I will migrate pipedrive and freshsales with CRM data cleanup pipelines automation

United States

I speak English, Spanish, French

CRM Migration and Automation Specialist Data Cleanup CRM Setup

Hi, I am Billy, I help businesses organize and migrate their CRM systems so sales teams can work with clearer pipelines, and reliable processes. My expertise covers CRM migration, data cleanup, pipeli...
About this Gig

Moving CRM platforms can be stressful when important customer data, pipelines, activities, and automations are at risk.


I will professionally migrate your Pipedrive or Freshsales CRM, clean and organize your data, rebuild pipelines, and configure workflows for a smoother transition.


What I can help with:


CRM data migration and mapping

Duplicate cleanup and data normalization

Contacts, organizations, deals and activities

Pipeline and stage configuration

Custom fields and sales processes

Workflow and automation setup

Data validation and post-migration checks


Youll receive a structured, carefully reviewed CRM setup designed to reduce duplicates, manual work, data inconsistencies, and operational confusion.


Every project is handled around your existing CRM structure and business processnot a one-size-fits-all template.


Whether you're migrating between platforms, cleaning an existing CRM, or improving your sales workflow, I can help.


Please message me before ordering if you have a large database, complex automations, multiple pipelines, integrations, or custom requirements so I can recommend the right package.


Software:

PipeDrive

Industry:

Business services & consulting

Financial services