I will salesforce hubspot crm clickup zohocrm makecom automation microsoft dynamics 365

United States

I speak English, Spanish, German

Custom Websites, CRM Setup, Business Automation

Hello! Welcome, i'm Morgan Transform your business with a high performing website and CRM system built for growth. I help startups, entrepreneurs, and growing businesses design conversion focused webs...
About this Gig

Is your CRM full of duplicate data, broken workflows, manual tasks, or reports you can't trust? Maybe your sales process works in theory, but your team still spends hours moving data between CRM platforms.


I help you fix the gaps and turn your CRM into a system your team can actually use.


I CAN HELP WITH:

  • CRM setup, cleanup and customization
  • Salesforce, HubSpot, Zoho & Dynamics 365
  • ClickUp CRM and workflow setup
  • Make.com automation and integrations
  • Lead capture, routing and follow up
  • Data migration, import, cleanup and duplicate removal
  • CRM workflows, pipelines, dashboards and reports
  • Broken automation and integration troubleshooting
  • CRM to CRM and app to CRM connections
  • Process mapping, testing and documentation


Whether you are starting from scratch, moving from another CRM, fixing an existing setup, or trying to remove repetitive work, I'll first understand how your process works, identify what is causing the problem, then build or fix the system around it


The goal is simple:

Cleaner data, fewer manual tasks, better follow-up, and a CRM your team can rely on.


Message me with your current setup and the problem youre facing, and let's work through it

Software:

Salesforce

Industry:

Biotech

Business services & consulting

My Portfolio