CRM Implementation Consultant Needed
I run a grant writing agency that helps nonprofits and impact‑focused organizations with grant research, strategy, and writing. I already use tools like Asana, Google Drive, TidyCal, Fathom (for call notes), QuickBooks, Perplexity, ChatGPT and I want to automate as much of my client workflow as possible. Specifically, I want every new client meeting to automatically create the right Asana task and Google Drive folder, send Fathom transcripts and intake forms into that folder, and keep everything tied together by the client’s email so it’s easy for my team and AI tools to work from a single source of truth.
I’m looking for a freelancer who can audit my current process, recommend and set up a suitable CRM (likely HubSpot, Pipedrive, or similar), and build no‑code/low‑code automations between my tools. A big focus is automating proposals: structuring my services and pricing so that when a deal reaches “Proposal” stage, AI and templates can generate a draft proposal using call transcripts, forms, and CRM data, which I then review and send. You should be comfortable designing these systems, implementing the integrations, and documenting everything so my small team can use and maintain it going forward.
Apply Now
Apply Now
I’m looking for a freelancer who can audit my current process, recommend and set up a suitable CRM (likely HubSpot, Pipedrive, or similar), and build no‑code/low‑code automations between my tools. A big focus is automating proposals: structuring my services and pricing so that when a deal reaches “Proposal” stage, AI and templates can generate a draft proposal using call transcripts, forms, and CRM data, which I then review and send. You should be comfortable designing these systems, implementing the integrations, and documenting everything so my small team can use and maintain it going forward.
Apply Now
Apply Now