I will setup churnzero gainsight totango intercom planhat mixpanel freshsuccess vitally

Kenya

I speak English

An Expert In workflow CRM Automation setup

Hello!! Dear Buyer, My Name is Mary I build CRM systems that give businesses full control over their customers, leads, and daily operations. My goal is to turn complex or messy processes into a smoot...
About this Gig

I will set up your customer success CRM and client retention system


HELLO!! DEAR BUYER,


It's a pleasure to have you here, I help businesses build customer success systems that make it easier to track onboarding, client health, renewals, follow-ups, and long-term retention.


I will organize your platform so you can manage customer journeys, monitor activity, reduce churn, and improve communication with your clients. Whether you run a SaaS business, subscription service, agency, or support team, I can create a setup that helps you build stronger customer relationships and keep clients longer.


Features Included:


  • Customer onboarding workflow setup
  • Client health score structure
  • Renewal and retention tracking
  • Contact and account organization
  • Customer journey and lifecycle setup
  • Follow-up reminders and task automation
  • Team roles and permission settings
  • Dashboard and reporting setup
  • Existing account cleanup and optimization
  • Segmentation for active, inactive, and at-risk customers


A strong customer success system helps you stay proactive, improve retention, and create a better experience for every client.


Send me a message today and lets build a setup that supports your growth!!!

Software:

Salesforce

Industry:

Data analytics

Marketing & advertising

Software

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