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CRM setup and automation in Pipedrive, GoHighLevel, Close and Follow Up Boss

A CRM your team actually uses: pipelines built around how you sell, leads arriving and routed automatically, and every automation shipped with error alerts.

What I build

Pipeline and setup

Pipedrive, GoHighLevel, Close or Follow Up Boss set up around your sales process, including lead import and an SDR-ready pipeline.

Leads flow in by themselves

Meta Lead Ads, Google Ads, website forms and WhatsApp feed the CRM, and follow-up starts without anyone clicking.

Calls without typing

Calls are recorded, transcribed and logged in the CRM with AI summaries, so nobody writes notes by hand.

Email, SMS and WhatsApp

ActiveCampaign, Mailchimp, Twilio and Wati connected to the CRM, with Calendly booking flows.

A handoff you can own

Documented handoff and error alerts, so you are never locked in and failures do not stay silent.

Tools

  • Pipedrive
  • GoHighLevel
  • Close
  • Follow Up Boss

Related work

Pipedrive CRM built from scratch

  • Pipedrive
  • Fireflies
  • RingCentral
  • Facebook Lead Ads
  • ActiveCampaign

What I built

Pipedrive CRM built from scratch with an SDR-ready pipeline and lead import, integrated with Fireflies, RingCentral and Facebook Lead Ads, plus ActiveCampaign.

ActiveCampaign CRM replacing a Google Sheet

  • ActiveCampaign
  • Zapier
  • Calendly

What I built

ActiveCampaign + Zapier + Calendly CRM replacing the Google Sheets CRM.

Close CRM with WhatsApp

  • Close
  • WhatsApp

What I built

Close CRM + WhatsApp automation.

Work →

What clients say

★★★★★

“He successfully set up our Pipedrive CRM, integrated Fireflies, RingCentral, and Facebook Lead Ads, and ensured everything worked together seamlessly. His technical expertise saved us a tremendous amount of time, and the quality of the work exceeded my expectations.”

Brian L. Repeat client Hourly · Jul 2026Verified Upwork review
★★★★★

“... What impressed me most is that he thinks like an engineer, not a task doer. He anticipates risk, solves problems before they happen, and builds systems that actually scale.”

Simon R. Follow Up Boss + Mailchimp Deliverability Specialist (Real Estate CRM Expert) · Mar 2026Verified Upwork review

Tell me where your leads get stuck.

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