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Business & Finance ERP / CRM / SCM

CRM Setup & Workflow Automation

$40/hr Starting at $125

I help businesses streamline their sales and marketing operations through customized CRM setup and workflow automation. Specializing in platforms like Zoho CRM, HubSpot, and Pipedrive, I configure pipelines, create lead management workflows, and integrate communication triggers (direct outreach/SMS/notifications) to automate follow-ups and improve productivity.

My approach is hands-on and tailored to your business goals. Whether you're starting from scratch or improving an existing setup, I ensure your CRM works for you, not the other way around.

About

$40/hr Ongoing

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I help businesses streamline their sales and marketing operations through customized CRM setup and workflow automation. Specializing in platforms like Zoho CRM, HubSpot, and Pipedrive, I configure pipelines, create lead management workflows, and integrate communication triggers (direct outreach/SMS/notifications) to automate follow-ups and improve productivity.

My approach is hands-on and tailored to your business goals. Whether you're starting from scratch or improving an existing setup, I ensure your CRM works for you, not the other way around.

Skills & Expertise

Communication SkillsCRMCRM CustomizationCrm SetupDashboard SetupERPHubSpotLead GenerationManagementMarketingMarketing AutomationMarketing ManagementMicrosoft Dynamics 365OdooOperations ManagementPipedriveProductivity SoftwareSalesSales Pipeline ManagementSalesforceSugarCRMWorkflow AutomationZendeskZohoZoho CRM

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