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Fiverr Pro
Español
$
USD
I will fix 17hats,jira and dubsado workflows to stop losing client leads
Orion
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Stop Losing Leads Because of Broken CRM Workflows
Are leads slipping through the cracks because your CRM isnt set up properly?
If your workflows are not triggering emails, moving clients through your pipeline, or capturing inquiries correctly your business is losing money every single day.
I specialize in fixing and optimizing CRM workflows inside:
- 17hats
- Dubsado
- Jira
I will turn your CRM into a smooth, automated client-converting system.
What I Can Fix & Optimize
- Broken or incomplete workflows
- Lead capture automation issues
- Email trigger errors
- Client onboarding pipelines
- Sales pipeline automation
- Task & follow-up automation
- Form-to-workflow mapping
- CRM workflow cleanup
- Duplicate or messy automations
️ What Youll Get
- Fully functional workflows
- Clean and optimized automation
- Proper lead tracking system
- Automated follow-ups
- Organized client pipeline
- Tested and verified triggers
- Your CRM will work smoothly without manual stress.
Why Work With Me?
- Detail-oriented workflow expert
- Clear communication
- Fast turnaround
- Focused on lead capture & revenue growth
- Long-term automation mindset
I dont just patch workflows I build systems that support growth.
Conoce a Orion
Orion
I Build Smart Client Workflows Automated Business Systems
- DeReino Unido
- Miembro desdefeb 2026
- Responde aprox. en:2 días
Idiomas
Español, Inglés, Francés
I help businesses streamline operations using Dubsado, Jira, and 17hats. I design automated workflows, CRM systems, client onboarding funnels, proposals, contracts, and invoice automation that save time and reduce manual work. Whether you are a freelancer, agency, or growing team, I will transform your business processes into a smooth, automated system that improves productivity and client experience. Clear systems. Smart automation. Real results.
FAQ
Which platforms do you work with?
I specialize in 17hats, Dubsado, and Jira. If you use another CRM, please message me first.
Can you fix broken workflows and automation errors?
Absolutely! I can repair, optimize, and test all workflows so your leads are captured and nothing falls through the cracks.
Will this help me capture more leads?
Yes! By fixing and optimizing your CRM workflows, your system will automatically capture leads, trigger follow-ups, and streamline client onboarding.
Do I need to give you access to my CRM?
Yes, I need temporary admin or editor access to your CRM to properly fix and test workflows. All information is confidential and secure.
What if my workflows are very complex?
No problem! I will assess your system, provide recommendations, and ensure everything is optimized. Premium package is ideal for full-scale workflow automation.
