You will get an automated CRM workflow using ai to boost customer engagement
Project details
Ready to turn your CRM into a sales-boosting, lead-loving machine powered by AI?
Hey there! I'm passionate about helping businesses like yours unlock the real power of their CRM not just as a data tool, but as a smart, proactive partner in your growth.
I specialize in weaving AI magic into popular CRMs like Salesforce, Airtable, HubSpot, and Zoho, helping you:
Automate lead scoring (so your team focuses on the right people at the right time)
Send hyper-personalized email campaigns based on real customer behavior
Predict customer churn before it happens and take action
Streamline your sales pipeline with smart task automation (less clicking, more closing!)
This isnt about generic automation its about crafting smart, tailored workflows that work with your team and for your goals.
If you're ready to make your CRM actually work for you (and not the other way around), Id love to collaborate and build something great together. Lets talk about your vision and make it happen!
CONTACT ME before placing an order - pretty please.
Hey there! I'm passionate about helping businesses like yours unlock the real power of their CRM not just as a data tool, but as a smart, proactive partner in your growth.
I specialize in weaving AI magic into popular CRMs like Salesforce, Airtable, HubSpot, and Zoho, helping you:
Automate lead scoring (so your team focuses on the right people at the right time)
Send hyper-personalized email campaigns based on real customer behavior
Predict customer churn before it happens and take action
Streamline your sales pipeline with smart task automation (less clicking, more closing!)
This isnt about generic automation its about crafting smart, tailored workflows that work with your team and for your goals.
If you're ready to make your CRM actually work for you (and not the other way around), Id love to collaborate and build something great together. Lets talk about your vision and make it happen!
CONTACT ME before placing an order - pretty please.
AI Development Type
Knowledge Representation, Model Tuning, Recommendation System, Software MaintenanceAI Development Language
PythonWhat's included
| Service Tiers |
Starter
$150
|
Standard
$300
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 3 days | 4 days | 14 days |
Number of Revisions | 1 | 3 | 5 |
AI Model Integration | - | ||
Detailed Code Comments | - | - | |
Knowledge Graph | - | - | - |
Model Documentation | - | - | - |
Ontology | - | - | - |
Source Code | - | - | - |
Taxonomy | - | - | - |
Frequently asked questions
About Gianna
AI Automation & Excel Spreadsheets Specialist | Executive Assistant
Euless, United States - 9:06 am local time
Hey there! I’m Gianna, your go-to partner for all things organized, automated, and just plain easier. With a background in project management and AI automation (plus a mild obsession with color-coded spreadsheets), I specialize in:
✨ Streamlining your workflows with custom AI and chatbot solutions
🧠 Taking the reins on projects so you don’t have to micromanage
📊 Turning messy Excel sheets into sleek, automated dashboards
🧾 Keeping you on track as a reliable, friendly executive assistant
Throughout my career, I've excelled at:
✔️ End-to-End Project & Task Coordination
✔️ Operations Management & Process Optimization
✔️ Financial Reporting & Reconciliation (QuickBooks & Excel)
✔️ Agile Methodology & Remote Team Collaboration
✔️ Automation & AI Tools (Zapier, ChatGPT, Generative AI)
✔️ Bilingual Support: English & Spanish
✔️ 5-Star Client Experience (300+ Projects Completed via Fiverr & Upwork)
I blend tech savvy with people skills to help busy teams and entrepreneurs work smarter—not harder.
Steps for completing your project
After purchasing the project, send requirements so Gianna can start the project.
Delivery time starts when Gianna receives requirements from you.
Gianna works on your project following the steps below.
Revisions may occur after the delivery date.
Share Your CRM Setup and Business Goals
Let me know which CRM you’re using (Salesforce, HubSpot, Airtable, Zoho, etc.) and what pain points or goals you have—like qualifying leads faster, reducing churn, or closing deals more efficiently.
Identify Key Workflows to Automate
Together, we’ll map out the highest-impact workflows like lead scoring, personalized outreach, or task automation that we can enhance using AI.