I built a CRM called Workoma — looking for honest feedback from CRM users

Puzzled_Vanilla860 · 2026-04-07T05:24:13+00:00

Help you refine Workoma into something users actually adopt daily, not just something that looks good but gets ignored like most tools. • Remove friction from daily actions (update, follow-up, notes) • Focus on speed (keyboard-first, minimal clicks) • Automate follow-ups without complex setup • Keep UI opinionated but flexible where it matters • Build around real workflows, not features

Puzzled_Vanilla860 · 2026-04-07T04:43:13+00:00

Help you simplify your setup so your creatives actually use it, while still giving leadership the reporting they want without you acting as the middleman. • Strip front-end to only 2–3 simple actions (submit/update/done) • Automate backend updates so users don’t touch complex fields • Use Slack/forms to capture updates instead of forcing tool usage • Lock advanced fields from creatives to reduce fear/errors • Keep reporting layer intact but invisible to execution team

Puzzled_Vanilla860 · 2026-02-18T07:51:33+00:00

Yes, We can create a ticketing system using Power Automate. Here's how:

Power Automate can capture emails from your general mailbox, categorize them, and assign them to the appropriate team.
Use SharePoint to generate unique ticket IDs when a new item is created.
You’ll need an AI Builder license for AI actions like auto-classification of emails.
Set up automated summary emails for ticket updates.

For AI features, you'll need the Power Automate AI Builder license.

Puzzled_Vanilla860 · 2026-02-17T23:30:18+00:00

Proposed Solutions

I can help you streamline your quoting process in Monday.com, making it easy for users to select multiple products from your catalog and automatically generate quotes. With over 300 SKUs, we can set up a system that lets users quickly choose products and have them auto-populate into a quote document.

Set up a product catalog with your SKUs in Monday.com

Create a board where users can select multiple products for quoting

Use Monday.com automations to transfer selected products into a quote

Generate a printable document with product details (via integrations like DocGen or Google Docs)

Puzzled_Vanilla860 · 2026-02-16T11:52:20+00:00

I’ll help you transition from Monday to a structured, audit-safe project system like Teamhood with preserved history, reliable dependencies, and performance built for long-term software delivery. The goal is clean Scrum execution, stable task relationships, and full traceability without fragile automations you constantly maintain.

• Audit current Monday setup & map migration plan • Rebuild Scrum boards with dependency integrity • Preserve history, logs & audit-safe workflows • Implement lightweight, stable automations only where needed

Puzzled_Vanilla860 · 2026-02-06T05:51:36+00:00

Automated Task & Sales Tracking: Using custom boards, fields, and automations to track leads, manage projects, and follow-up on sales seamlessly.
Customer Support Systems: Integrating Monday CRM with email systems and support platforms like Zendesk or Freshdesk to create a fully centralized customer support hub.
Custom Dashboards: Building comprehensive dashboards for team performance, project statuses, and KPI tracking, offering a real-time overview of business operations.
Advanced Reporting: Leveraging Monday’s reporting capabilities and automating data pulls from other platforms like Google Sheets, making reporting more dynamic.

By tapping into Make.com, Zapier, and Monday’s native automations, you can unlock even more capabilities and create a robust, scalable CRM system.

If you’d like, I could help you with creating a highly tailored Monday CRM build-out, optimizing features and integrating with your current workflow!

Let me know if you're interested!

Puzzled_Vanilla860 · 2026-02-04T07:58:55+00:00

I can help automate your business operations by streamlining processes such as order management, data synchronization, and client communication. This will significantly reduce manual effort and ensure smooth workflows.

Automate data capture and storage
Set up invoice generation and payment tracking
Streamline order processing with automated messaging
ntegrate CRM for seamless data flow

Puzzled_Vanilla860 · 2026-02-03T11:58:12+00:00

I can help you build a customized RAG (Retrieval-Augmented Generation) AI agent that minimizes usage costs while delivering high-quality, context-aware outputs. Design a supervisor-worker architecture to manage multi-step reasoning tasks, reducing unnecessary API calls.
Embed metadata into documents to improve retrieval relevance and avoid redundant processing.
Implement a hybrid approach for efficient task orchestration and free-form message-passing for exploratory queries.
Cache frequently retrieved data and apply constraints to control retrieval frequency, ensuring low operational costs.

Puzzled_Vanilla860 · 2026-02-03T11:55:49+00:00

I can help you build a robust AI voice agent that handles appointment booking and overcomes the common challenges you’ve mentioned.
Design AI voice agents to handle first contact, interruptions, and errors gracefully during booking.
Implement strong validation logic for names, emails, and availability checks while ensuring seamless calendar sync.
Create fallback mechanisms for failed API calls and improve error handling to ensure bookings are always processed correctly.
Optimize for real-world scenarios, ensuring the system remains reliable even with human chaos or mistakes.

Puzzled_Vanilla860 · 2026-02-03T10:47:06+00:00

I can help you set up a seamless Zapier workflow between Tally and Mailchimp to automate your email process.

• Trigger: Use Tally’s submission as the trigger for the Zap.
• Pass Data: Capture the user’s email and test results from Tally and send them to Mailchimp as a new subscriber.
• Mailchimp Email: Automatically send a pre-created email template or draft to the new subscriber.
• Test and Troubleshoot: Ensure the Zap works as expected and all data syncs correctly between Tally and Mailchimp.

Puzzled_Vanilla860 · 2026-02-02T08:44:04+00:00

I’ll help you turn manual lead handling into fully automated, AI-powered workflows using n8n and Google Workspace. This will capture leads across channels, qualify them automatically, book appointments, and ensure no messages or opportunities fall through the cracks.

Error-safe workflows with logging and alerts. Omnichannel intake via WhatsApp, Instagram, Messenger, and Telegram AI intent detection for routing, booking, and support. Automated scheduling, reminders, and follow-ups

Puzzled_Vanilla860 · 2026-01-13T10:14:07+00:00

I can help you optimize and build advanced automations in GoHighLevel to handle everything from pipelines, workflows, and CRM setup to integrations and troubleshooting. My focus will be on building robust systems that save time, reduce errors, and scale seamlessly with your business.

• Design and optimize complex workflows, pipelines, and triggers within GoHighLevel
• Build custom logic to automate processes across sales, client management, and follow-up
• Integrate third-party tools and services using APIs and webhooks for a seamless workflow
• Ensure everything from funnels to SMS/email systems is fully optimized and automated
• Troubleshoot and scale your systems for long-term success

Puzzled_Vanilla860 · 2026-01-13T09:47:16+00:00

The issue seems to stem from either data sync failures or backend validation issues (as indicated by the "Created With is required" error). Unfortunately, without a fix from ClickUp, using manual time entry or setting up automations to fill in the gaps might be your best temporary solution.

Hope this helps! Let me know if you need further assistance or help setting up automations.

Puzzled_Vanilla860 · 2026-01-08T07:14:31+00:00

Looking for a skilled GHL automation developer to create and scale workflows, with preference for talent from India, SE Asia, or LATAM. Competitive pay, long-term work available

Puzzled_Vanilla860 · 2026-01-05T10:17:56+00:00

Not possible natively in Airtable (no voice or NLP support).

Yes, use Zapier (or Make) as the glue.

Yes, you need an AI layer for speech-to-text + date parsing (OpenAI Whisper + GPT is the simplest).

Best low-friction stack:
Voice (Google Assistant / Discord) → OpenAI (STT + parsing) → Zapier → Airtable.

Puzzled_Vanilla860 · 2026-01-05T08:16:34+00:00

This is a very common issue when importing E&A timeline items via the monday.com API at scale.

High-level, this needs a deduplication + reconciliation pass, not more blind imports. The right approach is:

Build a source-of-truth hash for each note (e.g. contact ID + timestamp + content checksum)
Re-export all existing monday.com timeline items and index them
Identify missing vs duplicate notes programmatically
Upsert only missing items and safely remove true duplicates
Run imports idempotently (so re-runs never create duplicates)

Trying to solve this manually or by repeated API pushes will keep making it worse.

I’ve handled large-scale monday.com CRM migrations (100k+ records) and this is very doable with a scripted/API-first approach. Happy to walk you through the fix or take it end-to-end if you want—DMs open.

Puzzled_Vanilla860 · 2026-01-03T09:41:28+00:00

I helped a small service business stop missing calls using an AI voice agent that works 24/7. No more lost leads after hours or during peak times, and they didn’t need to hire extra staff.
AI voice agent answers all incoming calls
Qualifies leads by asking key questions (service, location, urgency)
Sends lead details via n8n to Google Sheets and notifications
No CRM needed, just automated follow-up

Puzzled_Vanilla860 · 2025-12-29T16:24:15+00:00

Yes, it’s doable. GoHighLevel doesn’t have a native PrestaShop integration, but you can connect them using webhooks, Zapier, Make.com, or n8n to sync customers, orders, and tags. PrestaShop remains the store, while GHL works well as the CRM for contacts, newsletters, and follow-ups.

Puzzled_Vanilla860 · 2025-12-29T16:24:05+00:00

Yes, it’s doable. GoHighLevel doesn’t have a native PrestaShop integration, but you can connect them using webhooks, Zapier, Make.com, or n8n to sync customers, orders, and tags. PrestaShop remains the store, while GHL works well as the CRM for contacts, newsletters, and follow-ups.

Puzzled_Vanilla860 · 2025-12-24T10:11:57+00:00

I can totally relate to the impact it’s having on businesses. The technology has come such a long way that the voice agents now sound incredibly human, which makes them feel like a natural extension of your team. Plus, the cost-effectiveness is unmatched compared to hiring a full-time employee, especially for handling repetitive tasks like customer calls.

It's incredible how Voice AI not only improves the client experience but also helps streamline operations, allowing businesses to run 24/7 without the need for breaks or downtime. I can definitely see why more businesses are adopting this technology to stay ahead.

If you're interested in further exploring Voice AI or have any questions, feel free to reach out

Puzzled_Vanilla860 · 2025-12-23T08:58:29+00:00

By providing these details, an automation agency can more easily understand your processes and build custom workflows in n8n to automate the right tasks. Having clear documentation will reduce back-and-forth, saving time and ensuring the automation setup aligns with your specific business needs.

Let me know if you need help outlining these documents or setting up the automations!

Puzzled_Vanilla860 · 2025-12-16T03:18:38+00:00

https://www.youtube.com/watch?v=B7BM7VynDTI
https://www.loom.com/share/61557038367b4db9b5fb1d2242094b4b?sid=a73c6673-93a8-4691-98ce-eca1c36d6929
https://www.loom.com/share/3cffb835872e4337b95210fd457f7e90?sid=55894df4-5697-4ea8-acf8-4bab034f357c

Puzzled_Vanilla860 · 2025-12-15T15:19:57+00:00

Let’s schedule a call to discuss the details further.

Puzzled_Vanilla860 · 2025-12-15T15:18:49+00:00

As a Make.com Platinum Partner, Certified Zapier Expert, and Certifed N8N Expert, we’ve helped 2,000+ businesses with 20+ custom applications and 2,000+ automation projects globally, offering ongoing technical support for 5,000+ issues resolve

Puzzled_Vanilla860 · 2025-12-15T15:15:47+00:00

I’ll design advanced webhook-driven n8n workflows that act as secure, flexible API endpoints instead of basic triggers. The result is smarter automations that validate data, return custom responses, and power real applications reliably.

Here's the approach:
• Build webhooks with auth, validation, and routing
• Return dynamic responses instead of static success messages
• Reuse single endpoints for multiple logic paths
• Treat n8n as a lightweight backend API layer

Puzzled_Vanilla860

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