I will setup zoho crm monday pipedrive freshsales capsule sales automation workflows

Nigeria

I speak English, French, Spanish, German

CRM AUTOMATION SPECIALIST

Hi, I’m Sophie, a CRM Automation Specialist helping businesses simplify their sales and customer management processes. I help solve common challenges like missed follow ups, disorganized leads, manual...
About this Gig

SALES CRM SETUP & AUTOMATION WORKFLOWS


Managing leads across multiple systems can create missed follow ups, disorganized customer data, and unnecessary manual work. I help businesses build structured CRM workflows that make sales processes easier to manage and automate.


Using Zoho CRM, Monday.com, Pipedrive, Freshsales, and Capsule CRM, I can configure your sales system around your business process and customer journey.


What I can help with:


  • CRM setup and customization
  • Lead and contact management
  • Sales pipeline configuration
  • Deal stages and tracking
  • Lead assignment workflows
  • Follow-up and reminder automation
  • Email and notification workflows
  • Custom fields, tags and views
  • Contact and data organization
  • Task and sales activity automation
  • CRM integrations
  • Workflow testing and optimization


Whether you're launching a new CRM or improving an existing system, I'll create a practical setup that helps your team organize leads, manage opportunities, and keep sales activities moving.


Let's turn your CRM into a cleaner and more efficient sales workflow.


Message me before ordering with your requirements so I can understand your current setup and recommend the right solution.



Software:

Freshsales

Industry:

Business services & consulting

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Construction

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Software