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Project details
☀Hello! I would love to choose a business platform and be able to build automation to reduce manual activities for you.
My name is Michael, I am a team leader and work at a small CRM automatization agency.
I have a very wide range of experience setting up integrations with similar solutions.
I work with Monday.com, Zoho, Zapier, Hubspot, Amazon Web Services, ChatGPT, QuickBooks Online, SalesForce, Microsoft Power BI, Stripe, Klaviyo, Clickfunnels, Jira, Asana, Excel, ClickUp, Google WorkSpace, Airtable, Tableau, Sharepoint, GoHighLevel, Integromat / Make.com, Zendesk, ActiveCampaign, PowerAutomate, AWS, Notion, Intercom, Podio, Twilio, Bubble, Stripe, Trello, Xero, Pipedrive, Typeform, Pardot, DialogFlow, IFTTT, Slack, etc.
My name is Michael, I am a team leader and work at a small CRM automatization agency.
I have a very wide range of experience setting up integrations with similar solutions.
I work with Monday.com, Zoho, Zapier, Hubspot, Amazon Web Services, ChatGPT, QuickBooks Online, SalesForce, Microsoft Power BI, Stripe, Klaviyo, Clickfunnels, Jira, Asana, Excel, ClickUp, Google WorkSpace, Airtable, Tableau, Sharepoint, GoHighLevel, Integromat / Make.com, Zendesk, ActiveCampaign, PowerAutomate, AWS, Notion, Intercom, Podio, Twilio, Bubble, Stripe, Trello, Xero, Pipedrive, Typeform, Pardot, DialogFlow, IFTTT, Slack, etc.
Project Type
Development, ITWhat's included $95
These options are included with the project scope.
$95
- Delivery Time 3 days
- Number of Revisions 0
108 reviews
(98)
(6)
(3)
(1)
(0)
SP
Sam P.
Mar 25, 2024
Very detail oriented and great on building on your existing ideas. Outstanding solutions across the board.
NA
Nazik A.
Mar 27, 2025
60 minute consultation
It was a fantastic experience to work with Mikhail. In just 60 minutes, he thorougly explained everything about the issue I was facing and went above and beyond to help me. I look forward to working with him again for future consulations and highly recommend him as a freelancer!
IG
Ion G.
Mar 21, 2025
30 minute consultation
AB
Aaron B.
Mar 21, 2025
Zapier Automation Specialist for Fathom Integration
SG
Sheridan G.
Mar 21, 2025
30 minute consultation
MG
Matt G.
Mar 18, 2025
Zoho Expert/Team for Comprehensive Zoho Suite Implementation and Optimization
About Mikhail
Top 1 Upwork Expert | CRM/ERP Integrations Automation & AI Solutions
99%
Job Success
West Palm Beach, United States - 1:03 pm local time
🚀 Tired of wrestling with manual tasks, scattered data, and tools that refuse to work together? I transform fragmented operations into a seamless, automated ecosystem—helping you reclaim valuable time, boost efficiency, and focus on driving growth.
WHO WE ARE
🤖 We are a team of engineers and business analysts dedicated to streamlining complex operations. From high-growth startups to established enterprises, we specialize in integrations, automations, and AI-driven enhancements. Our approach is platform-agnostic, ensuring you get the best-fit solutions instead of forced compromises.
OUR 4-STEP APPROACH
1. ANALYZE: We dive deep into your workflows to identify inefficiencies, uncover hidden bottlenecks, and find game-changing opportunities.
2. IMPLEMENT: We hand-pick and configure the ideal CRM, ERP, BI, or AI solutions—no generic fixes, only tools that fit your unique business.
3. AUTOMATE: We eliminate tedious, repetitive tasks by automating critical processes, and turning hours of manual labor into just a few clicks.
4. INTEGRATE: We ensure every platform you rely on works seamlessly together, providing a unified ecosystem with real-time visibility and effortless oversight.
WHAT’S IN IT FOR YOU?
• ⏱ Massive time savings: Reduce up to 90% of manual tasks.
• ✅ Fewer errors: Trust your data and decisions with greater confidence.
• ⚡ Boosted efficiency: Focus your team’s energy on high-impact initiatives.
• 💰 Real cost reduction: Cut operational expenses by tens of thousands each month.
WHY CHOOSE US?
• 🌐 Proven versatility: We adapt to your ecosystem or recommend the perfect stack.
• ⭐ Elite expertise: As a Top 1% Upwork Expert with 5-star feedback, we deliver exceptional results.
• 🔧 Scalable strategies: Our solutions grow with your business, future-proofing your operations.
TECHNICAL SKILLS & CAPABILITIES
• Custom scripting and automation with JavaScript, Python, Bash, C/C++, and HTML/CSS for tailored workflows and integrations.
• Expertise in API integration, connecting CRM, ERP, and SaaS platforms via APIs, webhooks, and REST protocols.
• AI-driven insights using OpenAI, ChatGPT, Claude, and other tools for data analysis, content generation, and process optimization.
• Low-code/no-code solutions (Make.com, Zapier) to quickly deploy automated workflows without extensive coding.
• CRM and ERP customization in Monday.com, Zoho, HubSpot, and other systems to match your specific business processes.
• Infrastructure and scalability with AWS and related cloud services for reliable, secure, and scalable operations.
SOFTWARE EXPERIENCE (PARTIAL LIST)
🏢 CRMs, ERPs & BUSINESS MANAGEMENT:
Monday.com, Zoho (Zoho One, Zoho CRM, Zoho Deluge), HubSpot, Pipedrive, Salesforce, Microsoft Dynamics 365, Netsuite, Sugar CRM, CabinetVision, Service Titan, GoHighLevel, Close.io
🤝 PROJECT MANAGEMENT & COLLABORATION:
Jira, Asana, ClickUp, Trello, Airtable, Smartsheet, Sharepoint, Confluence, Podio, Bitrix24, Planfix, Bubble.io, Notion, QuickBase, Atlassian
🤖 AUTOMATION & INTEGRATION:
Zapier, Make.com (Integromat), Power Automate, IFTTT, Stack.ai, BotPress, DialogFlow, RPA (Robotic Process Automation), JSON, XML
💡 AI & ANALYTICS:
ChatGPT, OpenAI, Claude, Bland AI, Retell AI, HeyGen, Vapi, AI Voice, Manychat, Copilot, Microsoft Power BI, Tableau, Google Analytics
💳 FINANCE & E-COMMERCE:
Shopify, QuickBooks Online, Stripe, WooCommerce, Xero, PayPal, Jobber
📣 MARKETING & COMMUNICATION:
Klaviyo, Clickfunnels, Google Ads, ActiveCampaign, Pardot, Mailchimp, Keap, Jotform, Zoominfo, Slack, Intercom, Zendesk, Twilio, WhatsApp, Marketo, Kajabi, WordPress
🔧 PRODUCTIVITY & INFRASTRUCTURE:
Excel, Google Workspace (Google Suite, Google Sheets, Google Script), Outlook, Workspace, ServiceNow, AWS (Amazon Web Services)
Don’t see a specific tool? No worries—we’re platform-agnostic and ready to adapt to any software that supports your goals.
READY TO TRANSFORM YOUR OPERATIONS?
Contact us now and let’s create an integrated, automated, and AI-enabled ecosystem that empowers your team, amplifies productivity, and accelerates your path to growth.
Steps for completing your project
After purchasing the project, send requirements so Mikhail can start the project.
Delivery time starts when Mikhail receives requirements from you.
Mikhail works on your project following the steps below.
Revisions may occur after the delivery date.
We review your business and niche, select the best system.