CRM Strategy & Implementation
Starting at
$
25
/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.
Recommendations
(5.0)
Client • Nov 21, 2025
Recommended
Excellent attention to detail and very responsive.
Client • Nov 14, 2025
Recommended
I have worked with Jignesh for the last 3 years and he has always delivered. He and his team does an excellent job! He will continue to be my go to developer.
Skills and tools
Business Analyst
Systems Auditor
Software Consultant
HubSpot
Salesforce
Zoho CRM
Industries