Hire the Best Agile CRM Specialists
in the United States

I am a marketing automations specialist focusing on CRM system consultation, implementation & maintenance. I have experience providing services for users of Agile CRM, Active Campaign, Hubspot, Zoho, Freshsales, Zapier & many others. I have assisted hundreds of users with their CRM & marketing automation systems. I understand how to use these systems & I can help you make them work for your business. I can completely set up your system & I can teach you how to use it. I can complete smaller projects for you or if you are already an experienced user, I can also assist you in making sure you are using the system to its fullest potential. Many of my clients are long-term clients who desire continued assistance. My background also includes web development, customer support, software support, customer success & mobile application assistance.

I help businesses improve customer retention, streamline operations, optimize CRM systems, and create scalable processes that support growth. With 20+ years of experience in customer success, operations, healthcare, and telehealth, I specialize in turning inefficient workflows into organized, measurable systems. Over the years, I’ve worked on improving customer experiences, organizing workflows, resolving complex issues, and keeping systems running smoothly and efficiently. I’m comfortable analyzing processes, improving CRM performance, maintaining accurate data, and helping teams work more productively. I also have experience training and supporting customer service teams by creating clear processes, improving communication, and helping teams deliver better customer experiences consistently. I enjoy working in fast-paced remote environments and adapt quickly to new tools, systems, and workflows. Whether it’s CRM management, customer support, workflow organization, or process improvement, I focus on creating practical solutions that save time, reduce inefficiencies, and support business growth. ⭐How Can I Help? • CRM Audits & Optimization (HubSpot, GHL, Zendesk) • Customer Success Process Development • SOP Creation & Documentation • Telehealth Operations & Intake Workflows • AI-Powered Lead Follow-Up Systems • Patient & Client Journey Mapping • Customer Retention Programs • Team Training & Process Implementation • EMR Migration & Workflow Design Core Skills & Tools: CRM & Systems Optimization: HubSpot • GoHighLevel • Zendesk • IntakeQ (EMR setup, forms, templates) • Launch27 Customer Service & Team Development: Team Training • SOP Creation & Documentation • Process Improvement • Customer Journey Mapping • Issue Resolution • Account Management Communication & Collaboration: Zoom • Slack • Microsoft Teams • Intercom • Klara (HIPAA-compliant) • GoToMeeting • Tawk.to Marketing & Content Tools: WordPress • Canva • Social Media Management • Ad Creation • Marketing Automation • Sales Message Administrative & Productivity Tools: Medical/Telehealth •Tebra •IntakeQ (Assisted in complete patient migration and setup for 10,000 patients) Telehealth Management •Advanced Glp-knowledge and patient guidance • Knowledgable in peptides and Hormones replacement therapy

5+ years experience managing Agile software development Projects and Products. I excel at bringing the harmony and creating the environment required to facilitate smooth collaboration between cross-functional teams and stakeholders to deliver best project/product values even under stringent budgetary and time constraints. The following are some of my capabilities: 1. I am have experience with UX Research, Usability Testing & User Research 2. Experience and Certification in Agile & Scrum 3. Extensive experience with remote and distributed teams 4. Experience with startups, SaaS, mobile and web applications 5. Experience with Healthcare EHR, HIPAA, HR Tech, Operations & Work Management Tech, IoT, Chatbots, 6. Experience with Insurance Tech, Financial Tech, Education Tech, Big Data and AI. 7. Budding Digital Transformation Professional 8. Experience with JIRA, Confluence, Asana, Gitlab, Figma, and other modern project/product management tools. 9. Experience with Product Strategy and Roadmap Development and Management 10. Team Leadership and Stakeholder Facilitation 11. Got-To-Market Strategy and Metrics/KPI management 12. API integration management 13. Experience with Web Development 14. Experienced with Software Development (C# and Javascript) # PMP-ACP | Agile Certified Professional: In View # Certified Scrum Product Owner # Certified Scrum Master MY PLUM REVIEW app.plum.io/profile/769c8a909a3a3c503141df9eb93ca1955088807f

I support revenue teams on the operational side of the business: keeping the CRM clean and current, keeping pipeline data accurate, documenting the process so it holds as a standard, and producing the reporting leadership works from. I am at my best owning that layer entirely, so the people running the business are working from numbers and process they never have to question. My background is in luxury real estate, interior design, high-value e-commerce, and multi-stage projects where I coordinated milestone deliverables end to end and held the schedule together across multiple coordinators and stakeholders. What I do: CRM cleanup and data hygiene. Deduplication, field standardization, and deep auditing. Pipeline and lifecycle support. Stage definitions and exit criteria that hold the same meaning across marketing, sales, and leadership. Process documentation. SOPs, playbooks, and handoff procedures. Onboarding and enablement systems. Client onboarding and internal ramp, built as a repeatable path and predictable outcomes. CRM Experience: Extensive hands-on experience across HubSpot and Salesforce, supporting live sales and revenue teams. Opportunity and pipeline management, lead lifecycle and nurture flows, reporting and dashboards, list hygiene, and the ongoing operational maintenance that keeps the data reliable and the foundational structure correctly aligned to the business architecture. What I bring is a working understanding of a CRM as a connected ecosystem rather than a set of screens: how the objects, properties, and automation actually relate to each other underneath the interface. → Why a report and a dashboard disagree when both are technically correct → How lifecycle stages and deal stages drift apart → Where duplicate records come from and why they keep coming back → How to get real utilization out of an instance rather than surface configuration → How to spot weaknesses in the foundational structure early, and flag the downstream problems a shaky data model will produce months before anyone connects the two I hold multiple HubSpot certifications spanning the sales, marketing, service, reporting, and data integration side of the platform, and I keep current on both HubSpot and Salesforce as their frameworks and capabilities continue to evolve. The operational stack: I am technically strong across the full remote operations toolset, from project and task management through documentation, shared workspaces, spreadsheets, e-signature, and collaboration platforms. I enjoy learning new systems and bring a structured, methodical approach to every deliverable that runs through them. I am not looking to work at the surface of the task list. I hold the operational discipline underneath it, so the data stays structured, the process stays documented, and the reports coming out of it are numbers every stakeholder can genuinely rely on. If you need someone to take that side of the operation off your plate and keep it running properly, I would be glad to talk.

Worried about stalled projects, missed deadlines, or team misalignment? Stalled projects costing you time and money? As a seasoned project manager with 15+ years rescuing underperforming initiatives, I turn chaos into on-time, under-budget successes—boosting efficiency by 30% and cutting churn by 20% for energy, tech, and retail clients using Agile/Scrum and tools like monday.com, ClickUp, and SAP. What sets me apart: Driving Results: Scope, rally teams, and hit milestones fast. "Jayne redirected our troubled Salesforce CRM conversion and got us to go-live." (CEO, $22K+ CRM/ERP Upgrade) | "Jayne is incredible—talked me off the ledge and crushed the project in one hour!" (5.0 Client, Recent Rescue) Cross-Functional Leadership: Align diverse stakeholders, negotiate priorities, and deliver excellence. Rescued a $5M SFDC project on budget; "Excellent addition—provided rare leadership skills." (Team Lead, $30K+ Contract) | "Great project and person manager—sunny and collaborative with ClickUp mastery." (Training Company, New Process Stand-Up) Proactive Innovation: Leverage cutting-edge skills with certifications in Generative AI for Project Managers (IBM/SkillUp, 2025), Prompt Engineering Basics (IBM, Nov 2025), Regulatory Compliance Specialization (University of Pennsylvania, 2021-2025 courses at 92-97% grades), SAP Professional Fundamentals (SAP, 86% grade), Introduction to Blockchain Technologies (INSEAD, 88% grade), SCRUM Master Certified (Vabro.ai, 2021), and monday.com badges (Advanced Workflow & Implementation, 2023). This enables AI-driven risk mitigation, compliance assurance, and efficient executions with Python/SQL. Background spans high-tech, cyber-security, e-commerce, energy, manufacturing, and education; methodologies include Agile, Waterfall, PMI. All projects 5.0-rated, $50K+ earnings. Ready for your project rescue, AI optimization, or compliance audit? Message me for a free 30-min consultation—let's deliver ROI today!

I help businesses streamline complex technical projects and deliver scalable digital solutions. I’m Eli Vidal, a Top Rated Plus Freelancer, MBA graduate, and Google-certified Project Manager with 6+ years of experience leading SaaS, CRM, and software development projects. My background bridges both technical knowledge and business strategy—I understand how to keep development teams on track, align stakeholders, and ensure projects deliver real value. From managing CRM implementations and custom integrations to coordinating agile software development sprints, I thrive at the intersection of technology and execution. Core Expertise: Agile Project Management – 2+ years leading sprints, backlogs, and cross-functional teams. CRM & SaaS Platforms – Hands-on experience with implementation, optimization, and integrations. Technical Projects – Strong familiarity with EDI/ERA workflows, front-end development basics, and API-driven environments. Client & Stakeholder Management – Proven ability to translate technical details into clear roadmaps for executives and clients. I’ve helped startups and established businesses alike launch software products, improve CRM workflows, and manage cross-department initiatives that drive measurable ROI. My approach is structured, transparent, and collaborative—I keep teams aligned and projects moving without losing sight of business goals. If you need a technical project manager who can bridge the gap between dev teams and business leaders, I’d love to help. Let’s make your next project not just successful, but scalable and future-proof.