I will set up and manage your CRM for better customer retention
Anyone can get you a first time client and I get you the second third and fourth
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Your CRM is only valuable when it works for you. I help businesses clean, organize, and optimize their CRM while building retention systems that bring customers back and reduce churn.
What I Offer:
CRM setup, cleanup & optimization (HubSpot, Salesforce, Zoho, Pipedrive & more)
Customer segmentation by behavior, value & lifecycle
Automated workflows: welcome, abandoned cart, re-engagement & loyalty
Retention email campaigns to win back inactive customers
Churn analysis, reporting & retention recommendations
Also comfortable with GoHighLevel, Monday.com & Zoho One for combined CRM + marketing automation
Why Work With Me?
I turn messy, underused CRMs into organized retention systems. Instead of just managing contacts, I build automations and campaigns designed to increase repeat business and improve customer retention.
How It Works:
- Share CRM access, customer data & goals.
- I audit your CRM and create a retention plan.
- I build the segments, workflows, campaigns & reports.
- You receive clear performance insights and next steps.
Message me before ordering if you need a custom CRM setup or retention strategy.
Software:
Zoho
Industry:
E-Commerce
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Fashion & apparel
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Food & beverage
My Portfolio
FAQ
Which CRMs do you work with?
HubSpot, Salesforce, Zoho CRM, Pipedrive, Klaviyo, ActiveCampaign, and Mailchimp. Let me know your platform before ordering if it's not listed.
Do I need to give you full admin access?
Admin or team-member access makes the work faster, but I can also work from screen-share sessions or with limited access if you prefer to keep control.
How do you measure retention success?
Through churn rate, repeat purchase/engagement rate, and campaign performance (open, click, and conversion rates) reported monthly on Standard and Premium plans.

