a
akimkf

Akim

@akimkf

Dubsado CRM Setup and Workflow Automation

França
Francês, Inglês, Espanhol, Italiano
Algumas informações são exibidas no idioma inglês.
Sobre mim
I help service based businesses simplify client management with Dubsado CRM. My services focus on Dubsado setup, workflow automation, client onboarding, lead capture forms, scheduling, proposals, contracts, invoices, and automated email follow-ups. I also help troubleshoot Dubsado workflows, fix automation errors, and improve existing CRM processes. Whether you're starting from scratch or need help with your current setup, I provide organized workflows, and solutions tailored to your business. Message me to discuss your Dubsado project!... Saiba mais

Habilidades

a
akimkf
Akim
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Gerenciamento de CRM
I will setup dubsado crm dubsado forms dubsado client portal workflow
A partir deUS$ 65 /projetoMais detalhes
Gerenciamento de CRM
I will setup dubsadoworkflow automation and client onboarding
A partir deUS$ 25 /projetoMais detalhes

Experiência profissional

Self_employed / Freelance

CRM Workflow Automation Expert

Self employed / Freelance • Freelance

May 2023 - Present • 3 yrs 5 mos

Worked on Dubsado CRM configuration, workflow automation, client onboarding, lead capture forms, and email follow-up processes. Configured and tested workflow steps involving client inquiries, scheduling, questionnaires, proposals, contracts, and invoicing. Focused on identifying automation errors, improving workflow organization, and simplifying repetitive client management tasks.