p
peterson00123

Peter L

@peterson00123

CRM setup and optimization that turns leads into organized sales workflows

Nigeria
Englisch, Italienisch, Deutsch, Spanisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
Need a CRM that feels organized, usable, and built around your sales process? I help businesses set up and optimize CRM systems across sales, support, marketing, and lead management, including GoHighLevel, Pipedrive, Kommo, Zoho, Bitrix24, ActiveCampaign, Zendesk, Odoo, and more. I focus on clean pipelines, practical workflows, automation, and reliable handoffs. Tell me what is not working, and I’ll help map the right CRM setup.... Mehr lesen

Kompetenzen

p
peterson00123
Peter L
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

CRM-Management
I will setup kommo CRM bitrix24 bigin by zoho CRM monday CRM shape CRM teamgate CRM
Ab10 $ / ProjektWeitere Details
CRM-Management
I will setup zendesk sell CRM sugarcrm CRM sage freeagent CRM prophet CRM maximize CRM
Ab10 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

Kwork

CRM Migration & Process Organization

Kwork • Freiberufler

Jul 2026 - Sep 2026 • 2 mos

The business needed a CRM environment that was easier to organize and use as its customer and sales processes evolved. I approached the work by reviewing the information structure, identifying the important customer and sales data, and organizing the CRM around usable pipelines and workflows. The focus was on creating a clean operational foundation that could support everyday sales and customer management without unnecessary complexity. CTA: If you're moving to a new CRM or restructuring an existing one, let's talk about the setup.

Upwork

Upwork

Freiberufler • 6 mos

CRM Setup & Sales Pipeline Specialist

Jun 2026 - Sep 2026 • 3 mos

The business needed a more organized way to manage leads, opportunities, follow-ups, and customer information. I focused on translating its sales process into a practical CRM structure rather than adding unnecessary complexity. The work involved organizing contacts, designing sales stages, configuring fields, and structuring pipelines around the team's workflow. The resulting setup gave the business a clearer process for managing prospects and moving opportunities through the sales cycle. CTA: If your CRM feels messy or difficult to manage, let's discuss your workflow.

CRM Implementation & Workflow Setup

May 2026 - Aug 2026 • 3 mos

The company needed its CRM to better support day-to-day sales activity and reduce manual administrative work. I approached the project by first mapping the existing process, then translating key steps into CRM pipelines, tasks, fields, and workflow automation. The solution was designed to make lead management more consistent while keeping the system practical for the people using it. The project demonstrates how a CRM can be structured around an actual business process rather than treated as a generic database. CTA: Contact me if you want your CRM structured around how your business actually operates.