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Systemapic

@saadrizwan97

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4,8
61

7,2

7,2

95%

CRM & AI Automation Agency, API/Reporting/Agents

$25 USD/oră

・

Steagul

Pakistan (3:38 p.m.)

・

S-a alăturat pe octombrie 18, 2021

・

3 Recomandări

$25 USD/oră

・

AI Software Consulting & Workflow Automation Agency | API Integration & Automation I’m Saad, CEO of Systemapic, a consultancy that helps businesses grow smarter through AI, automation, CRM, API integrations, and data solutions. At Systemapic, we focus on solving operational challenges by building connected, intelligent systems that save time, reduce costs, and improve decision-making. What We Do • AI & Automation – intelligent workflows, chatbots, document automation, and custom AI agents. • CRM Implementation & Support – setup, customization, and optimization of leading CRMs. • API Integrations – connecting platforms and tools to keep data synced and workflows seamless. • Data & Business Intelligence – KPI dashboards, reporting systems, and analytics to drive decisions. • Custom Development – tailored web, app, and system builds where off-the-shelf tools fall short. Tools & Platforms We Work With • CRM & PM Tools: HubSpot, Salesforce, Pipedrive, Zoho One, [login to view URL], Go High Level (GHL), ClickUp, Jira, Trello, Asana, Notion, Odoo, Zendesk. • Automation Platforms: Make (Integromat), Zapier, n8n, Power Automate, Workato. • AI & Data: OpenAI, LangChain, TensorFlow, Power BI, Tableau, Looker Studio, SQL, Python, R. • Databases & Backend: PostgreSQL, MySQL, MongoDB, Firebase, Supabase. • API & Integrations: REST, GraphQL, Webhooks, custom middleware builds. • Web & App Development: WordPress, Webflow, Framer, Flutter, React, Node.js, PHP. • Accounting & Operations: QuickBooks, Xero, ERPNext, Odoo ERP. My Role as CEO I lead strategy, client engagement, and quality delivery. Every project is built around real business outcomes, not just technical implementation. Our goal is to give businesses the right systems to scale with clarity, efficiency, and confidence.

Clickup as a BPM -- 2

I recently collaborated with an exceptionally talented freelancer who surpassed all my expectations. His professionalism was flawless, delivering outstanding results and insights that showcased his profound expertise. The quality of his work highlights his dedication and excellence. I am deeply impressed by his skills and strongly recommend him to anyone seeking a top-quality and reliable professional.

Steagul

Bernardo M.

@bmsodacapital

・

aprilie 2024

Verificări

La timp

86 %

Conform bugetului

88 %

Rata de acceptare

72 %

Rata de angajare repetată

14 %

Freelancer CRM Developers Pakistan
Vezi toate opțiunile pentru CRM Developers din Pakistan

Portfoliu

Portfoliu

Toate
CRM Automation (0)
Workflow Automation (0)
AI Voice Auto (0)
Project Management (0)
13759446
We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

13759439
We designed and implemented an end-to-end AI video automation system for social media management. The system automatically generates video ideas, creates AI videos, processes structured outputs, uploads assets, and publishes content using a fully automated workflow. The solution integrates AI models, APIs, and automation logic to eliminate manual content creation, ensure consistency, and scale video publishing with minimal human input. This significantly reduced content turnaround time and enabled continuous, hands-free social media posting.

AI Video Creation & Posting Automati

We designed and implemented an end-to-end AI video automation system for social media management. The system automatically generates video ideas, creates AI videos, processes structured outputs, uploads assets, and publishes content using a fully automated workflow. The solution integrates AI models, APIs, and automation logic to eliminate manual content creation, ensure consistency, and scale video publishing with minimal human input. This significantly reduced content turnaround time and enabled continuous, hands-free social media posting.

AI Video Creation & Posting Automati

We designed and implemented an end-to-end AI video automation system for social media management. The system automatically generates video ideas, creates AI videos, processes structured outputs, uploads assets, and publishes content using a fully automated workflow. The solution integrates AI models, APIs, and automation logic to eliminate manual content creation, ensure consistency, and scale video publishing with minimal human input. This significantly reduced content turnaround time and enabled continuous, hands-free social media posting.

AI Video Creation & Posting Automati

13759403
We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

13731941
Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

13731891
Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

13731849
Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

13759446
We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

We designed and deployed a multi-conditional AI voice call automation system for chiropractic and acupuncture clinics. The solution included inbound and outbound AI call agents capable of handling patient inquiries, qualifying leads, checking calendar availability, booking appointments, and routing calls based on conversation logic. The system integrates AI voice agents with GoHighLevel CRM to create contacts, schedule calendar events, and track call outcomes in real time. A live analytics dashboard was implemented to monitor call volume, call duration, and performance metrics, reducing front-desk workload and enabling 24/7 automated patient engagement.

AI Voice Call Automation System

13759439
We designed and implemented an end-to-end AI video automation system for social media management. The system automatically generates video ideas, creates AI videos, processes structured outputs, uploads assets, and publishes content using a fully automated workflow. The solution integrates AI models, APIs, and automation logic to eliminate manual content creation, ensure consistency, and scale video publishing with minimal human input. This significantly reduced content turnaround time and enabled continuous, hands-free social media posting.

AI Video Creation & Posting Automati

We designed and implemented an end-to-end AI video automation system for social media management. The system automatically generates video ideas, creates AI videos, processes structured outputs, uploads assets, and publishes content using a fully automated workflow. The solution integrates AI models, APIs, and automation logic to eliminate manual content creation, ensure consistency, and scale video publishing with minimal human input. This significantly reduced content turnaround time and enabled continuous, hands-free social media posting.

AI Video Creation & Posting Automati

We designed and implemented an end-to-end AI video automation system for social media management. The system automatically generates video ideas, creates AI videos, processes structured outputs, uploads assets, and publishes content using a fully automated workflow. The solution integrates AI models, APIs, and automation logic to eliminate manual content creation, ensure consistency, and scale video publishing with minimal human input. This significantly reduced content turnaround time and enabled continuous, hands-free social media posting.

AI Video Creation & Posting Automati

13759403
We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

We designed and implemented a complete post-sales automation system for a website and digital marketing agency using Zapier. The system automated client onboarding, parsed detailed onboarding form responses, created tasks and folders in ClickUp and Google Drive, triggered milestone and amendment completion emails, and handled internal workflow updates via webhooks. This reduced manual coordination, improved client communication, eliminated missed updates, and ensured a consistent post-sales experience across all projects.

Post-Sales Workflow Automation

13731941
Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

Implemented a complete GoHighLevel (GHL) system for a Medical Spa, covering lead generation, appointment booking, pipelines, and long-term follow-up automation. The system included high-converting landing pages, service booking calendars, multiple opportunity pipelines, and advanced email + SMS workflows for new leads, lost opportunities, and re-engagement campaigns. Each service had its own funnel, calendar, and pipeline to ensure accurate tracking and automation. The setup helped centralize marketing, sales, and operations inside GHL while reducing manual follow-ups and improving appointment conversions.

GHL CRM Automation for Medical Spa

13731891
Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

Built a private integration system between 3CX phone system and Lead Docket using a custom Node.js server. The system listens to real-time 3CX call events via webhooks and automatically creates or updates opportunities in Lead Docket for incoming, missed, and completed calls. Call recordings are attached directly to the corresponding opportunities, ensuring full call traceability inside the CRM. Custom webhook logic was implemented to handle different call states, caller identification, recording URLs, and error handling. The integration runs on a secure Node.js backend and communicates with Lead Docket APIs to create records, upload files, and maintain data consistency. This setup eliminated manual call logging and ensured every phone interaction is captured automatically in the CRM.

Lead Docket & 3CX Integration System

13731849
Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

Designed and implemented a full end-to-end workflow automation system in ClickUp for a real estate finance company. The system covers the entire client lifecycle, from lead intake and qualification to approval, formalization, billing, and post-approval tracking. Custom spaces, folders, lists, and dashboards were structured to mirror the company’s internal financing process. Automations were built to create tasks and subtasks automatically, assign teams, update statuses, trigger alerts, manage billing workflows, and enforce process rules across multiple departments. A master dashboard provides visibility into task load, overdue items, approvals, alerts, and operational performance. Detailed workflow maps and process documentation were created to ensure scalability, clarity, and consistent execution across teams.

ClickUp Workflow Automation System

4.8 · 61 recenzii
Recenzii
C

Automobile follow up • $250 USD

I was very impressed with Systemapic. He was great to work with.

Cathy B.

@cathyb09

•

Steagul

Minneapolis, United States

•

27 zile în urmă

Trimite

Avatarul utilizatorului

GoHighLevel Affiliate & Email Workflow • $280 USD

Great job, very responsive, really appreciate it.

Stephen G.

@sgseoconsulting

•

Steagul

Niagara Falls, United States

•

2 luni în urmă

Trimite

Q

Google Workspace Automation Setup • $1.200 USD

Really good freelancer and understood a complex process. Will definitely work with them again

Quincy F.

@qfaison

•

Steagul

Weston, United States

•

3 luni în urmă

Trimite

Avatarul utilizatorului

Zoho Configuration (Phase 3) • $1.000 USD

Very helpful and patient

Lloyd W.

@lloydw0

•

Steagul

Sandton, South Africa

•

4 luni în urmă

Trimite

Avatarul utilizatorului

Instagram Booking Assistant with Paypal and Google • $40 USD

Really great to work with and have built a future working relationship .

Levi M.

@alaminmuhammed84

•

Steagul

Newbridge, Ireland

•

4 luni în urmă

Trimite

Experiență

Chief Operations Officer

aug., 2021 – Prezent

•

4 ani, 6 luni

Premier Digital

aug., 2021 - Prezent

•

4 ani, 6 luni

Led operations that involve talent acquisition, organizational development, and business development.

aug., 2021 – Prezent

•

4 ani, 6 luni

HR Manager

feb., 2021 – Prezent

•

5 ani

Exclusive Web Marketing LLC - New Jersey, USA

feb., 2021 - Prezent

•

5 ani

Manages, - Talent Management - Employer Branding - Project Management - Operations

feb., 2021 – Prezent

•

5 ani

HR Consultant

oct., 2017 - feb., 2021

•

3 ani, 4 luni

Advance Business Consulting Pvt Ltd.

oct., 2017 - feb., 2021

•

3 ani, 4 luni

Manages, - Talent Management - Policy Documentation and Implementation - SOP and Organizational Development

oct., 2017 - feb., 2021

•

3 ani, 4 luni

Educație

Iqra University

2017 - 2020

•

3 ani

Masters in Human Resource Management

Steagul

Pakistan

2017 - 2020

•

3 ani

Karachi University

2015 - 2017

•

2 ani

Bachelors in Commerce

Steagul

Pakistan

2015 - 2017

•

2 ani

Calificări

Certified HR Strategic Professional

2018

Alison (Ireland)

Certified on complete HR practices.

2018

Digital Marketing Analyst

2021

Udemy Certifications

Skilled Digital Marketing and Social Media Analyst.

2021

Chartered Accountant (CA)

2016

Institute of Chartered Accountant of Pakistan (ICAP)

Qualified Level I and Level II

2016

Certificări

P

Preferred Freelancer Program SLA

Logo-ul Freelancer Romania / Română
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