From Leads to Loyalty: Smarter CRM Solutions, Less Hassle.

Starting at

$

25

/hr

About this service

Summary

I help businesses build and simplify their CRM systems by automating workflows, organizing data, and integrating relevant tools for easy customer management. My approach ensures less manual work, smarter automations, and a user-friendly experience, so you can focus on growth instead of struggling with your CRM. 🚀

What's included

  • What You’ll Get at the End of the Project

    ✅ Custom CRM Setup – A structured and well-organized CRM built to match your workflow. ✅ Automation Workflows – Time-saving automations for lead tracking, follow-ups, notifications, and reporting. ✅ Data Migration & Cleanup – Transfer of existing customer data with proper organization and deduplication. ✅ User-Friendly Dashboard – A clean, intuitive interface for managing contacts, deals, and tasks effortlessly. ✅ Integration with Existing Tools – Easy connections with email, marketing platforms, or third-party apps. ✅ Training & Documentation – A walkthrough guide or training session to help you use the system with ease.


Skills and tools

Data Scraper

Data Engineer

Database Specialist

Airtable

Airtable

ClickUp

ClickUp

Make

Make

monday.com

monday.com

Zapier

Zapier

Industries

Real Estate