Workflow automation setup for a growing services business
Posted 3h agoContact verified 4.8 client ratingNorth America
Fixed $2,500 · Est. 4 weeks · IT & Software
PROJECT BRIEF
A 25-person services business wants its manual back office automated end to end: lead intake, proposals, invoicing chase-ups and client onboarding, connected across their CRM, email and accounting tools with clear handoffs and alerts.
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SKILLS MENTIONED
Workflow automationZapierMaken8nCRM integrationAPI integration