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Development & IT Consultation with Robert D.

5.0 · 66 reviews

Development & IT Consultation with Robert D.

5.0 · 66 reviews

Looking for a new CRM or Help Desk? There are so many systems out there and my clients have shared that it can feel overwhelming trying to pick the right one for your team. Great news: I'm here to help offer you expert-level advice and honest guidance about major CRM or Help Desk platforms. I'm a certified partner and expert for several leading systems, including HubSpot, Gorgias, Freshdesk, Freshsales, Pipedrive, Salesmate, Zendesk, Intercom, and more.

I also once spearheaded a Kickstarter project that landed at 150% of its original goal and is ranked in the top 1% of "beverage" projects of all time, so I frequently consult on crowdfunding, too.
Get personalized advice on:
AI Integration Chatbot Development Ecommerce Development IT Support & Services Website Builders & CMS crm software pipedrive gorgias hubspot helpdesk

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Robert D.Status: Offline

About Robert

Robert D.Status: Offline
Help Desk & CRM Consultant | Automation Expert | Customer Service, CX
96% Job Success
5.0  (66 reviews)
2 contracts in progress
Houston, United States - 2:54 pm local time
I believe in providing the kind of support that's so good your customers will tell their friends about it--and providing you the tools you need to make this happen.

Looking for assistance in getting your help desk, CRM, or sales software configured from A-to-Z? I'm here for you and your business!

I have more than 10 years of experience implementing customer service software for projects large and small--including for teams using phone, email, social media platforms, and chat.

In addition, I believe customers judge us not on the mistakes we make, but on the type of resolution we provide for them. Often times, how we fix a customer's problem is an opportunity to gain their trust for life. I love digging into an existing implementation and looking for ways your team can be more efficient while still keeping personal touches. I excel at automation and workflow configurations and improvements.

I have expertise in all major customer service systems, including Gorgias, Hubspot Service Hub, Freshdesk, Intercom, Zendesk, Front, eDesk, Zoho, Helpscout, WordPress, Podio, Pylon, and more. I also specialize in channels like Slack Connect, LinkedIn messaging, Instagram and Facebook messages, SMS, phone, voice, and more.

I am also an expert at sales CRMs, including Pipedrive, HubSpot Sales Hub, Freshsales, Zendesk Sell and Zendesk Sales Suite, Salesmate, and more.

Additionally, I have expert-level experience in implementations of Shopify, ShipStation, ReCharge Apps, Bold Subscriptions, ClickUp, Asana, Google Keep, MS Office, QuickBooks, WaveApps, and numerous other cloud-based solutions. I also have substantial expertise in Zoom, Skype, Microsoft Teams, and Slack for any remote team/work consultations.

Finally, automation with systems like Zapier and Make are one of my key specialities. They connect anything to everything! If you can dream it, I can build it. Some popular platforms I connect are phone systems like Aircall or Justcall and signing platforms like PandaDoc.

One of my key projects has been leading a customer service team for a startup coffee subscription company, which experienced 450% growth in its first year. I also personally provided, for several years, luxury customer service for an independent hotel that, according to TripAdvisor, is one of the "Top 10 rated" properties in its country.

One white-glove service I also offer, on a limited basis, is expert-level customer service for high-end clients for short-term events (such as before, during, or after a Kickstarter launch). I also have a separate team of people providing fractional customer service--please ask me about this!

No matter your product or service, I will study all documentation you send me to become an expert so that I can provide exemplary, tailored service for your project. I do not shy away from projects that require technical knowledge, either. In addition, I am a native English speaker and a fluent Spanish speaker.

Whenever I take on a project, I work to meet and exceed all expectations and requirements, and I always meet or beat a deadline. Let's provide your customers with support they'll rave about to their friends.

What to expect

Schedule the consultation
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Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
    Before the consultation

    Here’s what Robert will need to know before you meet

    1. What type of solution are you looking for? A CRM, a help desk, or a unified platform that handles both pre/post-sale interactions?
    2. What kind of project is this?
    3. How many team members will be using this system? (Note: if you need both a CRM and a Help Desk, please break down the approximate users for each) This helps me determine price points if budgeting is a concern.
    4. On a sliding scale from 1-5, what kind of customer experience do you wish to provide in sales and/or support? 1 = Completely manual: your customers very much value human interaction 5 = Completely automated: very little manual work or human touch
    5. Please share anything else that I should know, i.e. reasons for needing a new software platform. Remember--the more information you share with me in advance, the better it helps frame the direction of our call. I can't wait to connect with you!
    6. Finally, please share your e-mail address so that I can send you an invite to any demo software we might review during or after your call.
    Rating is 5.0 out of 5.
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    BM
    Bob M.
    5.0
    Oct 15, 2025
    Robert is wonderful! Great discussion. Very knowledgable. Very valuable.
    JM
    John M.
    5.0
    Apr 28, 2025
    Understood the problem, had a plan and experience to execute. We are moving forward we the team.
    JK
    Julia K.
    5.0
    Jan 23, 2025
    FU
    Fellowship U.
    5.0
    Dec 30, 2024
    EC
    Eric C.
    5.0
    Feb 28, 2024
    Very knowledgable and confirmed some concerns that I had about our proposed stack.