You will get a CRM Implementation to organize your business
Top Rated
Project details
My specialty is streamlining workflows to dramatically increase productivity and profitability.
Specific areas of a business I focus on are:
1) Setting up, implementing, optimizing, customizing, training and supporting software
for a variety of business types.
2) Designing automated workflows, specialized reporting and business analytics.
3) Data management including cleaning up and transferring data from
one application to another.
4) Application Integrations where data can be shared via Zapier or an API.
5) Project management and planning
Specific areas of a business I focus on are:
1) Setting up, implementing, optimizing, customizing, training and supporting software
for a variety of business types.
2) Designing automated workflows, specialized reporting and business analytics.
3) Data management including cleaning up and transferring data from
one application to another.
4) Application Integrations where data can be shared via Zapier or an API.
5) Project management and planning
Industry
Health & Medical, Marketing & Advertising, NonprofitWhat's included
| Service Tiers |
Starter
$1,200
|
Standard
$2,400
|
Advanced
$4,800
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 28 days |
Live Consultation (Minutes) | 480 | 960 | 1440 |
Frequently asked questions
113 reviews
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AC
Angel C.
Jan 10, 2026
Quickbooks Invoicing Automation Project: Airtable / Quickbooks / Other
Excellent experience. Would definitely hire again!
sS
ss.egs S.
Apr 15, 2025
Airtable Expert for Asset Tracking Database and Visualisation
EP
Ever Care P.
Apr 7, 2025
Airtable consulting
Doug is very personable and helpful. Our service business needed to set up a complex route sheet for our field technicians. Doug recommended Airtable. He took the time to show us how the program works what can be done with it. He was able to meet our expectations. We have been using the Airtable program now for about four years. The program has needed modifications and Doug is always promptly available to make the necessary changes that we need. Doug has truly been an asset to our company in helping us to be more efficient using this Airtable program.
JM
Jessica M.
Oct 23, 2024
Insightly Customization, Training, Reporting and Dashboarding
Doug was excellent. He knew Insightly inside and out and could accomplish all of our goals. His communication was clear, and he was very easy to work with.
SP
Sandy P.
Sep 18, 2024
Zapier for JotForm, Google Sheets, and Bloomerang
Easy to work with. Great at problem-solving. Loved working with him.
About Doug
Workflow automation specializing in Airtable, Insightly and Zapier.
100%
Job Success
Hilliard, United States - 9:48 pm local time
Your business applications can communicate with one another, eliminating the need for manual data entry and reducing errors. Integration will allow you to automate tedious tasks and free up valuable time for more strategic work.
Don't let inefficient workflows hold your business back. Take advantage of the power of automating your business workflows.
And I can start immediately on your project.
⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️
My Professional Experience Includes
✅ Streamlining existing or new workflow automations
✅ Gathering insights into business operations
✅ Specialized reporting and business analytics
✅ Fast and effective project turnarounds
✅ Effective and clear communication
Technical Stack (but not limited to)
✅ Accounting: Quickbooks
✅ Campaign Management: Reply.io, Email scrubbing
✅ CRMs: Insightly, Hubspot, Airtable
✅ Database – Airtable, Access
✅ Document Management: PandaDocs
✅ eCommerce: Shopify, WooCommerce
✅ Google Suite
✅ Microsoft Office
✅ No Code and API development: Zapier, Custom Scripts
✅ Productivity Tools: Calendly, Ring Central, Twilio, Zapier
✅ Project Management: Airtable, Asana, ClickUp, Monday.com
Industry Niches (but not limited to)
✅ Accounting
✅ Business Services and Consulting
✅ Lead Generation and Campaign Management
✅ Coaching
✅ Construction
✅ Data Cleanup and Migration
✅ eCommerce
✅ Event Management
✅ Health Care
✅ Insurance
✅ Marketing Agency
✅ Real Estate and Lending
✅ Sales & Marketing
... It all starts with a conversation ...
Steps for completing your project
After purchasing the project, send requirements so Doug can start the project.
Delivery time starts when Doug receives requirements from you.
Doug works on your project following the steps below.
Revisions may occur after the delivery date.
Current CRM usage
• How are you using your CRM? • What are you not getting with your CRM? • How are emails, messaging, and communications tracked? • What are the workflow bottlenecks? • How are sales opportunities handled? • How are projects being managed?
What is your wish list
• What features and capabilities do you need? • What workflows are needed? • What type of reports are required? • What other apps need to be integrated? • Who will be trained, and for which functions? • What on-going support services will be needed?