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English
$
USD
I will organize your CRM and optimize business workflows
Your Business Partner
I’m a tech-savvy Virtual & Business Assistant helping entrepreneurs and small businesses save time, streamline operations and stay organised.
With experience in administration, marketing, customer se...
About this Gig
Is your CRM disorganised, your sales process unclear, or your business workflow more complicated than it needs to be?
I help entrepreneurs and small businesses organise their CRM systems and streamline their daily operations.
With experience in business administration, customer service, data organisation and business processes, I focus on practical solutions that make your work more structured and efficient.
MY SERVICES INCLUDE:
- CRM organisation, data cleanup
- Bitrix24, Asana, Zoho CRM support
- Lead and client pipeline organisation
- Contact database management
- Sales process and workflow mapping
- Task and follow-up process organisation
- Notion workspace organisation
- Standard Operating Procedures (SOPs)
- Excel and Google Sheets data organisation
WHAT YOU CAN EXPECT:
A clearly defined scope, organised information, documented processes and practical recommendations tailored to your business.
Whether you are starting with an existing CRM or improving an established workflow, I will help you create a more structured way of working.
Ready to improve your business operations? Send me a message before ordering to discuss your current setup, requirements and the right package for your needs.
Software:
Other
Industry:
Business services & consulting
•
E-Commerce
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Real estate
FAQ
1. Which CRM platforms do you work with?
I can assist with Bitrix24, Asana and Zoho CRM organisation, data management and workflow structure. Please contact me to confirm your platform and requirements before ordering.
Can you organise my existing CRM without rebuilding it?
Yes. I can review your existing structure and help organise records, fields and pipeline stages within the agreed scope.
Can you build a sales pipeline?
Yes. I can help configure or refine pipeline stages based on your sales process and the capabilities of your CRM plan.
Can you remove duplicate contacts?
Yes, duplicate identification and cleanup can be included within the agreed record limit. I will clarify the cleanup rules before making changes.
Do you create automated workflows?
I can assess your workflow requirements and help with supported, clearly scoped configurations. Complex integrations, custom API development and advanced automation require separate assessment.
Can you work with Notion?
Yes. I can help organise Notion databases, task trackers, process documentation and business workspaces within the agreed scope.
What are SOPs, and can you create them?
Standard Operating Procedures are documented instructions for recurring business tasks. I can create clear process documents based on your existing workflow and requirements.
What access do you need?
I need the relevant instructions, current process information and appropriate access to the tools involved. Use secure, authorised access methods and never share passwords in Fiverr messages.
Can you migrate my CRM data?
Small, straightforward data transfers may be possible after reviewing the source and destination formats. Large migrations, complex field mapping and integrations require a custom quote.
Can you help improve my business processes long-term?
Yes. Contact me to discuss ongoing CRM maintenance, process documentation and workflow improvements. The scope and price will be agreed before any additional work begins.
