Slack · Wrike
━━━ Let's talk ━━━
If your operations are the ceiling on your growth, I can help you identify exactly where the system is breaking down and what it would take to fix it.
Send me your challenges and let's discuss solutions!
Steps for completing your project
After purchasing the project, send requirements so Zaki can start the project.
Delivery time starts when Zaki receives requirements from you.
Zaki works on your project following the steps below.
Revisions may occur after the delivery date.
Deliver CRM implementation and demo
CRM implementation and demo/tutorials will be delivered for your review