I will set up and optimize CRM sales operations in hubspot salesforce and zoho
Gig Summary
eCommerce Development, Operations and Workflow Specialist
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Need a clean, organized CRM system that actually supports your sales process instead of creating more confusion?
I will set up, organize, and optimize your CRM sales operations in HubSpot, Salesforce, or Zoho CRM so you can manage leads, opportunities, pipelines, follow-ups, and customer data more efficiently.
I can help you with:
- CRM setup and configuration
- HubSpot CRM setup
- Salesforce CRM organization
- Zoho CRM setup and customization
- Sales pipeline creation and optimization
- Lead and opportunity management
- Custom fields, stages, and properties
- Contact and company database organization
- CRM data cleanup and migration
- Sales workflow organization
- Follow-up process setup
- Dashboard and reporting structure
- CRM process improvement
My goal is to build a clear, practical sales operations system that helps your team track opportunities, reduce missed follow-ups, organize customer data, and manage the sales pipeline with better visibility.
Whether you are starting from scratch or improving an existing CRM, I can tailor the setup around your current sales process and business requirements.
Ready to organize and optimize your CRM sales operations? Send message
Clients I’ve worked with
WebsOnlineStore
Supported the ongoing development and operations of WebsOnlineStore, combining Shopify store management with website improvements, project coordination, workflow management, product operations, and digital initiatives. My role focused on keeping technical projects and day-to-day eCommerce operations organized while continuously improving the customer-facing store experience.
Apr 2026
but cute™
Shopify Store & Fulfilment Manager: Fulfilled Kickstarter orders via Shopify with accuracy & timeliness. Managed complaint & update sheets to resolve customer issues. Handled invoicing, tracking, and inventory updates efficiently. Coordinated with suppliers to ensure smooth operations. Orders/Products Google Sheets cleaning and managing. Provided daily progress updates for transparency.
Oct 2025
My Portfolio
FAQ
1. Which CRM platforms do you work with?
I currently work with HubSpot, Salesforce, and Zoho CRM for CRM setup, sales pipeline organization, contact management, data cleanup, and sales operations optimization.
2. Can you set up a CRM from scratch?
Yes. I can build your CRM structure from the beginning, including pipelines, stages, custom fields, contacts, companies, lead tracking, user setup, and sales process organization.
3. Can you clean or migrate my existing CRM data?
Yes. I can help with CRM data cleanup, duplicate removal, formatting, contact organization, and data migration from spreadsheets or another CRM platform.
4. Can you improve my existing sales pipeline and workflow?
Yes. I can review your current CRM setup, identify gaps, simplify your sales stages, improve lead tracking, and organize follow-up workflows to make your sales operations more efficient.
5. Do you provide dashboards and reporting setup as well?
Yes. I can help organize CRM dashboards, reports, sales metrics, pipeline visibility, and team tracking so you have a clearer view of leads, opportunities, and sales performance.
21 reviews for this Gig
| (19) | ||
| (0) | ||
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| (2) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
S stevewebs16

United Kingdom
Ongoing collaborationGreat work done on my website, kept me updated through the process 10/10
$600-$800
Price
1 day
Duration
Helpful?S stevewebs16

United Kingdom
Ongoing collaborationAmazing work for my brand, everything was done to a high standard well pleased and total recommend 10/10
$200-$400
Price
1 day
Duration
Helpful?S stevewebs16

United Kingdom
Ongoing collaborationAmazing work done to my website, so pleased and kept updated along the way 10/10
$50-$100
Price
2 days
Duration
Helpful?S stevewebs16

United Kingdom
Ongoing collaborationAll the updates that I asked for have been done to 100%, kept me updated every step of the way, would total recommend 10/10
$50-$100
Price
3 days
Duration
Helpful?M mikeyschu

United States
Ongoing collaborationHumera was incredible to work with! She went above and beyond to help me import my Kickstarter orders into Shopify, communicating consistently and making sure every detail was handled quickly and correctly. She’s professional, reliable, and genuinely cares about getting the job done right. I’ll absolutely...
$100-$200
Price
7 days
Duration
Helpful?
21 reviews for this Gig
| (19) | ||
| (0) | ||
| (0) | ||
| (2) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
S stevewebs16

United Kingdom
Ongoing collaborationGreat work done on my website, kept me updated through the process 10/10
$600-$800
Price
1 day
Duration
Helpful?S stevewebs16

United Kingdom
Ongoing collaborationAmazing work for my brand, everything was done to a high standard well pleased and total recommend 10/10
$200-$400
Price
1 day
Duration
Helpful?S stevewebs16

United Kingdom
Ongoing collaborationAmazing work done to my website, so pleased and kept updated along the way 10/10
$50-$100
Price
2 days
Duration
Helpful?S stevewebs16

United Kingdom
Ongoing collaborationAll the updates that I asked for have been done to 100%, kept me updated every step of the way, would total recommend 10/10
$50-$100
Price
3 days
Duration
Helpful?M mikeyschu

United States
Ongoing collaborationHumera was incredible to work with! She went above and beyond to help me import my Kickstarter orders into Shopify, communicating consistently and making sure every detail was handled quickly and correctly. She’s professional, reliable, and genuinely cares about getting the job done right. I’ll absolutely...
$100-$200
Price
7 days
Duration
Helpful?
