AI Sales System Builder – CRM-Driven Email + Chatbot + Booking + Automation (No-Code)

No-Code Systems Builder: AI Chatbot, CRM, Email Automation, Calendly, Airtable – Build Sales Platform Project Overview We're building a repeatable, white-label sales platform under our new company, Hyphen IQ, to help international manufacturers grow in the U.S. market. The first client is Baux (Sweden), with more to follow. We need a no-code wizard who can execute this fast, cleanly, and reliably — no custom development. What You’ll Build AI Chatbot (Tidio or Intercom + GPT) Trained on brand PDFs (product data, environmental docs, specs, etc.) Answers inbound questions from designers and dealers 24/7 Connects to CRM (Airtable/SmartSuite) Optional: Live chat escalation or Calendly fallback Logs all conversations in the CRM Optional: front-facing widget for Hyphen IQ portal (not Baux’s website) Automated Email Engine Emails sent from Hyphen IQ on behalf of Baux Pulls from contact database (CRM) to book meetings and respond to inquiries Can send follow-ups based on timing, location, tags, or activity References past email threads and teammate interactions to avoid duplication Thread continuity and logging for all communications Calendly Setup Embedded or linked booking flows Includes both virtual and in-person options Location-aware (e.g., “Meet in NYC” or “Book Remote Call”) Tracks booking source and syncs with CRM Lead Capture Form Built with Tally or Typeform Embedded on Hyphen IQ site Qualifies leads by region, project type, interest Pushes leads to CRM and triggers flows CRM & Dashboard Airtable or SmartSuite (we’re open to recommendations) Tracks all contacts, inquiries, bookings, and conversations Includes filters by brand, firm, project status Dashboard includes: Peak inquiry times Most-asked questions Conversion tracking (Chat → Meeting → Win) Automation Layer (Zapier / Make) Daily digest email Weekly insight reports Notification triggers Chat/email log syncing New form entries → CRM → outreach flow Documentation & Repeatability Create internal setup guide + flowchart SOPs for handing off to future clients Build as a template we can clone 10+ times Timeline 7–10 days. We’ll provide all data, PDF docs, FAQs, and flow diagrams up front. Budget & Milestones Total Budget: $1,800 – $2,400 Paid in 2 phases: PhaseDeliverables Payout Phase 1 Chatbot, Calendly, CRM base scaffold $600–$800 Phase 2 Automation layer, full email engine, final polish & docs $1,200–$1,600 Working Style Daily progress updates (Slack preferred) Available for 1–2 quick calls during build Document all work and systems clearly To Apply, Please Answer: Share a link to a similar dashboard/automation you’ve built AND explain the business problem it solved Which chatbot platform do you prefer (Tidio vs. Intercom), and why? What tool would you use for the CRM — Airtable or SmartSuite? How would you prevent duplicated or irrelevant email follow-ups from being sent? What's your backup plan if a Zapier or Make automation fails? ⚡ Bonus Points For: Experience training GPT on company-specific data Strong design sensibility (we care about clean UI) Prior work with email automation + CRM connection Ability to turn this into a repeatable, scalable template Apply tot his job