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Need a CRM that is organized, easy to use, and built around your sales process? I can configure your CRM, clean up your workflow, and connect the tools you use.

What I can help with:

• CRM account & user setup
• Contact & lead management
• Sales pipeline configuration
• Custom fields & data organization
• Workflow & task automation
• Lead capture & follow-up
• Email & campaign setup
• CRM integrations
• Dashboards & reporting
• Testing & troubleshooting

Also available:

Data import & migration

CRM cleanup

Automation optimization

Forms & landing pages

Team onboarding & guidance

Whether you need a quick setup or a complete CRM workflow, I can tailor the system to your business.

Message me now to discuss your CRM requirements and get started.