Dedicated talent
Hire a CRM & Automation Expert
Populates, cleans and automates your CRM so no lead goes cold.
The problem
Your CRM is full of duplicate contacts, dead deals and follow ups nobody sends.
The work a CRM & Automation Expert does is rarely hard to understand. It is hard to keep doing, every single day, while you also sell, deliver and run the business. So it slips, and the cost shows up later as missed leads, slow replies and projects that stall.
Hiring locally takes months and a full salary. Freelancers juggle other clients and disappear when you need them. A dedicated CRM & Automation Expert from OmniPipelines gives you one person who owns this work, full time, for a price you know in advance.
Day to day
What your CRM & Automation Expert handles every day
- Import, clean and de-duplicate contact and deal data
- Build nurture campaigns, email sequences and SMS follow ups
- Design pipelines and stages that match your real sales process
- Create landing pages and forms that feed straight into the CRM
- Set up integrations between your CRM, calendar and billing tools
- Build dashboards and weekly pipeline reports
Tools they use
Comfortable in these from day one. Using something else? Tell us on the call.
- GoHighLevel
- HubSpot
- Zoho
- Pipedrive
- ActiveCampaign
Who it is for
A CRM & Automation Expert is a strong fit for:
- Sales teams
- Agencies
- Service businesses
How it works
From first call to first day
- 1
Discovery call
A 30 minute call about your business, the work you need covered, your tools and your working hours.
- 2
Onboarding and matching
We match a team member to your brief, set up access to your tools and agree how you will communicate day to day.
- 3
Goes live in 5 to 7 business days
Your team member starts working 8 hours a day, Monday to Friday, in your time zone, on one flat monthly price.
Compare
OmniPipelines vs a freelancer vs a local hire
Three ways to get a CRM & Automation Expert. Here is how they stack up.
Monthly cost
- OmniPipelines
- One flat monthly price
- Freelancer
- Hourly or per task, changes month to month
- Local hire
- Salary plus taxes, benefits and office costs
Focus
- OmniPipelines
- Full time on your work, 8 hrs a day
- Freelancer
- Shared between several clients
- Local hire
- Full time on your work
Hours
- OmniPipelines
- Mon to Fri, in your time zone
- Freelancer
- Whenever they are free
- Local hire
- Your office hours
Time to start
- OmniPipelines
- 5 to 7 business days
- Freelancer
- Days to weeks of searching and testing
- Local hire
- Weeks to months of recruiting
Payroll and HR
- OmniPipelines
- Handled by OmniPipelines
- Freelancer
- Contracts and invoices to manage
- Local hire
- All on you
FAQ
Hiring a CRM & Automation Expert: common questions
How much does it cost to hire a CRM & Automation Expert?+
US$850 a month, flat. That covers one full-time CRM & Automation Expert working 8 hours a day, Monday to Friday, in your time zone. There is no recruiting fee and no hourly meter running.
What will my CRM & Automation Expert work on first?+
That is up to you. Most clients start with the jobs that are most overdue, for example: import, clean and de-duplicate contact and deal data, build nurture campaigns, email sequences and SMS follow ups and design pipelines and stages that match your real sales process. We agree the priorities on your discovery call.
Which tools does your CRM & Automation Expert know?+
Day to day they work in GoHighLevel, HubSpot, Zoho, Pipedrive and ActiveCampaign. If your business runs on a different tool, tell us on the discovery call and we will match you with someone who knows it.
How fast can a CRM & Automation Expert start?+
Usually within 5 to 7 business days of your discovery call. That covers matching, onboarding and getting access to your tools set up.
Ready to add a CRM & Automation Expert to your team?
Book a 30 minute discovery call. If it is a fit, your CRM & Automation Expert can be live in 5 to 7 business days for US$850 a month.