CRM Strategy & Implementation
Starting at
$
15
/hrAbout this service
Summary
FAQs
Which CRM platforms do you work with?
I specialize in Zoho, Salesforce, and HubSpot, choosing the best fit based on your business size, budget, and focus.
Do you handle data cleaning and migration?
Yes. I clean and migrate your existing data—spreadsheets or current CRM—into the new system without data loss.
Can you connect my CRM to other business tools?
Absolutely. I link your CRM with proprietary software and third-party tools like email, accounting, and marketing platforms for seamless workflows.
What's included
A Tailored CRM Ecosystem
Design, set up, and customize a CRM platform (HubSpot, Salesforce, Zoho, etc.) to streamline sales, marketing, and customer service workflows.
Discovery & Audit Report
A detailed report analyzing your current workflows, identifying bottlenecks, and defining clear CRM goals.
Platform Configuration
Complete CRM setup, including licensing, user roles, permissions, and security settings.
Customization & Buildout
Custom sales pipelines and stages. Custom fields, objects, and record layouts. Automation rules for lead routing, task assignment, and follow-ups
Data Management
Clean, migrate, and import existing data from spreadsheets or other systems into your new CRM.
Integration
Connect the CRM seamlessly with up to 5 key third-party tools (e.g., email marketing, accounting software, website forms) via native connectors or APIs.
Skills and tools
Business Analyst
Systems Auditor
Software Consultant
HubSpot
Salesforce
Zoho CRM
Industries