I will set up your CRM or migrate your contacts with clean deduplicated data
Sales and fulfillment automation with CRM, APIs and Claude AI agents
About this Gig
Your contacts sit in three places and nobody trusts the numbers? I set up a CRM your team actually uses, or move your data into one without duplicates. And I build the complete workflow around it, from the first contact to the report.
What you get:
- Contacts cleaned and deduplicated before import, with a report of what was merged or dropped
- Pipelines, stages, custom fields and follow-up tasks that match how you sell
- Import from spreadsheets or another CRM, with a field mapping you approve first
- Automations for follow-up reminders, stage changes and owner assignment
- The complete workflow: new leads land in the right stage, follow-ups are scheduled, and a report arrives
- A short written guide so your team runs it without me
CRMs: HubSpot, Salesforce, Zoho, Zendesk, Close, Pipedrive, or a lightweight CRM on Google Sheets or Supabase.
I run my own lead system on a CRM I built: contacts from several sources, checked against existing records and a blocklist before anyone is contacted, with stages and follow-up dates.
Message me before ordering if your CRM is not listed, so we can confirm the scope.
Software:
HubSpot
Industry:
Business services & consulting
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Energy
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Real estate
My Portfolio
FAQ
Which CRMs do you work with?
HubSpot, Salesforce, Zoho, Zendesk, Close and Pipedrive, plus lightweight CRMs on Google Sheets or Supabase. If yours is not listed, message me first and I confirm whether it fits.
Do you need my login?
An invitation as a user with admin rights is enough. You keep ownership of all data, and I work only inside your account.
