CRM setup

Freelance CRM Setup, Automation & Lead Generation Specialist About Us TD in UK is a professional language services provider specialising in interpreting and translation services. We support businesses, healthcare providers, public sector organisations, legal professionals, and other institutions with reliable multilingual communication solutions. We work with a growing network of qualified freelance interpreters across the UK and are focused on scaling our operations efficiently. Project Overview We are looking for a freelance CRM, Automation, and Lead Generation Specialist to help us build a scalable sales and recruitment process. We are not looking for someone who only sets up software. We are looking for a proactive professional who can recommend the right CRM structure, automate workflows, improve lead management, and help generate qualified business opportunities. Responsibilities CRM Setup & Optimisation * Review our current sales and recruitment processes * Recommend and set up an appropriate CRM system * Create pipelines for: * Client acquisition * Lead management * Interpreter recruitment * Business development * Configure custom fields, stages, tags, and reporting * Ensure the CRM is easy to use and scalable Automation * Set up automated workflows and follow-up sequences * Automate lead capture and lead assignment * Create email and task automation where appropriate * Integrate forms, website enquiries, and other lead sources * Reduce manual administrative work through automation * Create clear documentation of all workflows Lead Generation * Recommend and implement lead generation strategies * Build systems for capturing and nurturing leads * Support outreach campaigns targeting potential clients * Improve conversion from enquiry to client * Develop processes for tracking lead sources and performance * Suggest tools and systems to increase sales opportunities Recruitment Process Optimisation * Create workflows for interpreter recruitment and onboarding * Automate candidate tracking and communication where possible * Improve recruitment pipeline visibility and efficiency Objectives * Implement a professional CRM system * Create efficient automated workflows * Improve lead capture and lead management * Generate qualified business opportunities * Improve sales pipeline visibility * Support interpreter recruitment through streamlined processes * Reduce manual work and increase operational efficiency Requirements * Proven experience with CRM implementation and optimisation * Experience with automation tools and workflow design * Understanding of sales pipelines and lead generation * Experience with recruitment workflows is an advantage * Ability to recommend practical, cost-effective solutions * Strong problem-solving and process improvement skills * Excellent communication in English Preferred Experience Experience with one or more of the following: * Bigin * Pipedrive * Zoho CRM * GoHighLevel * Zapier * Make * CRM reporting and dashboard creation * B2B lead generation Deliverables * CRM setup and configuration * Sales and recruitment pipelines * Automation workflows * Lead management process * Documentation and recommendations * Performance dashboards (if applicable) * Training or handover documentation Budget * Please provide: * Your hourly rate or fixed project fee * Estimated implementation timeline * Recommended CRM and automation tools * Examples of similar projects completed * Long-term collaboration is preferred if results are satisfactory. To Apply Please provide: 1. Examples of CRM systems you have implemented. 2. Automation workflows you have built. 3. Experience with lead generation and sales process optimisation. 4. Your recommended CRM stack for a growing language services company. 5. A brief explanation of how you would help TD in UK: * Generate more qualified leads * Improve sales efficiency * Automate repetitive tasks * Streamline interpreter recruitment and onboarding We are looking for a results-oriented specialist who can help us build a scalable CRM and automation system that supports both business growth and interpreter recruitment.