Cleaning CRM data, building structure, and smart automation.
Starting at
$
50
/hrAbout this service
Summary
I help companies clean, structure, and optimize their CRM by combining deep data hygiene practices with smart, scalable automation. What sets me apart is my ability to simplify complex systems, turning messy, unreliable data into organized, actionable insights that support real business growth.
What's included
CRM Cleanup & Standardization
Your CRM will be reviewed, cleaned, and standardized, removing duplicates, fixing inconsistent records, and organizing fields for clarity and usability.
Custom Automation Flows
Creation of automated workflows tailored to your CRM processes (e.g. lead routing, lifecycle stages, alerts), reducing manual tasks and human error.
Skills and tools
AI Automation
Data Analyst
Operations Lead
Clay
HubSpot
Marketo Engage
Salesforce