You will get CRM Integration & KPI Dashboard Setup (HubSpot / Pipedrive / Airtable)
Project details
I’ll integrate your CRM system (HubSpot, Pipedrive, or Airtable) with your lead capture and booking tools — and create a custom KPI Dashboard that helps you track performance in real time.
What’s Included:
• CRM connection & field mapping (leads, bookings, statuses)
• Custom pipeline setup for your sales or service process
• Automation rules (lead tagging, alerts, reminders)
• KPI Dashboard (lead count, response rate, booking rate, conversions)
• Weekly performance email report (Standard & Advanced)
• Full testing + documentation or video handover
Delivery: 5–7 days · 2 revisions
Perfect for: founders, sales teams, and service-based businesses that want full visibility on lead response, bookings, and performance — all in one place.
What’s Included:
• CRM connection & field mapping (leads, bookings, statuses)
• Custom pipeline setup for your sales or service process
• Automation rules (lead tagging, alerts, reminders)
• KPI Dashboard (lead count, response rate, booking rate, conversions)
• Weekly performance email report (Standard & Advanced)
• Full testing + documentation or video handover
Delivery: 5–7 days · 2 revisions
Perfect for: founders, sales teams, and service-based businesses that want full visibility on lead response, bookings, and performance — all in one place.
Database Type
MS SQL, PostgreSQL, MongoDBWhat's included
| Service Tiers |
Starter
$170
|
Standard
$400
|
Advanced
$625
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Schema Diagram | - | - | - |
Permissions Setup | - | - | - |
Import/Export Data | - | - | - |
Admin Panel Setup | - | - | - |
About Meir
All-round Automation Specialist
Budapest, Hungary - 7:31 pm local time
I design smart chatbots for websites, WhatsApp, Instagram, Facebook, and email, plus CRM dashboards that track every lead.
My focus: faster responses, higher conversions, and simpler operations.
If you need a system that engages customers 24/7 while you focus on growth, I can build it for you — clean, efficient, and on-brand. 🚀
Steps for completing your project
After purchasing the project, send requirements so Meir can start the project.
Delivery time starts when Meir receives requirements from you.
Meir works on your project following the steps below.
Revisions may occur after the delivery date.
Review Client Details
Confirm which CRM (HubSpot, Pipedrive, or Airtable) you use, access credentials, and main reporting goals.
Data Mapping & Setup
Define and organize lead, booking, and sales fields within your CRM for structured data flow.