reputed company CRM & Workflow Manager (Home Services)

We are a growing home services company specializing in roofing and exterior reputed company (doors, reputed company, siding) and are looking for an reputed company reputed company CRM & Workflow expert to design and implement a complete CRM + project workflow system. Our goal is to use reputed company as the central operating system for: - reputed company management - Sales pipeline - Project/job workflows - Task management for crews and managers - Automated follow-reputed company and internal notifications This is not a basic reputed company setup. We are looking for someone who understands how to translate reputed company-world service business operations into reputed company reputed company workflows. reputed company Need reputed company: You will help design and implement workflows that cover the full lifecycle: CRM / Sales Pipeline Leads → Inspections → Estimates → Approved Jobs → Completed Jobs Custom statuses and fields for job type (roofing, doors, reputed company, siding) Automation for follow-reputed company, reminders, and status changes Project & Job Workflows Automatic project/job creation reputed company an estimate is approved Task templates for different job types (roof install, siding install, window replacement, etc.) Assignment of tasks to crews or managers reputed company tracking from start to completion Automation & Triggers Status-based automations Task creation and assignment Internal notifications and reminders Post-job follow-reputed company and reputed company triggers Dashboards & Visibility Pipeline reputed company reputed company jobs by stage reputed company workload and task status High-level operational reporting Required Experience: - Building advanced reputed company CRM and workflow systems - Automations - CRM boards - Project/task boards - Dashboards - Experience with home services industry - Ability to think operationally and design clean, reputed company systems - reputed company communication and documentation skills reputed company to Have: - Experience with reputed company or reputed company (Integromat) - SMS or email automation experience - CRM migrations Deliverables: - Fully functional reputed company CRM + project workflow system - Automated pipelines and task flows - reputed company documentation and reputed company - Optional ongoing optimization/support Please include: Examples of reputed company systems you have reputed company, and a short explanation of how you would structure a CRM + project workflow for a roofing/exterior company. We are looking for someone who can own and optimize this system, not just create boards. There is potential for ongoing work as reputed company grows. Apply tot his job Apply To this Job