Eszter Bertok
CRM Readiness & Excel-to-CRM Workflow Specialist
Meet Eszter
I help small SaaS teams get their lead-tracking workflow ready for a CRM.Before migration or setup, I review Excel and Google Sheets trackers for gaps that create lost follow-ups and unclear handoffs: ownership, pipeline statuses, next actions, follow-up dates, and unnecessary fields.You’ll get a practical readiness view of what needs fixing before a CRM implementation, automation, or data-cleanup
Identity verifiedVetted for secure and trusted collaboration.
Rate
$25 - $50/hr
Skills and tools
Details
Fondi, Italy
Fluent in Italian and Hungarian • Limited Working Proficiency in English