CRM setup in GoHighLevel and Salesforce
A CRM only works if your team actually uses it. I set up clear pipelines, automate the follow-ups and build simple dashboards, so you can see every deal and nothing slips.
- Pipeline designStages that match how you really sell, with clear owners and next steps.
- Lead captureWebsite, Facebook and Instagram leads flowing straight into the CRM.
- Automated follow-upsEmail, SMS and WhatsApp sequences, reminders and no-show recovery.
- Calendars and bookingOnline booking linked to pipelines and confirmations.
- Migration and cleanupContacts moved from spreadsheets or old tools, deduplicated and tagged.
- Dashboards and trainingSimple reports and a recorded walkthrough for your team.
- Sales-led service businesses
- Agencies running GoHighLevel sub-accounts
- Teams moving off spreadsheets
How payment works
VA services start with a security deposit or one month in advance. Websites, CRM and apps are 50% to start and 50% on completion. Pay by US bank account, Wise, PayPal, Remitly or bank transfer once your invoice is sent.
Frequently asked questions
Which CRMs do you work with?
Mainly GoHighLevel and Salesforce, plus lighter CRMs built in Notion, ClickUp or Google Sheets for small teams.
Can you migrate our existing contacts?
Yes. I import, clean and tag your existing contacts and deals so you start with reliable data.
Do you offer ongoing CRM management?
Yes, as a monthly retainer covering updates, new automations and reporting.
Tell me about your project
I reply within one business day. Prefer to talk? Book a free call and get ₱500 off.
For updates, follow HIREWORKMATE:
Related services
AI and workflow automation
Chatbots, Apps Script, CRM pipelines and custom AI assistants that answer, qualify, follow up and report while you sleep.
Executive virtual assistant
Inbox, calendar, travel, documents and follow-ups handled by an executive-level VA who uses AI to work faster.
Website development
Mobile-first websites launched with branded email, SEO foundations and lead capture built in.
Professional email setup
Branded inboxes on Google Workspace, Hostinger or GoDaddy, plus fixes when email stops sending or lands in spam.
Mobile app development
Booking apps, client portals, POS and internal tools built on modern, low-maintenance stacks.
Growth and recruitment
Lead generation, email marketing and end-to-end recruitment, so you win more clients and hire the people to serve them.
Customer service and chat support
Email, chat and Zendesk support from someone who spent nine years in global customer experience.