I will set up and optimize your CRM workflow and client pipeline

Yes. I work with multiple CRM and client management platforms. If your CRM isn't listed, message me with the platform name before ordering so I can confirm support.

Choose Basic to review and clean up an existing CRM, Standard for an organized pipeline and core client workflow, and Premium for a more complete lead-to-client journey with multiple agreed-upon workflows and automation.

Yes. I can review and improve an existing CRM, including pipelines, client stages, tags, workflows, automation, and overall organization, based on your selected package.

Yes. If you're starting with a new CRM, I can help structure the pipeline, client stages, tags, workflows, and agreed-upon automation based on your business process and package.

Yes. Appropriate account access or a user invitation may be required depending on the work. Please do not send passwords through the initial inquiry.

No. CRM subscriptions, premium features, paid integrations, and other third-party software costs are not included in the Gig price.

Yes, for agreed-upon migration projects. Because CRM migrations vary by platform, record volume, fields, cleanup, and mapping requirements, please message me before ordering larger migrations.

Yes. Workflow and automation setup is available based on your package. More complex or additional automations can be added as a Gig Extra or quoted separately.

Yes. Forms and onboarding workflows can be included where required and supported by your CRM. The exact setup depends on your selected package and workflow needs.

A revision covers reasonable adjustments to the originally agreed setup. New pipelines, workflows, automations, integrations, forms, or requests outside the original scope may require an additional fee.