Build & Automate Multi-Tool Operations System (Pipedrive, Airtable, Freshdesk, etc)
UpworkCANot specifiedexpertScore: 78
AI TradingBusiness Process AutomationAutomationAirtableAPIMicrosoft ExcelCustomer Relationship ManagementScriptingAPI Integration
I run a private ATM processing and service company. We acquire new merchants, have them sign processing agreements, onboard them into our system, and manage them long-term. I’m looking for a high-level systems architect who can design and implement a clean, scalable operations infrastructure — with automation and AI components. Currently, our systems do not communicate with each other and have zero integration. Every contract is completed manually in a fillable PDF, then the information is manually transferred into DocuSign. Once the client signs, we manually enter the data into all of our internal systems. The entire process involves repeated data entry and unnecessary manual work, which is not sustainable for a modern operation.
What We Do
Acquire new ATM merchant clients
Send and manage processing agreements
Track contract details (term length, revenue split, ownership model, compliance status, etc.)
Onboard merchants into multiple internal systems
Manage support, service calls, accounting, and compliance
What We Need
We need a centralized contract and client database that:
Stores all agreement details in structured format
Tracks key terms (renewals, term length, fee splits, inactivity clauses, etc.)
Acts as the single source of truth
Automates data into:
CRM
Accounting
Support system
Operations / service platform
Minimizes manual data entry
Scales cleanly as we grow
Currently using tools such as:
CRM (Pipedrive)
Airtable (database candidate)
DocuSign (contracts)
Freshdesk (support)
Xero (accounting)
Service tracking software (ATM repair & field service)
Open to better architecture if justified.
AI Component
I am also looking to implement AI in the following areas:
Extract structured contract data automatically from signed agreements
This is not about adding ChatGPT randomly.
It’s about intelligently embedding AI into operations.
Deliverables
System architecture map (visual)
Recommended tool stack (optimize or confirm current stack)
Automation build-out (Zapier, Make, native API, etc.)
Ideal Candidate
Strong experience with CRM + database automation
Understands contract-driven businesses
Has built operational backbones for service companies
Experience with AI implementation in SMB environments
Thinks in systems, data structure, and scalability
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Spent: $13,800.31Rating: 5.0Verified