Your CRM Manager
Partner for Setup, Automation & Growth
Helping companies set up their CRM, design automations, create conversion-focused email templates, and optimize outreach workflows for scalable growth.
What can I do for you
CRM Setup & Implementation
I will configure your CRM (Pipedrive, HubSpot, Salesforce, Dynamics 365) to perfectly fit your business goals, with tailored pipelines, custom fields, and user training.
Workflow Automation & Integrations
I will create automated workflows and custom APIs, integrating Zapier, Make, and N8N to seamlessly sync your CRM with email marketing, LinkedIn, and more.
Email Marketing Strategy
I will design responsive email templates and automation sequences that convert leads into customers and nurture long-term relationships.
CRM Data Cleaning & Optimization
I will audit and clean your CRM data, standardize records, remove duplicates, and enhance segmentation for better decision-making.
Lead Generation & Outreach
I will set up automated outreach sequences with Apollo.io, Dripify.io, Instantly.io and LinkedIn workflows to help you consistently generate qualified leads.
CRM Training & Team Onboarding
I will provide step-by-step training and onboarding sessions for your team, ensuring they fully understand how to use your CRM system.
Companies around the world optimize their growth with CRM and Intelligent Automation.
— You do it too!
Current and Previous Clients
Integrated CRM, Automated Emails, Efficient Customer Acquisition Campaigns and more.
What Clients are Saying!
"Highly recommend Francisco - was super fast and diligent with the work. He helped build our CRM system along with automations - if you need help with that, he's your guy!".
Peter R - Academy Inc.
"His strong research and analytical skills allowed him to identify and engage potential clients effectively, and his proficiency with CRM tools ensured seamless tracking and follow-up".
Gina V. - Simplify
"His meticulous nature ensured accurate lead research, presentation preparation, and flawless execution of support tasks".
Yanis R. - Refactor Energy
"His ability to develop and execute wholesale sales strategies, along with his mastery of CRM systems and strong interpersonal skills, made him a valuable asset to the team".
Antonio D. - Allegro
Smart Automation Solutions!
Essential Automation
Ideal for startups and small businesses that need a solid foundation in CRM and automation.
✅ CRM implementation with standard setup
✅ Integration with essential tools
✅ Customization
✅ Initial training (1 session)
❌ Advanced customization
❌ Post-delivery support
Growth Optimization
For growing businesses looking to optimize processes and increase efficiency.
✅ Advanced CRM setup with sales and Marketing automation
✅ Integration with multiple tools
✅ Custom dashboards for data analysis
✅ Limited customization of workflows and processes
✅ Training (2 sessions)
✅ Email Support (30 days)
Enterprice Automation Pro
For companies seeking advanced automation and tailored solutions.
✅ Custom CRM implementation with advanced optimization
✅ Automation of complex processes and workflows with AI
✅ Integration with ERP, marketing automation tools, and advanced systems
✅ Custom dashboards and reports for data-driven decisions
✅ Advanced training (3 sessions)
✅ CRM Management and maintenance
Choose the solution that fits your business best and let’s start building your automated success!
— Let's do it together!
Experience with CRM
Pipedrive CRM
Perfect for sales-driven teams, Pipedrive streamlines pipeline management with intuitive workflows, real-time insights, and customizable automations — all aligned with your business goals for faster conversions.
Hubspot CRM
A powerful all-in-one platform for sales, marketing, and service. HubSpot CRM helps nurture leads with tailored workflows, smart automations, and advanced analytics that I optimize for maximum growth.
Dynamics 365 CRM
Microsoft Dynamics 365 offers flexible CRM and ERP solutions. I configure tailored automations, workflow integrations, and dashboards that connect your sales, marketing, and customer service for scalable enterprise growth
Salesforce CRM
A robust CRM solution for scaling businesses. With deep AI-powered insights and advanced workflow automation, I help you leverage Salesforce to boost efficiency, marketing impact, and team performance.
Smart Email & Outreach Solutions to Engage, Convert and Grow!
Automate Success
Smart Workflow for Your Business
Trusted expertise with these automation tools to transform your operations and accelerate business growth!
— Let’s build something powerful together!
FAQs
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I specialize in CRM implementation, automation workflows, integrations with tools like Zapier, Make, n8n, Apollo, LinkedIn, and custom dashboards for data-driven decision-making.
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I provide solutions for HubSpot, Pipedrive, Salesforce, Dyinamics 365, Odoo, and other leading CRM and ERP platforms, tailored to your business needs.
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Yes! I can design automation workflows to optimize lead generation, follow-ups, email marketing, and sales pipeline management.
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Yes, I offer different support options depending on your project scope, from basic setup assistance to extended support plans.
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Project timelines vary, but a standard CRM setup typically takes 1-3 weeks, depending on complexity and custom requirements.
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Absolutely! I can integrate your CRM with email marketing tools, analytics platforms, invoicing software, and more.
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Simply reach out via my contact page, and we’ll schedule a consultation to discuss your needs and the best approach for your business.
Contact
Interested in working together? Fill out some info and we will be in touch shortly. I can’t wait to hear from you!