Browse categories
Explore
Fiverr Pro
English
$
USD
I will optimize your CRM sales pipeline, dashboard and reports
CRM Automation Specialist
I’m a CRM & Automation Specialist with 3+ years of experience helping businesses organize customer data, improve lead management, streamline sales processes, and automate repetitive workflows.
I spec...
About this Gig
Your CRM should answer the questions that drive sales not leave you digging through records and spreadsheets.
I'm Victor Paul, a CRM & Automation Specialist with hand on experience. I build practical CRM dashboards, sales pipelines, reports, and KPI tracking systems in HubSpot, GoHighLevel, and Zoho CRM.
I will structure deal stages, pipeline views, sales reports, conversion tracking, revenue metrics, lead tracking, and custom dashboards around the way your business sells.
The goal: turn scattered CRM activity into a clear view of what needs attention so you can follow opportunities, spot bottlenecks, and manage sales with confidence.
Are you in need of a new sales pipeline, a management dashboard, or better reporting from your existing CRM, I'll build around your objectives not a template.
Send me your CRM platform, sales process, and key metrics, and lets make your numbers easier to act on.
Software:
PipeDrive
Industry:
Business services & consulting
•
Education
•
Real estate
FAQ
What CRM platforms do you support?
I work with HubSpot, GoHighLevel, and Zoho CRM. I can configure sales pipelines, dashboards, reports, deal tracking, and KPI visibility based on the capabilities of your platform.
Can you build a dashboard around my business KPIs?
Yes. I can structure dashboards around the metrics that matter to your business, such as leads, deals, revenue, conversion rates, pipeline value, sales activity, and other relevant KPIs.
Can you improve my existing sales pipeline?
Yes. I can review your current pipeline structure, identify areas that create poor visibility, and reorganize deal stages and tracking around your actual sales process.
Can you create custom CRM reports?
Yes. I can create reports for sales performance, deal progress, pipeline activity, revenue, lead tracking, and other agreed reporting requirements supported by your CRM.
What do you need before starting?
Please provide your CRM platform, sales process, current pipeline structure if available, the KPIs you want to monitor, and any dashboard or reporting examples you would like me to follow.
