You will get Lead Capture & CRM System Audit
Project details
This project is for service businesses and B2B teams that want to understand where their lead flow, follow-up process, and CRM logic are breaking down.
I review how leads come in, how they are routed, how follow-up is handled, and where manual chaos, delays, or missed handoffs are hurting operations.
This is a good fit if:
• leads are coming in, but follow-up is inconsistent
• your CRM workflow does not match your real process
• your team relies on spreadsheets, disconnected tools, or manual workarounds
• you need clarity before investing in implementation
Depending on the package, you’ll receive:
• a review of your current lead flow and CRM setup
• a workflow map showing gaps in routing and follow-up
• a clear action plan with next steps and implementation priorities
This project is designed to help you understand what needs to be fixed before building or improving the system.
I review how leads come in, how they are routed, how follow-up is handled, and where manual chaos, delays, or missed handoffs are hurting operations.
This is a good fit if:
• leads are coming in, but follow-up is inconsistent
• your CRM workflow does not match your real process
• your team relies on spreadsheets, disconnected tools, or manual workarounds
• you need clarity before investing in implementation
Depending on the package, you’ll receive:
• a review of your current lead flow and CRM setup
• a workflow map showing gaps in routing and follow-up
• a clear action plan with next steps and implementation priorities
This project is designed to help you understand what needs to be fixed before building or improving the system.
Programming Languages
HTML & CSS, JavaScript, TypeScriptCoding Expertise
Performance Optimization, SecurityWhat's included
| Service Tiers |
Starter
$149
|
Standard
$349
|
Advanced
$599
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 1 | 1 |
Number of Pages | 1 | 2 | 3 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - | - |
Frequently asked questions
About Oleksandr
Business Automation & Internal Tools
Port Coquitlam, Canada - 6:20 pm local time
My work sits between lead capture, qualification, routing, CRM logic, automation, and custom internal tools — so leads do not get lost, follow-up stays consistent, and teams spend less time managing manual chaos.
I’m usually a good fit when:
- leads are coming in, but response and follow-up are inconsistent
- the business relies on spreadsheets, disconnected tools, or manual handoffs
- the CRM exists, but the workflow does not match the real process
- you need more than a landing page or a basic integration — you need a working system
What I build:
- Lead capture and qualification flows
- CRM routing and pipeline logic
- Missed-call and instant-response workflows
- Internal dashboards and business systems
- Quiz, scoring, and segmentation systems
- Portals, calculators, and workflow-driven web apps
- API integrations connecting forms, CRM, ad platforms, and operations tools
Selected results:
- Replaced spreadsheets and paper-based workflows with a custom operations system
- Built an automated missed-call follow-up and lead handling system for a service business
- Built scoring and segmentation systems that personalized user journeys and automated delivery
- Connected data flows, CRM logic, and routing systems to reduce manual work and improve process clarity
Core stack:
Next.js, TypeScript, React, Node.js, Supabase, PostgreSQL, API integrations, workflow automation
Typical engagement:
1) diagnostic / scoping
2) fixed-scope implementation
3) ongoing improvements, support, and system expansion
If you need a system your team can actually use day to day — send me your current workflow and bottleneck.
Steps for completing your project
After purchasing the project, send requirements so Oleksandr can start the project.
Delivery time starts when Oleksandr receives requirements from you.
Oleksandr works on your project following the steps below.
Revisions may occur after the delivery date.
Review current workflow
I review your lead flow, follow-up process, CRM setup, and current bottlenecks.
Identify gaps and risks
I identify where leads are delayed, dropped, mishandled, or disconnected from your CRM workflow.