Slow response time
New leads wait too long before someone replies.
CRM • Automation • AI
Your CRM should not feel like another employee you have to babysit.
I build CRM systems that know what needs to happen next, so you can stop chasing leads, reminding your team, and checking every step manually.
The problem
Your business is growing. But your systems are falling behind.
Leads are coming in, but follow-ups are late, tasks are manual, and nobody has a clear view of what happens next.
Missed follow-ups
Your team depends on memory instead of a system.
Unclear ownership
Nobody knows who should handle the lead next.
Scattered information
Customer details live across different tools and inboxes.
Services
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Systems built around how your business actually works.
No random automations. Every workflow should solve a real business problem.
CRM Setup and Cleanup
Organize pipelines, contacts, tags, custom fields, stages, permissions, and reporting.
Lead Flow Automation
Capture, qualify, assign, and follow up with leads automatically.
Booking Systems
Connect calendars and send confirmations, reminders, and no-show follow-ups.
Funnels, Forms and Surveys
Collect lead information and send it directly into your CRM.
Email and SMS Sequences
Build automated campaigns based on lead actions, status, and pipeline stage.
AI Agents and Chatbots
Qualify leads, answer common questions, and book appointments using AI.
My process
Step 1
Step 2
Step 3
Step 4
Step 5
From manual and messy to clear and automated.
Map the Process
Review what currently happens from lead capture to conversion.
Find the Gaps
Identify missed follow-ups, repeated work, and unclear ownership.
Clean the CRM
Organize pipelines, fields, stages, tags, and user access.
Build the Automation
Create workflows, messages, tasks, notifications, and integrations.
Test the Handoff
Make sure the system works for your team and your customers.
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About AnnaG
Built by someone who understands sales, teams, and operations.
I’m AnnaG, a CRM and automation specialist with 16 years of BPO experience and more than 20 years in sales.
I have managed large teams, built lead-management processes, created funnels, automated follow-ups, and helped businesses improve how leads move from first contact to conversion.
I build systems your team can understand and your business can actually use.
16+
Years in BPO
20+
Years in Sales
300
People Managed
Stop managing work your CRM should already be handling.
Let’s review your current process, find where leads are getting lost, and identify what can be automated.
FAQ
Common questions
Can you work with my existing CRM?
Yes. I can clean up and improve your current CRM or build a new system from scratch.
Do you only work with GoHighLevel?
No. I also work with HubSpot, Salesforce, Zapier, Make, n8n, Calendly, Twilio, Retell, Vapi, and other tools.
Can you create the emails and messages?
Yes. I can build the workflows and write the email, SMS, and internal notification content.
Do you offer ongoing support?
Yes. You can choose project-based implementation or monthly CRM and automation support.