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Systemapic

@saadrizwan97

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4.8
62

7.3

7.3

96%

CRM Automation & AI Workflow Systems Agency

$25 USD / Hour

・

Flag of

Pakistan (1:28 PM)

・

Joined on October 18, 2021

・

3 Recommendations

$25 USD / Hour

・

I’m Saad Rizwan, founder of Systemapic. We help businesses build practical CRM, automation, AI, API, dashboard, and operations systems. CRM Setup, Automation & Optimization We set up, customize, clean up, and automate CRM systems so leads, deals, contacts, tasks, follow-ups, pipelines, and customer records are properly managed. Tools include HubSpot, Pipedrive, Zoho CRM, Salesforce, GoHighLevel, Zendesk, Bitrix, SugarCRM, ActiveCampaign, Marketo, Pardot, and other CRM platforms. Workflow Automation We automate repetitive work between your business tools so your team does not have to manually move data, send reminders, create tasks, update records, or chase every next step. Tools include Zapier, [login to view URL], n8n, Power Automate, Google Apps Script, Airtable, AppSheet, Slack, Google Sheets, ClickUp, [login to view URL], Asana, and other business platforms. AI Automation & AI Agents We build AI-powered workflows for lead qualification, customer support, internal operations, document handling, call workflows, chatbot systems, and task automation. Tools include OpenAI, ChatGPT, Claude, LLMs, RAG systems, Retell AI, Vapi, AI voice agents, AI chatbots, and customer service automation tools. API Integrations We connect tools that do not work together out of the box using APIs, webhooks, and custom integration logic. This includes CRM APIs, payment APIs, Google APIs, REST APIs, webhooks, Twilio, Stripe, databases, and custom middleware. Dashboards & Reporting We build dashboards and reporting systems that help owners and teams track sales activity, operations, KPIs, team progress, and business visibility. Tools include Power BI, Looker Studio, Tableau, Google Sheets, BigQuery, Google Analytics, SQL databases, and business intelligence tools. Project Management & Operations Systems We help businesses organize internal workflows, task management, delivery processes, approvals, reminders, and team visibility. Tools include ClickUp, [login to view URL], Asana, Jira, Confluence, Notion, Wrike, Basecamp, Slack, Microsoft 365, and related tools. Before building, we understand your current process. Then we map the workflow, identify bottlenecks, recommend the right system, and build a setup your team can use. I personally lead strategy, client communication, and quality review. Our team handles implementation with a practical, business-first approach. If you need help with CRM setup, workflow automation, AI automation, API integration, dashboards, project management systems, or business process improvement, we can help you build it properly.

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.

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Bernardo M.

@bmsodacapital

・

April 2024

Verifications

On time

87%

On budget

88%

Accept rate

73%

Repeat hire rate

13%

Freelancer CRM Developers Pakistan
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Portfolio

Portfolio

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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 · 62 Reviews
62 Reviews
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Nick C.

5.0

$830 USD

3 months ago

Go High Level Process Workflows & Automations

Good job and thank you for working with us.

Project Management
CRM
Digital Marketing
Full Stack Development
Process Automation

+5 more

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Noura A.

5.0

$2,850 USD

3 months ago

B2C HubSpot CRM Marketing Setup

Great team! Thanks Huzaifa & Saad for your support!

CRM
Analytics
Digital Marketing
Marketing Strategy
Data Architecture

+3 more

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C

Former Client (inactive)

5.0

$250 USD

5 months ago

Automobile follow up

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

CRM
Agile Development
Workflow Consulting
Agile Project Management

+1 more

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Stephen G.

5.0

$280 USD

6 months ago

GoHighLevel Affiliate & Email Workflow

Great job, very responsive, really appreciate it.

CRM
Email Marketing
Digital Marketing
Lead Generation
Automation

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Quincy F.

5.0

$1,200 USD

8 months ago

Google Workspace Automation Setup

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

Project Management
Analytics
Scripting
Data Analysis
Data Integration

+3 more

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Experience

Chief Operations Officer

Aug, 2021 - Present

•

4 years, 10 months

Premier Digital

Aug, 2021 - Present

•

4 years, 10 months

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

Aug, 2021 - Present

•

4 years, 10 months

HR Manager

Feb, 2021 - Present

•

5 years, 4 months

Exclusive Web Marketing LLC - New Jersey, USA

Feb, 2021 - Present

•

5 years, 4 months

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

Feb, 2021 - Present

•

5 years, 4 months

HR Consultant

Oct, 2017 - Feb, 2021

•

3 years, 4 months

Advance Business Consulting Pvt Ltd.

Oct, 2017 - Feb, 2021

•

3 years, 4 months

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

Oct, 2017 - Feb, 2021

•

3 years, 4 months

Education

Iqra University

2017 - 2020

•

3 years

Masters in Human Resource Management

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Pakistan

2017 - 2020

•

3 years

Karachi University

2015 - 2017

•

2 years

Bachelors in Commerce

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Pakistan

2015 - 2017

•

2 years

Qualifications

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

Certifications

P

Preferred Freelancer Program SLA

Freelancer logo US (International) / English
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