Upwork home
Sign up
Project Catalog
DesignDesign
Video & AudioVideo & Audio
Development & ITDevelopment & IT
MarketingMarketing
Writing & TranslationWriting & Translation
MoreMore

You will get a Complete SaaS Onboarding and GHL Automation Setup

Yaacov S.Status: Offline
Yaacov S. Yaacov S.
5.0
Rising Talent
Preview image

Let a pro handle the details

Buy Support & IT services from Yaacov, priced and ready to go.
Yaacov S.Status: Offline
Yaacov S. Yaacov S.
5.0
Rising Talent
Preview image

Let a pro handle the details

Buy Support & IT services from Yaacov, priced and ready to go.

Project details

Expert SaaS Onboarding, CRM Automation & IT Operations

Most businesses leak revenue because of disconnected tools and slow manual workflows. I am a former IT Director with 20 years of experience building the operational logic that allows SaaS platforms and CRMs to scale autonomously.

Why hire me?

Massive Scale: Managed CRM pipelines with an Opportunity Value of $26.27M and maintained a 4.3% conversion rate.

Efficiency Expert: Reduced system downtime by 75% while managing a €200K IT budget.

Business Logic: Directed real estate portfolios exceeding €80M. I understand the financial stakes behind the software.

Technical Mastery: Expert in SaaS onboarding, CRM customization, and workflow automation (GHL, Zapier, Windows Server).

The Deliverables:

Custom CRM Architecture: Tailored setup to match your specific sales funnel.

Workflow Automation: Elimination of manual data entry and repetitive tasks.

Operations Manual (SOP): Professional documentation so your team can run the system without me.

Stop fighting your software. Let's build a system that grows your business. Available for a 15-minute technical audit.
Support & IT Services
CRM Customization & Development, Helpdesk & Technical Support
Device
Desktop/Laptop
Operating System
Windows
Cloud Platforms
Google Cloud Platform, SaaS, Salesforce
What's included
Service Tiers Starter
$50
Standard
$250
Advanced
$700
Delivery Time 2 days 7 days 14 days
Number of Revisions
135
Remote Connection Support
Documentation
-

Frequently asked questions

5.0
1 review
100% Complete
(1)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

MG

Mau G.
5.00
Mar 15, 2026
WhatsApp AI Agent Performance Review - Hebrew Language
Yaacov S.Status: Offline

About Yaacov

Yaacov S.Status: Offline
AI Voice Agents | Workflow Automation | Make & Zapier Expert
100% Job Success
5.0  (1 review)
Jerusalem, Israel - 6:26 am local time
I replace manual admin work with intelligent, automated systems.

Specializing in AI Voice Agents (Vapi/Retell) for patient/lead intake and Operations Automation for Real Estate/STR. Leveraging 10 years of Operations Management automized into code.

My Core Solutions:
* AI Voice Receptionists: I build agents that answer calls, qualify leads, and book appointments 24/7 using Vapi/Retell.
* Workflow Automation: Connecting your disparate apps (CRM, Email, Slack) via Make or Zapier to eliminate data entry.
* Real Estate Ops: Automating guest messaging, cleaning schedules, and dynamic pricing for property managers (Hostaway/Guesty).

Stop drowning in admin tasks. Let's build a system that runs without you.

Currently based in the USA (Eastern Time) and available for immediate collaboration during U.S. business hours. VIA W-8BEN.

Steps for completing your project

After purchasing the project, send requirements so Yaacov can start the project.

Delivery time starts when Yaacov receives requirements from you.

Yaacov works on your project following the steps below.

Revisions may occur after the delivery date.

Audit & Blueprint

I analyze your current tools and map out the most efficient automation logic to save you time.

Build & Integration

I connect your apps (via Zapier/Make) and set up the triggers and actions inside your CRM.

Review the work, release payment, and leave feedback to Yaacov.