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I will clean up migrate and automate your CRM pipeline
Grace
About this gig
Is your CRM messy, outdated, full of duplicate records, or difficult to manage?
I will clean up your CRM data, migrate your CRM safely, and automate your sales pipeline for a more organized and efficient workflow.
What I can help with
- CRM data cleanup and deduplication
- Contact and company data organization
- CSV/Excel to CRM data import
- CRM migration and field mapping
- Pipeline and deal stage setup
- Sales pipeline automation
- Workflow and task automation
- Tags, properties, fields, and segmentation
- Data formatting and validation
- Post migration cleanup and optimization
I can work with HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Monday CRM, Freshsales, Copper, Close, and other CRM platforms.
My process
- Review your current CRM and data
- Clean and organize your records
- Map fields and migrate data
- Configure your pipeline
- Build and test automation
- Check the final system
Whether you need CRM cleanup, CRM migration, pipeline setup, or CRM automation, I will help turn your messy system into a clean, structured, sales ready CRM.
Message me before ordering so I can review your requirements and recommend the right package.
Get to know Grace
Grace
SharpSpring Emarsys Email Automation CRM and SMS Marketing Expert
- FromUnited States
- Member sinceMay 2026
- Avg. response time1 hour
Languages
English, Dutch, German, Italian, Portuguese
Professional SharpSpring, Emarsys, BigMailer.io, and EZ Texting expert specializing in email marketing, email automation, SMS marketing, CRM automation, lead generation, landing pages, email campaigns, API integration, workflow automation, and sales funnels. Skilled with GoHighLevel CRM, HubSpot, Klaviyo, Mailchimp, ActiveCampaign, Salesforce, Zoho CRM, Keap, SendGrid, Pipedrive, ConvertKit, Twilio, and Zapier for high converting automation and targeted leads.
FAQ
What CRM platforms do you support?
I can work with HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Monday CRM, Freshsales, Copper, Close, and other CRM platforms.
Can you remove duplicate CRM contacts?
Yes. I can identify and remove or merge duplicate contacts based on your preferred cleanup rules.
Can you migrate my CRM data?
Yes. I can migrate contacts, companies, deals, fields, tags, and other supported CRM data while mapping the information correctly.
Can you migrate data from Excel or CSV?
Yes. I can clean, format, map, and import CSV or Excel data into your CRM.
Can you fix my sales pipeline?
Yes. I can organize pipeline stages, deal properties, lead statuses, and other pipeline elements to improve tracking.
Can you automate my CRM pipeline?
Yes. I can create workflow automation for lead assignment, stage updates, follow ups, tasks, notifications, and other supported processes.
Will my data be safe during migration?
Yes. I handle CRM data carefully and recommend creating an export or backup before major changes are made.
Can you clean my CRM before migration?
Absolutely. Cleaning and organizing data before migration can help prevent duplicate, incomplete, or incorrectly mapped records.
Can you work with a CRM not listed here?
Yes. Send me the CRM name and your requirements before ordering so I can confirm compatibility.
Can you handle a large CRM database?
Yes. Large databases can be handled through a custom offer based on record volume, CRM platforms, migration requirements, and automation complexity.
