I will set up your CRM or migrate your contacts with clean deduplicated data

United States

I speak English, German, Spanish

Sales and fulfillment automation with CRM, APIs and Claude AI agents

Small businesses lose deals between inbox, spreadsheet and CRM. I automate complete workflows in sales and fulfillment: leads, CRM, follow-up, delivery and reporting, with Claude where it takes judgme...
About this Gig

Your contacts sit in three places and nobody trusts the numbers? I set up a CRM your team actually uses, or move your data into one without duplicates. And I build the complete workflow around it, from the first contact to the report.


What you get:

  • Contacts cleaned and deduplicated before import, with a report of what was merged or dropped
  • Pipelines, stages, custom fields and follow-up tasks that match how you sell
  • Import from spreadsheets or another CRM, with a field mapping you approve first
  • Automations for follow-up reminders, stage changes and owner assignment
  • The complete workflow: new leads land in the right stage, follow-ups are scheduled, and a report arrives
  • A short written guide so your team runs it without me


CRMs: HubSpot, Salesforce, Zoho, Zendesk, Close, Pipedrive, or a lightweight CRM on Google Sheets or Supabase.


I run my own lead system on a CRM I built: contacts from several sources, checked against existing records and a blocklist before anyone is contacted, with stages and follow-up dates.


Message me before ordering if your CRM is not listed, so we can confirm the scope.

Software:

HubSpot

Industry:

Business services & consulting

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Energy

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Real estate

My Portfolio