Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
I will teamogy settle insertchat next cx genie zapier onpipeline teamgate xero bigtime
Every enquiry owned Every handoff clean
I connect CRMs, support desks, and project tools so enquiries never stall: Teamgate, Basecamp, RoboHead, LeadSquared, Nutshell, Zendesk, SuiteDash, Dubsado, Less Annoying CRM, Zoho CRM, Instantly, and...
Informazioni su questo servizio
Website visitors, sales leads, and billable hours sit in separate tools, so enquiries stall and bills go out late.
I organize and connect your CRM, chatbot, and billing tools around Teamogy, Settle, InsertChat, NEXT, CX Genie, Zapier, Onpipeline, Teamgate, Xero, and BigTime.
You get one clear client record where every enquiry, deal, and payment has an owner and a next step.
Here's what my service includes:
- Chat routing
- Lead capture
- Pipeline stages
- Deal tracking
- Contact import
- Timesheet sync
- Invoice drafts
- Payment reminders
- Task automation
- Custom fields
- Duplicate cleanup
- Dashboards
- Webhook setup
- User roles
- Testing
Platforms I work with:
Teamogy · Settle · InsertChat · NEXT · CX Genie · Zapier · Onpipeline · Teamgate · Xero · BigTime · Make · n8n · HubSpot · Zoho CRM · Pipedrive · QuickBooks · Stripe · Slack · Gmail · Google Sheets · WhatsApp · Calendly · Intercom · Zendesk
SELECT A PACKAGE OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Xero
FAQ
Chat leads, deals, and invoices sit in different tools, so replies and payments slip.
I connect your website chat and CRM so every chat lead lands straight in Teamgate or Teamogy with a tag, an owner, and a next task. Won deals then create an invoice draft in Xero, so your whole team sees who replied, who has been quoted, and who still owes you money.
Chatbot enquiries and billing live apart from the client's deal record
This fits small agencies, consultants, and small professional service teams that capture leads through a chatbot and bill clients by the hour or by project. If you use CX Genie or InsertChat on your site, I route those chats into the same client record as your deals.
Buyers are unsure Premium is worth the extra cost over Standard.
Premium covers the full build: chat routing, pipeline stages, timesheet sync, invoice drafts, payment reminders, dashboards and links between your tools. All of it is tested with sample clients, documented in a Loom video, and backed by 7 days of support for any fix.
Buyers don't know what "configured" actually means in this gig.
I configure chat routing rules, pipeline stages, custom fields, task automation, invoice drafts, and payment reminders, plus all the Zapier or webhook links between your tools. I import and clean your contacts, then test every path with sample records after handover.
The buyer's stack includes tools not listed in the gig title.
Yes, absolutely. I also connect Make, n8n, HubSpot, Zoho CRM, Pipedrive, QuickBooks, Stripe, Slack, and Gmail through native links, Zapier, or webhooks where the tools support it. Message me your tools and workflow, and I'll confirm what is possible before you order.
