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English
$
USD
I will set up your CRM pipeline in gohighlevel or clickup
CRM and Pipeline Specialist
I help online businesses set up and organize CRM systems, pipelines, and lead tracking processes so they can manage leads efficiently and improve conversions.
Experienced in handling high-volume inbo...
About this Gig
Struggling with a messy CRM or losing track of leads?
I help coaches, agencies, and online businesses set up clean, organized CRM pipelines in GoHighLevel or ClickUp so you can track leads, manage follow ups, and close more deals without confusion.
What I can do for you:
- Set up a clear CRM pipeline from lead to closed
- Organize contacts, tags, and custom fields
- Build simple workflows to manage tasks and deals
- Set up automations based on your needs
- Integrate calendars for booking
- Create dashboards for quick visibility
- Whether you are starting from scratch or fixing a messy system, I will build a CRM that works for your business, not against it.
Tools I use:
- GoHighLevel and ClickUp
Best for:
- Coaches and consultants
- Agencies
- Service based businesses
- Online entrepreneurs
I focus on simple, functional systems that help you stay organized, follow up faster, and convert more leads.
Message me before ordering so I can understand your workflow and recommend the best setup.
Business type:
Startups
•
Solopreneurs
Service type:
Workflow optimization
•
Other
My Portfolio
FAQ
What do you need from me to get started?
I’ll need access to your GoHighLevel or ClickUp account, plus a quick overview of your current workflow (how you handle leads, follow-ups, and sales). If you’re unsure, I can guide you.
Can you work with my existing CRM setup?
Yes! I can clean up, optimize, and improve your current pipeline if you already have one, or build a new one from scratch if needed.
Do you provide training on how to use the CRM?
Yes, I can provide a Loom walkthrough or simple documentation so you can easily manage your system after setup.
Are you available for long-term work?
Yes! I’m open to long-term collaboration for ongoing CRM management, updates, and optimization as your business grows.
Reviews
2 reviews for this Gig
| (1) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J 
jaxwedel
Norway
I appreciated working with her, and I look forward to ordering from her in the future. The data entry had some challenges in the beginning, but the effort had good value.
Up to $50
Price
2 days
Duration
L 
Seller's Response
Helpful?O ozolinso
Latvia
Margieline was extremely good and efficient in finding the necessary data for our lead generation campaign. I definitely recommend her these type of work.
Up to $50
Price
4 days
Duration
L Seller's Response
Helpful?
Reviews
2 reviews for this Gig
| (1) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J jaxwedel
Norway
I appreciated working with her, and I look forward to ordering from her in the future. The data entry had some challenges in the beginning, but the effort had good value.
Up to $50
Price
2 days
Duration
L Seller's Response
Helpful?O ozolinso
Latvia
Margieline was extremely good and efficient in finding the necessary data for our lead generation campaign. I definitely recommend her these type of work.
Up to $50
Price
4 days
Duration
L Seller's Response
Helpful?
