You will get Do advanced CRM system setup lead tracking workflow design for Contractors
Project details
Are you struggling to keep track of project leads or losing time on manual scheduling for your contracting business?
I provide advanced CRM system setup, precise lead tracking, and custom workflow design specifically tailored to help contractors and HVAC/solar professionals scale their operations.
By building a system that manages your pipeline from inquiry to final invoice, I ensure you stay organized and never miss a follow-up opportunity.
Why choose me?
As a digital solutions partner, I specialize in sales automation for service based industries.
I don't just set up software; I create efficient, automated systems that align with your unique business processes, allowing you to spend less time on admin and more time on the job site.
What you get:
A professional CRM environment configured specifically for your construction or trade business.
Integrated lead tracking to monitor potential projects from initial contact to close.
Customized workflow automation to handle client communication and appointment scheduling automatically.
I provide advanced CRM system setup, precise lead tracking, and custom workflow design specifically tailored to help contractors and HVAC/solar professionals scale their operations.
By building a system that manages your pipeline from inquiry to final invoice, I ensure you stay organized and never miss a follow-up opportunity.
Why choose me?
As a digital solutions partner, I specialize in sales automation for service based industries.
I don't just set up software; I create efficient, automated systems that align with your unique business processes, allowing you to spend less time on admin and more time on the job site.
What you get:
A professional CRM environment configured specifically for your construction or trade business.
Integrated lead tracking to monitor potential projects from initial contact to close.
Customized workflow automation to handle client communication and appointment scheduling automatically.
Database Type
MySQL, MS Access, OracleWhat's included
| Service Tiers |
Starter
$65
|
Standard
$250
|
Advanced
$550
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 3 | 5 | 7 |
Source Code | - | - |
About Unique
CRM & Sales Automation Expert
Lagos, Nigeria - 3:17 am local time
As a dedicated CRM and Automation Specialist, I help businesses bridge the gap between their marketing efforts and closed sales.
I design, customize, and optimize CRM ecosystems that keep your sales team organized and your revenue growing. Whether you need an entirely new setup built from scratch or complex workflows troubleshooted, I've got you covered.
Here is what I can help you achieve:
CRM Setup & Customization: Mapping pipelines, managing pipelines, setting up custom fields, and creating seamless user roles (GoHighLevel, HubSpot, Zoho, or Salesforce).
Advanced Automation & Workflows: Building automated lead nurturing sequences, instant SMS/email follow-ups, appointment reminders, and onboarding workflows.
Integrations: Connecting your CRM with your website, social media ads (Facebook/TikTok), Zapier, and payment gateways.
Data Management: Clean lead importing, tagging, segmentation, and setting up clean analytics dashboards.
I don't just set up software; I build systems that give you your time back. Let's chat about your business goals and turn your CRM into a 24/7 sales machine!
Steps for completing your project
After purchasing the project, send requirements so Unique can start the project.
Delivery time starts when Unique receives requirements from you.
Unique works on your project following the steps below.
Revisions may occur after the delivery date.
Needs Assessment & Workflow Audit
I will analyze your current business processes, from initial inquiry to project completion, to identify opportunities for automation.