I will set up and organize your CRM for better client management

Muriel B

France

I speak English, French

Your Swiss army knife operations partner

10+ years in web project management. I help small businesses get organized, save time and scale smarter. I'm who you call when your tools are a mess and processes don't exist yet. What I do: → Notion ...
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About this Gig

Losing track of leads? Forgetting follow-ups? I'll set up a CRM system that fits your business whether it's Notion, HubSpot, Airtable, or another tool you already use.

I don't just configure software I design a client management process that your team will actually follow.


What's included:

  • CRM architecture & pipeline design
  • Contact database with segmentation & tags
  • Follow-up tracking & reminder workflows
  • Client onboarding process setup
  • Quality tracking & satisfaction monitoring
  • Team training documentation


My approach: I start by understanding how you sell and serve clients today, then build a system around that reality. No over-engineered setups just what works.

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set up and organize your CRM for better client management
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set up and organize your CRM for better client management

Software:

Other

Industry:

Nonprofit

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Travel & tourism

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Wellness

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