AI-Driven Custom CRM Automation and general import process automation
Budget: $250 – $750 AUD
I’m ready to replace scattered spreadsheets and manual follow-ups with a purpose-built CRM powered by Claude AI. The goal is to map my existing sales and support processes, automate everything that can be automated, and emerge with a single dashboard where every lead, customer request, and performance metric is visible in real time.
Here’s the current landscape: we are not adopting an off-the-shelf platform such as Salesforce, HubSpot, or Zoho. Instead, I want a fully custom environment designed around Claude’s conversational and classification abilities. Core functions must include lead management, customer-support tracking, and sales analytics from day one.
Smooth data flow matters just as much as the interface. The CRM will need to speak natively with our email platform (both inbound and outbound) and retrieve or store documents on our internal H and W drives without work-arounds. Wherever possible I’d like AI-assisted tagging, summarisation, and automatic follow-up scheduling so the team spends time selling, not searching.
Acceptance criteria
• End-to-end workflow diagram signed off by me before build begins
• Live instance that captures a new lead from email, routes it correctly, and raises the first follow-up task automatically
• Support ticket created from an email, categorised by Claude AI, and filed with related customer history
• Sales dashboard pulling key metrics (conversion, pipeline value, resolution time) in real time
• Migration guide and short Loom walkthrough so I can maintain or extend the system myself
If you’ve built AI-centred automations before and can work iteratively—demonstrating progress in small, testable chunks—let’s get this rolling.
Here’s the current landscape: we are not adopting an off-the-shelf platform such as Salesforce, HubSpot, or Zoho. Instead, I want a fully custom environment designed around Claude’s conversational and classification abilities. Core functions must include lead management, customer-support tracking, and sales analytics from day one.
Smooth data flow matters just as much as the interface. The CRM will need to speak natively with our email platform (both inbound and outbound) and retrieve or store documents on our internal H and W drives without work-arounds. Wherever possible I’d like AI-assisted tagging, summarisation, and automatic follow-up scheduling so the team spends time selling, not searching.
Acceptance criteria
• End-to-end workflow diagram signed off by me before build begins
• Live instance that captures a new lead from email, routes it correctly, and raises the first follow-up task automatically
• Support ticket created from an email, categorised by Claude AI, and filed with related customer history
• Sales dashboard pulling key metrics (conversion, pipeline value, resolution time) in real time
• Migration guide and short Loom walkthrough so I can maintain or extend the system myself
If you’ve built AI-centred automations before and can work iteratively—demonstrating progress in small, testable chunks—let’s get this rolling.