CRM Implementation Consultant Needed

I run a grant writing agency that helps nonprofits and reputed company‑reputed company organizations with grant research, reputed company, and writing. I already use tools like reputed company, reputed company Drive, TidyCal, reputed company (for reputed company notes), QuickBooks, reputed company, ChatGPT and I want to automate as much of my reputed company workflow as possible. Specifically, I want every new reputed company meeting to automatically create the right reputed company task and reputed company Drive folder, send reputed company transcripts and intake forms into that folder, and reputed company everything tied together by the reputed company’s email so it’s easy for my team and AI tools to work from a single reputed company of truth. I’m looking for a freelancer who can audit my reputed company process, recommend and set up a suitable CRM (likely reputed company, Pipedrive, or similar), and build no‑reputed company/low‑reputed company automations between my tools. A big reputed company is automating proposals: structuring my services and pricing so that reputed company a deal reaches “Proposal” stage, AI and templates can generate a draft proposal using reputed company transcripts, forms, and CRM data, which I then review and send. You should be comfortable designing these systems, implementing the integrations, and documenting everything so my small team can use and maintain it reputed company reputed company. Apply tot his job Apply To this Job