You will get CRM based on Airtable for Health Care business
Top Rated
Project details
This project sets itself apart with its comprehensive Airtable CRM approach.
It offers advanced automation, role-based views, integrated analytics, and a user-friendly interface.
Automation ensures leads smoothly progress through the pipeline.
Role-specific views enhance efficiency, while integrated analytics enables real-time performance analysis.
We prioritize convenience, from lead entry to appointment management, with the flexibility to tailor the system to your unique business needs.
This solution streamlines CRM processes, improving overall efficiency and effectiveness.
It offers advanced automation, role-based views, integrated analytics, and a user-friendly interface.
Automation ensures leads smoothly progress through the pipeline.
Role-specific views enhance efficiency, while integrated analytics enables real-time performance analysis.
We prioritize convenience, from lead entry to appointment management, with the flexibility to tailor the system to your unique business needs.
This solution streamlines CRM processes, improving overall efficiency and effectiveness.
Project Type
Affiliate Marketing, Analytics, Email Automation, Marketing Automation, Marketing Strategy, Digital Marketing, Public Relations, Search Engine Optimization, Search Engine Marketing, Social Media Marketing$700
- Delivery Time 7 days
- Number of Revisions 3
Optional add-ons
You can add these on the next page.
Additional Revision
+$100
11 reviews
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OB
Oleh B.
Sep 13, 2024
Using Make Integromat make automation Zoho Books
Great job. Tetiana did automation Zoho and Payoneer
VV
Vaqif V.
Jul 2, 2024
30 minute consultation
I really like her service. She provided me accurate documentation. I will keep working with her
GN
Geoff N.
Jun 21, 2024
Convert Make Scenario to work with a different company
I love working with Tania because she is so talented, diligent and a great communicator. I highly recommend and hope to work with her again in the future.
GJ
Gary J.
May 17, 2024
As shown in objective in description
Great job done. Thank you.
LP
Logan P.
Mar 4, 2024
Hubspot CRM - ASANA - Quickbooks - Touch sms - Dialpad ..Royal mail aus post
Tania is very professional and documented the work she did … which was immensely useful
About Tetiana
Business Automation Expert| Make | Zapier | CRM | Marketing Automation
100%
Job Success
Lviv, Ukraine - 8:04 pm local time
👋 Hey there! I'm Tania, your go-to expert in the dynamic world of marketing automation and integration. If you're searching for a seasoned pro who can turn your marketing dreams into reality, you've come to the right place.
🤖 𝑴𝒂𝒓𝒌𝒆𝒕𝒊𝒏𝒈 𝑨𝒖𝒕𝒐𝒎𝒂𝒕𝒊𝒐𝒏 𝑬𝒙𝒑𝒆𝒓𝒕:
I specialize in harnessing the full potential of platforms like ActiveCampaign, MailChimp, and Klaviyo to streamline your marketing processes and boost efficiency.
📊 𝑫𝒂𝒕𝒂-𝑫𝒓𝒊𝒗𝒆𝒏 𝑰𝒏𝒕𝒆𝒈𝒓𝒂𝒕𝒊𝒐𝒏:
Data is the lifeblood of modern marketing, and I excel at integrating systems to ensure a seamless flow of information. Whether you need to connect your CRM with your email marketing or synchronize your Airtable databases, I've got you covered.
📢 𝑳𝒂𝒏𝒅𝒊𝒏𝒈 𝑷𝒂𝒈𝒆 & 𝑺𝒂𝒍𝒆𝒔 𝑭𝒖𝒏𝒏𝒆𝒍 𝑺𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒔𝒕:
I specialize in creating high-converting landing pages and sales funnels. My focus is on driving results and optimizing the customer journey. If you need to capture leads, boost sales, or engage your audience effectively, I have the expertise to make it happen.
📝 𝑭𝒐𝒓𝒎𝒔 𝒕𝒉𝒂𝒕 𝑪𝒐𝒏𝒗𝒆𝒓𝒕:
Forms are the gateway to lead generation, and I'm a master at crafting engaging high-converting forms. Whether it's lead capture forms, surveys, or feedback forms, I design and integrate them seamlessly into your marketing ecosystem.
🤝 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞?:
🧠 𝑷𝒓𝒐𝒗𝒆𝒏 𝑬𝒙𝒑𝒆𝒓𝒕𝒊𝒔𝒆: I live and breathe marketing automation and integration, constantly staying updated on the latest trends and technologies.
💼 𝑻𝒂𝒊𝒍𝒐𝒓𝒆𝒅 𝑺𝒐𝒍𝒖𝒕𝒊𝒐𝒏𝒔: I understand that every business is unique, so I customize solutions to fit your specific needs.
⏰ 𝑶𝒏-𝑻𝒊𝒎𝒆 𝑫𝒆𝒍𝒊𝒗𝒆𝒓𝒚: Time is money, and I value yours. Expect prompt and efficient project completion.
🔗 𝑺𝒆𝒂𝒎𝒍𝒆𝒔𝒔 𝑪𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒐𝒏: Collaboration is key. I'm always just a message away for questions, updates, or brainstorming sessions.
🛠️ 𝐌𝐲 𝐓𝐨𝐨𝐥𝐤𝐢𝐭:
🔹 𝑴𝒂𝒓𝒌𝒆𝒕𝒊𝒏𝒈 𝑨𝒖𝒕𝒐𝒎𝒂𝒕𝒊𝒐𝒏: ActiveCampaign, Klaviyo, and Mailchimp, Instantly
🔹 𝑪𝒐𝒏𝒏𝒆𝒄𝒕𝒐𝒓𝒔: Zapier and Make (formerly Integromat).
🔹 𝑪𝑹𝑴 𝒂𝒏𝒅 𝑷𝑴 𝑻𝒐𝒐𝒍𝒔 𝑰𝒏𝒕𝒆𝒈𝒓𝒂𝒕𝒊𝒐𝒏: I'm skilled at integrating your marketing efforts with CRM systems like HubSpot, Pipedrive, Asana, Airtable, and Zoho as well as with tools like ClickUp, and Trello.
🔹 𝑭𝒖𝒏𝒏𝒆𝒍 𝑩𝒖𝒊𝒍𝒅𝒊𝒏𝒈: ClickFunnels, LeadPages, Wix, and more.
🔹 𝑭𝒐𝒓𝒎 𝑩𝒖𝒊𝒍𝒅𝒊𝒏𝒈: Typeform, Jotform, Google Forms, Formsite, Gravity Forms
🔹 𝑶𝒕𝒉𝒆𝒓 𝒕𝒐𝒐𝒍𝒔: Open AI, Quickbooks, Shopify, Stripe, PandaDoc, OpenPath, Skedda, Calendly, ScheduleOnce, Chirply, Google Apps Script, REST API, AirTable, Everwebinar, Slack, Airtable, Acuity Scheduling, Facebook ADS, Facebook API, Manychat, XERO, Humanitix, Paylink
Ready to take your marketing to the next level? Let's chat! Whether you're a small startup or a global enterprise, I'm passionate about helping you succeed through automation and integration.
📩 𝐌𝐞𝐬𝐬𝐚𝐠𝐞 𝐦𝐞 𝐭𝐨𝐝𝐚𝐲 𝐭𝐨 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐲𝐨𝐮𝐫 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐚𝐧𝐝 𝐞𝐱𝐩𝐥𝐨𝐫𝐞 𝐭𝐡𝐞 𝐩𝐨𝐬𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬!
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🔑 Keywords: Marketing Automation, Marketing Automation Specialist, Marketing Automation Consultant, CRM Automation, Marketing Automation Campaigns, Marketing Workflow Automation, Marketing Automation Tools, HubSpot Automation, Email Marketing Automation, Salesforce Automation, Automation Strategy, Marketing Automation Integration, Automated Email Campaigns, Lead Generation Automation, Marketing Automation Analytics, Marketing Automation Reporting, Marketing Automation Platform, B2B Marketing Automation, Automated Sales Funnels, Automation Expert, Automated Lead Generation, Automated Customer Segmentation, Marketing Automation Workflows, Automated Campaign Management, Landing Pages, Marketing Automation Support, Marketing Automation Optimization, Automated Social Media Marketing, Automation Reporting, Automation Setup Funnels, Marketing Automation Migration, Wix, Pipedrive, Zoho, Hubspot, Make/Integromat, Zapier, Airtable, ManyChat, GoHighLevel, Calendly, Marketing Funnel, Open AI
Steps for completing your project
After purchasing the project, send requirements so Tetiana can start the project.
Delivery time starts when Tetiana receives requirements from you.
Tetiana works on your project following the steps below.
Revisions may occur after the delivery date.
1. Creating a Relational Database
In this project, we've structured a relational database with three tables: 'Bookings' for client data, 'Managers' for overseeing client interactions and calculations, and 'Doctors' for medical professionals.
2. Creating a Booking Form for Gathering Leads Information
In this project, we've created a native Airtable form for Gathering Leads Information