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I will reelo arkflux zaapi maven honeybook softsync planfix celoxis shiftcare crm
Every lead owned Every deal moving Built in your CRM
I build CRM pipelines and automations in Keap, Bitrix24, Freshsales, HubSpot, Capsule, Teamgate, and PipeRun for small sales teams, agencies, consultants, and service businesses. I start with how you ...
Sobre este Serviço
Customer details sit in one app, job tasks in another, and schedules in a third, so work gets double-booked and nobody sees the full picture.
I organize and connect your CRM and operations tools around Reelo, Arkflux, Zaapi, Maven, HoneyBook, SoftSync, Planfix, Celoxis, and ShiftCare.
You get one clear client record where every job has an owner, a due date, and a next step.
Here's what my service includes:
- Client records
- Pipeline stages
- Proposal triggers
- Task templates
- Project timelines
- Shift scheduling
- Resource planning
- Invoice reminders
- Loyalty rewards
- Custom fields
- Contact import
- Duplicate cleanup
- Dashboards
- Webhook setup
- Testing
Platforms I work with:
Reelo · Arkflux · Zaapi · Maven · HoneyBook · SoftSync · Planfix · Celoxis · ShiftCare · Zapier · Make · n8n · HubSpot · Zoho CRM · Pipedrive · Asana · Trello · Slack · Gmail · Google Sheets · QuickBooks · Xero · Stripe · Calendly
SELECT A PACKAGE OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Honeybook
Perguntas frequentes
A signed client never turns into organized work, so tasks and schedules start late.
I connect and test your CRM to your project and scheduling tools so a signed client becomes a project with tasks, owners, and due dates. Your team stops retyping client details between HoneyBook, Planfix, or Celoxis and always sees what needs doing next, and by whom.
Teams sell in one tool and deliver in another, so nobody sees the full client picture.
This fits freelancers, small agencies, care providers, and service businesses that sell with proposals and deliver the work through projects or shifts. If you also run loyalty, booking, or ordering tools like Reelo or Zaapi, I link them all to the same client record.
Buyers are unsure Premium is worth the extra cost over Standard.
Premium has the full build: pipelines, proposal triggers, task templates, scheduling, invoice reminders, dashboards, and links between your tools. All of it is tested with sample clients, documented in a Loom video, and backed by 7 days of support for any needed fix.
Buyers don't know what "configured" actually means in this gig.
I configure pipeline stages, custom fields, proposal triggers, task templates, project timelines, shift or resource scheduling, and invoice reminders. I also import and clean your contacts, then test every automation with sample data so nothing breaks after handover.
The buyer's stack includes tools not listed in the gig title.
Yes, absolutely. I can also connect HubSpot, Zoho CRM, Pipedrive, Asana, Trello, Slack, QuickBooks, and Xero through native links, Zapier, Make, or n8n where the tools support it. Message me your tools and workflow, and I'll confirm what is possible before you order.
