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Content That Engages Strategy That Converts
Hi, I am Janet. A results-driven Social Media Marketing and Management specialist focused on helping brands grow, engage, and stand out in a competitive digital space. I combine creativity with strate...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Struggling with missed leads, manual follow ups, or a CRM system that feels too complicated? I'm here to help you simplify your processes and work smarter with CRM setup and automation tailored to your business needs.
I specialize in setting up, customizing, and optimizing CRM systems to help businesses manage leads, streamline workflows, improve customer relationships, and save valuable time.
My services include:
- Zoho CRM setup and customization
- HubSpot and Pipedrive configuration
- GoHighLevel and Salesforce setup
- Monday.com CRM and workflow management
- Sales pipeline and lead management
- Workflow and follow up automation
- Email, SMS, and appointment automation
- Custom fields, tags, and lead segmentation
- Zapier and Make integrations
- Troubleshooting and process optimization
Whether you're starting from scratch, improving an existing CRM, or connecting multiple tools, I'll help you build an organized, practical system that supports your business goals.
Why work with me?
I deliver tailored CRM solutions that simplify workflows, save time, and improve efficiency.
Not sure what you need? Message me with your CRM goals, and I'll help you find the right solution.
Software:
Zoho
Industry:
Financial services
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Marketing & advertising
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Real estate
My Portfolio
FAQ
Which CRM platforms do you work with?
I work with Zoho CRM, HubSpot, Pipedrive, GoHighLevel, Monday.com, and Salesforce, depending on your project requirements.
Can you set up a new CRM or improve my existing one?
Yes! I can configure a new CRM from scratch or optimize your existing system to improve lead management, workflows, and sales processes.
Can you automate my follow ups and lead management?
Yes. I can set up workflows for lead assignment, email or SMS follow-ups, appointment scheduling, and other repetitive tasks, depending on your CRM's capabilities.
Can you integrate my CRM with other tools?
Yes. I can help connect compatible tools, forms, calendars, and other applications using native integrations, Zapier, or Make, depending on your requirements.
What do you need from me before starting?
Please share your CRM platform, business goals, required features, and any tools you want to connect. I'll review your needs and recommend the most suitable package.
