I will setup dynamic 365 airtable odoo crm sales pipeline inventory and data migration

United Kingdom

I speak English, Spanish, French

CRM AND PROJECT MANAGEMENT SPECIALIST

Hello Meet Stefanie Keke, a CRM specialist focused on helping businesses organize sales operations, automate workflows, and manage customer relationships more effectively. I work with Zoho CRM, HubSpo...
About this Gig

I will set up Microsoft Dynamics 365, Airtable, and Odoo CRM for sales pipelines, inventory, customer management, and data migration. I can configure your CRM around leads, contacts, opportunities, customers, products, sales, and inventory.


I also handle CRM data migration, field mapping, data cleanup, pipeline setup, inventory configuration, custom fields, user access, and Excel/CSV imports. Whether you are moving from spreadsheets or another CRM, I can organize your data and prepare the new system for daily use.


SERVICES INCLUDE

  • Dynamics 365 CRM setup
  • Airtable CRM setup
  • Odoo CRM setup
  • Sales pipeline setup
  • Lead & contact management
  • Inventory & product setup
  • CRM data migration
  • Excel/CSV data import
  • Field mapping & cleanup
  • Custom fields & views
  • Sales stages
  • User roles & permissions
  • Migration testing


WHY CHOOSE ME

  • Multi-platform CRM setup
  • Sales & inventory focused
  • Organized data migration
  • Workflow-based setup


Platforms: Dynamics 365, Airtable, Odoo CRM, Odoo Inventory, Excel, Google Sheets, CSV, Salesforce, HubSpot, Zoho, Pipedrive, Monday CRM, Bitrix24, Freshsales, SharePoint.


Send your data, current platform, and CRM requirements to get started.

Software:

Microsoft Dynamics

Industry:

Business services & consulting