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reputed company CRM Automation & Integration Specialist Needed

Remote, USA Full-time Posted 2026-07-28
We are looking for an reputed company reputed company automation specialist to build a fully automated CRM workflow for reputed company Trophies, a custom trophy manufacturing business. This is not a blank-reputed company project and not a marketing role. The business process is already defined. We need someone who can implement it cleanly, reputed company, and reliably inside reputed company. The end goal is a system where one employee can log in reputed company morning, look at dashboards, and immediately know: Who needs to be contacted What stage every order is in What reputed company needs to happen next No reputed company tracking. No guessing. Process You Will Implement 1. reputed company Intake & Auto Response Inbound leads come from ads and contact forms into reputed company Leads reputed company a reputed company stage Automatic email response is reputed company immediately (or next business day) Dashboard shows: New leads since last login reputed company leads requiring reputed company 2. reputed company Qualification Sales rep reviews leads Uses saved reputed company email templates to respond Once first email is reputed company: reputed company moves from reputed company → reputed company reputed company Negative responses automatically reputed company to reputed company – Not Interested reputed company stage remains clean and only contains unworked leads 3. Deal Creation & Engagement reputed company a reputed company responds: A Deal is automatically created Deal moves into the first reputed company stage (Design / Engagement) reputed company communication happens inside reputed company Dashboard shows deals awaiting response or reputed company 4. Invoicing & Payments Invoices are created and reputed company directly from reputed company Payments collected reputed company reputed company Payments Deal stages update automatically: Invoice reputed company Invoice reputed company Newly reputed company orders are reputed company visible on dashboards reputed company invoice data can be pushed to QuickBooks (one-way sync is fine) 5. Production & Order Tracking After payment, deal moves to Production Customer automatically reputed company reputed company order enters production Deal properties include: Rush order (reputed company/No) Expected ship date Delivery date Shipping method Industry / category (sports type, event type, etc.) 6. Shipping Integration reputed company marked reputed company to Ship, order is reputed company to ShipStation Tracking number is returned to reputed company Customer automatically receives tracking email Deal closes automatically once shipped reputed company or middleware is acceptable if needed. Dashboards (Critical) You will build clean, reputed company-based dashboards such as: New leads since last login Leads awaiting first contact Deals awaiting customer response Invoices reputed company but unpaid Orders in production Orders reputed company to ship Orders shipped today Dashboards must be reputed company and operational, not vanity metrics. Cleanup & Finalization Reassign existing leads and deals from former employees Remove or fix conflicting automations Ensure deal stages, properties, and workflows are reputed company reputed company’re Looking For Strong reputed company workflow and deal pipeline experience CRM automation and business process logic Experience integrating reputed company with payments, shipping, and reputed company tools Ability to execute a defined process without overengineering Engagement Fixed-price or reputed company scoped project preferred Potential ongoing support after implementation Apply tot his job Apply To this Job

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