4.7
/5
200+ businesses scale
Tired of
Tired of repeating tasks & manual onboarding?
repeating tasks
and manual onboarding?
I help businesses set up smart systems using Trello, Asana, Dubsado, and SuiteDash — so you can stop guessing and start growing.
What i do
CRM, Project Management, Automation, All Done for You
Whether you’re just getting started or tired of piecing things together, I’ll help you set up tools that make sense for your business.
SuiteDash Setup
Build your portal, organize your clients, automate your proposals and invoices.
SuiteDash Setup
Build your portal, organize your clients, automate your proposals and invoices.
SuiteDash Setup
Build your portal, organize your clients, automate your proposals and invoices.
Dubsado Setup
From lead capture to onboarding and follow-up, I’ll make sure your client process runs on autopilot.
Dubsado Setup
From lead capture to onboarding and follow-up, I’ll make sure your client process runs on autopilot.
Dubsado Setup
From lead capture to onboarding and follow-up, I’ll make sure your client process runs on autopilot.
Trello & Asana
Organize your tasks, projects, and team with clean boards, templates, and flows.
Trello & Asana
Organize your tasks, projects, and team with clean boards, templates, and flows.
Trello & Asana
Organize your tasks, projects, and team with clean boards, templates, and flows.
Automations & Integrations
No more manual work. Let’s connect your tools so things just… happen.
Automations & Integrations
No more manual work. Let’s connect your tools so things just… happen.
Automations & Integrations
No more manual work. Let’s connect your tools so things just… happen.
Client Dashboards & Portals
Give your clients a clean, easy-to-use space to stay updated.
Client Dashboards & Portals
Give your clients a clean, easy-to-use space to stay updated.
Client Dashboards & Portals
Give your clients a clean, easy-to-use space to stay updated.
Onboarding Workflows
Make a great first impression and never miss a step again.
Onboarding Workflows
Make a great first impression and never miss a step again.
Onboarding Workflows
Make a great first impression and never miss a step again.
CRM Automate Pro has transformed our workflow. It’s intuitive, efficient, and highly customizable
CRM Automate Pro has transformed our workflow. It’s intuitive, efficient, and highly customizable
Sophia Reed
@sophiareed
Why Work With Me
Simple Systems,
Clean Setup, No Tech Headache
I don’t just set things up, I make sure they make sense. You get:
A system that fits your workflow
Clean, branded client experiences
Support during and after setup
Fast turn around and real communication
Packages
Choose what fits you best
Choose what fits
you best
CRM or project tool setup
Client portal (light)
Task board or pipeline
1 form (inquiry or intake)
Platform branding
1 revision
5-day support
Full account setup (Trello, Asana, Dubsado, or SuiteDash)
Semi-advanced workflows
Task & project templates
Branded client dashboard
3 forms + custom fields
Tags, triggers & automations
1 onboarding flow
7-day support
2 revisions
CRM + PM integration
Advanced workflows
Complete onboarding system
Custom forms, client portal
Templates (you provide, I guide)
Step-by-step walkthrough
Automation across tools
Full internal system
14-day support
3 revisions
CRM or project tool setup
Client portal (light)
Task board or pipeline
1 form (inquiry or intake)
Platform branding
1 revision
5-day support
Full account setup (Trello, Asana, Dubsado, or SuiteDash)
Semi-advanced workflows
Task & project templates
Branded client dashboard
3 forms + custom fields
Tags, triggers & automations
1 onboarding flow
7-day support
2 revisions
CRM + PM integration
Advanced workflows
Complete onboarding system
Custom forms, client portal
Templates (you provide, I guide)
Step-by-step walkthrough
Automation across tools
Full internal system
14-day support
3 revisions
CRM or project tool setup
Client portal (light)
Task board or pipeline
1 form (inquiry or intake)
Platform branding
1 revision
5-day support
Full account setup (Trello, Asana, Dubsado, or SuiteDash)
Semi-advanced workflows
Task & project templates
Branded client dashboard
3 forms + custom fields
Tags, triggers & automations
1 onboarding flow
7-day support
2 revisions
CRM + PM integration
Advanced workflows
Complete onboarding system
Custom forms, client portal
Templates (you provide, I guide)
Step-by-step walkthrough
Automation across tools
Full internal system
14-day support
3 revisions
Testimonials
What our happy clients say about our services
Ehtisham Majeed
@Ehtisham Majeed
CRM Automate Pro truly excelled in Suitedash Management and Workflow Automation by delivering work that exceeded expectations, with impeccable attention to detail and strategic business planning. Working with them was a breeze, thanks to their fluent communication, timely delivery, and proactive approach. HIGHLY recommend!
Ehtisham Majeed
@Ehtisham Majeed
CRM Automate Pro truly excelled in Suitedash Management and Workflow Automation by delivering work that exceeded expectations, with impeccable attention to detail and strategic business planning. Working with them was a breeze, thanks to their fluent communication, timely delivery, and proactive approach. HIGHLY recommend!
Ehtisham Majeed
@Ehtisham Majeed
CRM Automate Pro truly excelled in Suitedash Management and Workflow Automation by delivering work that exceeded expectations, with impeccable attention to detail and strategic business planning. Working with them was a breeze, thanks to their fluent communication, timely delivery, and proactive approach. HIGHLY recommend!
Rob
@rob_xt
Working with CRM Automate Pro has been an absolute pleasure. His ATTENTION to detail, professionalism, and strategic planning in software management are truly REMARKABLE! He possesses a deep understanding of the requirements, consistently goes above and beyond, and delivers promptly. If you're on the fence about hiring him, trust us —hit that button!
Rob
@rob_xt
Working with CRM Automate Pro has been an absolute pleasure. His ATTENTION to detail, professionalism, and strategic planning in software management are truly REMARKABLE! He possesses a deep understanding of the requirements, consistently goes above and beyond, and delivers promptly. If you're on the fence about hiring him, trust us —hit that button!
Rob
@rob_xt
Working with CRM Automate Pro has been an absolute pleasure. His ATTENTION to detail, professionalism, and strategic planning in software management are truly REMARKABLE! He possesses a deep understanding of the requirements, consistently goes above and beyond, and delivers promptly. If you're on the fence about hiring him, trust us —hit that button!
Gil
@gil
Working with CRM Automate Pro was a fantastic experience! He showcased exceptional professionalism, especially in data interpretation and presentation, with meticulous attention to details. His quick responsiveness and proactive communication made the collaboration smooth and efficient. CRM Automate Pro proficiency in understanding the project scope and involving me throughout the process was commendable. I would certainly work with him again in the future. Highly RECOMMENDED!
Gil
@gil
Working with CRM Automate Pro was a fantastic experience! He showcased exceptional professionalism, especially in data interpretation and presentation, with meticulous attention to details. His quick responsiveness and proactive communication made the collaboration smooth and efficient. CRM Automate Pro proficiency in understanding the project scope and involving me throughout the process was commendable. I would certainly work with him again in the future. Highly RECOMMENDED!
Gil
@gil
Working with CRM Automate Pro was a fantastic experience! He showcased exceptional professionalism, especially in data interpretation and presentation, with meticulous attention to details. His quick responsiveness and proactive communication made the collaboration smooth and efficient. CRM Automate Pro proficiency in understanding the project scope and involving me throughout the process was commendable. I would certainly work with him again in the future. Highly RECOMMENDED!
Kalkidan
@Kalkidan777
Thank you for your amazing work!!
Kalkidan
@Kalkidan777
Thank you for your amazing work!!
Kalkidan
@Kalkidan777
Thank you for your amazing work!!
Jake Mitchell
@jakem
CRM Automate Pro is our daily tool to bypass averages and reveal true insights, for the whole team!
Jake Mitchell
@jakem
CRM Automate Pro is our daily tool to bypass averages and reveal true insights, for the whole team!
Jake Mitchell
@jakem
CRM Automate Pro is our daily tool to bypass averages and reveal true insights, for the whole team!
Mrsfisher
@mrsfisher
CRM Automate Pro truly DELIVERED beyond expectations! Their expertise in strategic planning and data presentation, combined with his impressive understanding and clear communication, made the whole process seamless. Highly recommend working with him-couldn't be happier!
Mrsfisher
@mrsfisher
CRM Automate Pro truly DELIVERED beyond expectations! Their expertise in strategic planning and data presentation, combined with his impressive understanding and clear communication, made the whole process seamless. Highly recommend working with him-couldn't be happier!
Mrsfisher
@mrsfisher
CRM Automate Pro truly DELIVERED beyond expectations! Their expertise in strategic planning and data presentation, combined with his impressive understanding and clear communication, made the whole process seamless. Highly recommend working with him-couldn't be happier!
FAQ's
Answers to your common automation questions
How long does it take to complete a setup?
Most setups are done within 5–10 days, depending on the package and how quickly I get your content and access.
What do I need to get started?
Do you set up SuiteDash, Dubsado, Trello, and Asana?
Can you connect my CRM with other tools I use?
What’s the difference between your packages?
Will I know how to use everything after setup?
What if I need changes later?
How do I pay?
How long does it take to complete a setup?
Most setups are done within 5–10 days, depending on the package and how quickly I get your content and access.
What do I need to get started?
Do you set up SuiteDash, Dubsado, Trello, and Asana?
Can you connect my CRM with other tools I use?
What’s the difference between your packages?
Will I know how to use everything after setup?
What if I need changes later?
How do I pay?
Still figuring things out? Let’s have a quick chat.
You’ll tell me what’s not working, and I’ll tell you what to fix.
You’ll tell me what’s not working, and I’ll tell you what to fix.