You will get an Automated Lead Capture and Management System for Instant CRM Updates
Project details
Automate and streamline your lead management with our Lead To CRM solution, designed to keep your CRM consistently up-to-date with minimal effort. This gig integrates lead workflows between Instantly and Airtable (or other CRMs) to capture, consolidate, and organize lead data for efficient sales and marketing use. Our service is ideal for businesses looking to unify lead data across systems and eliminate manual data entry errors. Choose from three package options: Basic for lead capture to CRM, Standard for multi-field updates with tagging, and Premium for comprehensive lead management with custom data fields and analytics. Perfect for sales teams needing fast, accurate lead updates and companies aiming to boost productivity by automating lead capture and reporting. With our Lead To CRM automation, your team can focus on nurturing relationships while your CRM works seamlessly in the background to keep data consistent and insightful.
What's included
| Service Tiers |
Starter
$120
|
Standard
$300
|
Advanced
$600
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Number of Revisions | 0 | 0 | 0 |
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MJ
Meaghan J.
Nov 8, 2023
You will get the Ideal Buyer Persona & Strategic Brand Recommendations for Your Business
In-depth analysis, detailed responses and useful insights. Highly recommend!
MK
Michael K.
May 30, 2023
Conversion and sales funnel optimization
Very happy with Jacques' work. Ended up being a little more extensive than originally planned but that wasn't his fault
SL
Stephen L.
Mar 10, 2023
You will get the Ideal Buyer Persona & Strategic Brand Recommendations for Your Business
I've made multiple attempts to get proper market research done on Upwork and this is the first time it's been done so professionally and completely. not just copy and paste from one source which is quite common. Content showed insight and analysis.
JL
James L.
Sep 20, 2022
1 off consultation on LinkedIn Strategy
Great discussion with Jacques. We quickly developed much more than the LinkedIn Strategy I had in mind at the start. There's a lot of work to do, but I have a much better shape on my plan now. And all in a very short period of time.
MF
Michael F.
Dec 19, 2021
You will get a Detailed Landing Page Video Audit
Jacques gave us valuable actionable feedback on our landing page. His video was incredibly helpful — he instantly spotted a multitude of flaws and opportunities that we would never be able to find on our own. We'll be implementing most or all of his recommendations. Thanks!
About Jacques
Head of Marketing, AI Automation & Revenue Systems
Johannesburg, South Africa - 11:18 am local time
Leads come in, but they don’t convert consistently. Follow-ups are inconsistent. CRMs are underutilized. Marketing and sales aren’t aligned.
That’s where I come in.
I build full revenue systems that connect marketing, automation, and CRM so that every lead is captured, nurtured, and converted properly.
Over the past 14+ years, I’ve worked across 20+ industries helping companies turn scattered marketing efforts into predictable growth engines.
A few highlights:
- Generated $8M+ in pipeline through structured marketing systems
- Reduced CAC by 35% within 30 days by fixing funnel and automation gaps
- Increased inbound leads by 200% for an international B2B client
- Managed R5M+ campaign budgets (Vodacom via Microsoft)
- Built AI prospecting bots and WhatsApp chat agents for scalable outreach
I’ve also worked alongside global agencies including Omnicom Media Group and GroupM, and have experience operating at both enterprise and startup levels.
What I can help you with:
- Marketing automation and CRM setup (Salesforce, Zoho, Pipedrive)
- AI automation (bots, workflows, lead scoring)
- Funnel and conversion optimization
- Lead generation systems (LinkedIn, Google)
- Full go-to-market strategy
If you’re looking for someone who can connect the dots between marketing, automation, and revenue, we’ll get along well.
Send me a message and let’s take a look at your setup.
Steps for completing your project
After purchasing the project, send requirements so Jacques can start the project.
Delivery time starts when Jacques receives requirements from you.
Jacques works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements Review and Project Setup
Review the client’s current lead capture and CRM setup, including required fields, workflows, and specific integration goals. Best done with a 15 minute meeting.
Project completion
Set up or verify the client’s CRM structure. Integrate lead sources (e.g., Instantly) with Airtable or the client’s CRM, automating lead capture processes. Set up workflows for lead data entry.