Hire the Best Combit CRM Specialists

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Jherico Rover G.

Dasmarinas, Philippines

$20/hr
5.0
2 jobs

I'm a CRM Operations & Marketing Automation Specialist with 4+ years of experience helping businesses streamline operations, automate customer journeys, and improve sales processes using GoHighLevel and modern automation tools — the kind of work that stops leads from falling through the cracks and turns missed inquiries into booked appointments. I specialize in building scalable CRM systems that reduce manual work, improve lead management, and create seamless customer experiences, and I use internal automation and documentation tools to keep every build organized, tested, and easy to hand off. Whether you need a complete CRM implementation, workflow automation, or technical troubleshooting, I can help you build a system that actually holds up.

  • Zendesk
  • Adobe Photoshop
  • Microsoft Office
  • Manage Etsy Site
  • Email Communication
  • Chat Setup
  • Microsoft Excel
  • Intuit QuickBooks
  • Salesforce
  • HighLevel
  • Canva
  • Amazon FBA Product Research
  • Shopify
  • Gorgias
  • Security Appliance
  • Automation Framework
  • Automated Workflow
Kunal K.

Supaul, India

$20/hr
5.0
3 jobs

I help businesses organize daily operations, clear support backlogs, and run reliable workflows without micromanagement. After a sabbatical to complete my MBA, I collaborate directly with growing teams to bridge the gap between operational strategy and daily execution. You get someone who takes ownership and brings more answers than questions from Day 1. Core areas I handle: Customer Support & Helpdesk Operations - Managing support queues and resolving tickets across Zendesk | Gorgias | Freshdesk | Shopify - Building macro libraries, return/refund workflows, and order-tracking SOPs - Handling live chat, email inquiries, and escalation cases calmly and quickly Process Organization & Project Workspaces - Setting up and structuring task boards in ClickUp | Asana | Notion | Trello - Converting messy meeting notes, voice memos, and loose ideas into prioritized action items - Documenting 1-page runbooks and team checklists to prevent recurring questions Data Hygiene & Administrative Coordination - Cleaning, deduplicating, and standardizing datasets across Excel | Google Sheets | Airtable - Contact list verification and CRM updates to keep pipeline records organized - Coordinating calendar workflows and structured file management How I work: - Fast turnaround: Clear timelines with proactive check-ins at task start and completion. - Zero micromanagement: You outline the objective, and I execute the steps to get it done right. - High standards: Every small task receives the same rigor and precision as an enterprise operational review. If you have a backlog to clear or a workflow that needs immediate hands-on support, send a message with the details and I can jump in today.

  • Customer Service
  • Project Management
  • Data Analytics
  • Microsoft Excel
  • Sales
  • Zendesk
  • HubSpot
  • Automation
  • Artificial Intelligence
  • Lead Generation
  • Virtual Assistance
  • Data Entry
  • Administrative Support
  • Gorgias
  • Shopify
  • Data Mining
  • ClickUp
  • Asana
  • LinkedIn Sales Navigator
  • Customer Support
Lehrasib K.

Lahore City, Pakistan

$15/hr
5.0
2 jobs

I help founders and growing teams bring structure, accountability, and execution across business operations, technical support, CRM, customer success, onboarding, reporting, and internal workflows. Growing companies usually don’t struggle because people are not working hard. They struggle because ownership is unclear, systems are fragmented, follow-ups slip, customer issues repeat, and leadership lacks visibility into what is moving, blocked, or at risk. That is where I bring value. With 8+ years of experience working with U.S.-based clients and around 5 years in Director and Lead-level roles, I operate at the intersection of leadership and hands-on execution. I can support founders, manage teams, improve systems, troubleshoot operational and technical issues, coordinate stakeholders, and stay close enough to the work to make sure execution happens. --- What I Can Help With Business Operations & Execution I help turn priorities into clear action, ownership, deadlines, and outcomes. This includes daily operations, internal coordination, task management, vendor/client follow-ups, reporting, documentation, and making sure important work does not fall through the cracks. Technical Support & SaaS Operations I bring hands-on experience in SaaS technical support, troubleshooting, support operations, escalations, and customer-facing issue resolution. I can support Tier 1–3 troubleshooting, CRM/workflow issues, APIs, webhooks, integrations, automations, reporting issues, data matching problems, ticket management, root-cause analysis, and documentation. My focus is not just resolving issues. I look for patterns, document fixes, and improve the process so the same problems do not keep repeating. CRM, Pipeline & Systems Management I help businesses improve visibility, follow-through, reporting accuracy, and operational control across CRM, helpdesk, project management, and support systems. I can help with CRM cleanup, pipeline management, lead tracking, customer/account management, ticketing workflows, reporting accuracy, CRM hygiene, workflow automation, and process improvement. Project, Task & Team Coordination I help teams stay organized across task management systems, communication tools, shared workspaces, spreadsheets, and internal documentation. I do not simply update task boards. I use them to create accountability, surface blockers, track next steps, and keep execution moving. Customer Success, Onboarding & Support Operations I can help with onboarding flows, client communication, support processes, escalation handling, issue tracking, documentation, customer follow-ups, and internal coordination, while also improving the systems behind the work. SOPs, Documentation & Process Improvement I build practical systems that help teams move faster and operate more consistently, including SOPs, playbooks, checklists, troubleshooting guides, escalation workflows, QA processes, training documentation, internal knowledge bases, and reporting structures. Automation & AI Productivity I use automation and AI tools to reduce repetitive work, improve documentation, summarize calls, organize tasks, clean up reporting, and speed up execution. --- Relevant Experience In a SaaS operations role, I worked across customer success, onboarding, technical support, reporting, automations, escalations, and internal coordination. I helped manage customer-facing workflows, troubleshoot technical issues, improve SOPs, support remote teams, resolve bottlenecks, and coordinate with internal departments to keep work moving. In a performance marketing operations role, I supported operations across clients, vendors, media buyers, CRM follow-ups, reporting, campaign execution, and internal coordination. This strengthened my ability to manage competing priorities, protect delivery timelines, and give leadership visibility into what was on track, blocked, or at risk. --- What You Can Expect I take ownership from day one. I am not the type of person who waits for perfect instructions or stops when something gets unclear. I work to understand the business goal, define what “done” looks like, ask the right questions, work through blockers, communicate clearly, and drive execution to completion. You can expect senior-level ownership, clear communication, strong follow-through, organized execution, technical troubleshooting ability, CRM and systems management, process improvement, discretion with sensitive information, and comfort working directly with founders and leadership. Clients work with me because I can think like an operator and execute like an owner. If you need someone who can bring structure to your operations, improve CRM and workflows, support customers, handle technical support, coordinate teams, and help leadership stay focused on growth, I would be glad to help.

  • Client Management
  • Customer Relationship Management
  • CRM Software
  • Technical Support
  • Project Management
  • Jira
  • Scrum
  • Zendesk
  • Customer Support
  • Leadership Coaching
  • Customer Retention Strategy
  • CRM Automation
  • AI Consulting
  • Customer Onboarding
  • HubSpot
  • System Automation
  • Management Skills
  • Account Management
  • Asana
  • AI Implementation
Bernadette E.

Caloocan City, Philippines

$12/hr
4.1
2 jobs

I help sales teams turn a messy sales process into a more organized, measurable, and efficient operation. I bring 10+ years of experience across sales, customer service, appointment setting, sales leadership, and sales operations with hands-on experience managing the people, processes, data, and reporting behind a sales team. I was recognized as a #1 Sales Representative before moving into Sales Management, where I managed a remote team of approximately 30 sales representatives. For about five years, I was responsible for monitoring KPIs, reviewing CRM activity, coaching reps, improving follow-up, and helping the team stay focused on sales goals. I also built sales reporting systems from the ground up using Google Sheets and Looker Studio, bringing together lead, booking, sales, renewal, representative, state, and call-center data into dashboards that made performance easier to track and manage. Today, I combine that sales experience with practical sales operations and automation skills to help businesses: • Organize and improve sales processes and workflows • Maintain and improve CRM and sales data • Build KPI reports and performance dashboards • Track leads, bookings, sales, follow-ups, and team performance • Identify process gaps and repetitive manual work • Build practical automations using tools such as Zapier and Make • Support sales teams with reporting, accountability, and day-to-day operations Tools I've worked with include Google sheets, Looker Studio, Google Workspace, CRM Platforms, Ringcentral, Dialpad, Asana, Clickup, Airtable, Zapier, Make and AI Tools What sets me apart is that I don't look at sales operations purely from the systems side. I've actually worked in sales, managed salespeople, handled high-volume customer conversations, monitored performance, and built reporting around real sales activity. So when I build a report, workflow, or automation, I'm thinking about the person who has to use it and the business decision it needs to support. If you need someone who can understand your sales process, work with your team, make the numbers easier to see, and help improve the systems behind the sales operation, I'd be happy to discuss what you're trying to improve.

  • CRM Software
  • Virtual Assistance
  • Project Management
  • Administrative Support
  • Customer Support
  • Sales
  • Email Communication
  • Lead Generation
  • Technical Support
  • Data Entry
  • Appointment Scheduling
  • Google Workspace
  • Google Sheets
  • Team Management
  • Zapier
  • Phone Support
  • Email Support
  • Looker Studio
Mary Rose C.

Santa Rosa, Philippines

$45/hr
5.0
92 jobs

Is your CRM helping your team move faster or slowing them down? A well-configured CRM should do more than store contacts. It should automate processes, improve data quality, and provide complete visibility into every stage of the customer journey. As a CRM & Revenue Operations Manager, I help businesses build scalable CRM systems that improve efficiency, automate repetitive tasks, and create streamlined sales processes that support predictable revenue growth. With 10+ years of experience in CRM, Revenue Operations, and Sales Process Automation, I've partnered with startups and growing businesses to optimize HubSpot, streamline workflows, improve data quality, and build scalable systems that increase productivity and operational efficiency. Here's how I can help: • HubSpot Administration & CRM Management • CRM Setup, Configuration & Optimization • Sales Process & Workflow Automation • Pipeline Design & Lifecycle Management • Lead Routing & Assignment Automation • Custom Properties, Objects & Data Management • CRM Cleanup, Governance & Deduplication • Dashboards, Reporting & KPI Tracking • Email Sequences & Automation • HubSpot Integrations (Apollo, Instantly, Zapier, Make, and more) I specialize in building organized, scalable CRM systems that help teams work more efficiently, maintain clean and reliable data, and automate repetitive processes. My goal is to eliminate manual work, improve visibility, and create systems that support long-term business growth. Whether you need help setting up a new HubSpot CRM, optimizing an existing workspace, improving reporting, automating workflows, or managing your revenue operations, I can help you build a CRM that works for your business—not against it. Core Expertise: • HubSpot Administration • CRM & Revenue Operations • Sales Process Automation • Workflow Automation • CRM Implementation & Optimization • Pipeline Management • Reporting & Dashboards • Data Cleanup & CRM Governance • HubSpot Integrations • Process Improvement Let's connect and discuss how I can help optimize your HubSpot CRM and streamline your operations.

  • Customer Relationship Management
  • CRM Software
  • CRM Development
  • Pipedrive
  • HubSpot
  • B2B Lead Generation
  • Sales Development
  • Personal Administration
  • Sales Management
  • B2B Marketing
  • Automated Workflow
  • Sequence Modeling
  • CRM Automation
  • Project Workflows
  • Sales Funnel
Maria Milka M.

Cabuyao, Philippines

$15/hr
5.0
2 jobs

Hi there, Let me get straight to the point. I help business owners free up their time and focus on revenue while I handle the systems, follow-ups, and execution behind the scenes. Here’s what I can take off your plate: * B2B/B2C lead generation using LinkedIn, Apollo, and targeted manual and AI supported research * Outreach and follow-ups via email and DMs to keep leads warm and moving * Email campaigns and basic automations using Mailchimp and GoHighLevel * CRM setup, cleanup, and daily management with clear pipeline tracking * Sales funnel structuring, reporting, and performance monitoring * GoHighLevel workflows, automations, tagging, and system organization * Social media scheduling, engagement, and content coordination * Inbox, calendar, and day-to-day admin support to keep operations smooth * Canva designs for clean, consistent posts, email visuals, and lead magnets * Data tracking and Analysis reports so you always know what’s working CRM experience: * Mailchimp * Apollo * GoHighLevel * Zapier * Shopify * HubSpot * Salesforce *Semrush * Zoho CRM * Pipeline CRM *Canva Pro *Slack *Mondaydotcom *Trello *Asana *Freshdesk *Freshcaller * Gorgias * Zendesk * Live Agent * Microsoft Office (Word & Excel) * Discord * Facebook, IG, Pinterest and Youtube (All Scomed) * MS Outlook * Google Drive * eCommerce tools * Notion * ClickUp * Opencart * Wordpress and Elementor * LinkedIn Sales Navigator * Odoo * Katana * Xero I’m a sales-focused Virtual Assistant with 7 years of hands-on experience across lead generation, GoHighLevel systems, email marketing, e-commerce, Shopify, digital marketing, B2B sales, and customer support. I’ve managed full sales cycles from lead sourcing to follow-up and conversion, supported founders directly, built and maintained CRM systems, and handled admin and operational tasks that directly impact revenue. I understand priorities, deadlines, and what actually moves the needle. I’m organized, proactive, and execution-driven. I don’t just “assist”. I am committed to delivering quality work and improving your business systems because your success matters to me. I focus on long-term results, not short-term effort, and I work with integrity, responsibility, and genuine care for your business. If you value consistency, clear communication, and measurable results, I’d love to support your business. I'm not just a service provider. I'm your partner invested in your success. Let's build something great together! 🤝 Best regards, Maria Mensching

  • Marketing Strategy
  • Email Support
  • Sales Presentation
  • HighLevel
  • System Automation
  • Digital Marketing
  • Mailchimp
  • Data Analysis
  • Outbound Sales
  • Lead Generation
  • Executive Support
  • Shopify
  • Customer Service
  • Administrative Support
  • Online Chat Support

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What does a Combit CRM specialist do?

A Combit CRM specialist builds and maintains the technical infrastructure that powers customer relationship management within the combit CRM platform. This role focuses on configuring database structures, designing user interfaces, and connecting external systems to ensure data flows accurately across an organization. The specialist translates business requirements into functional workflows, automations, and integrations that support sales, marketing, and service teams. They manage the underlying Microsoft SQL Server or PostgreSQL database connections while tailoring input forms and field rules to match specific operational needs.

  • Designs the combit CRM data model by creating tables, defining relations, and configuring input forms with specific field types and defaults. The specialist sets up generated views and establishes rules for required fields or follow-up links to guide user input and maintain data integrity throughout the system.
  • Configures integrations that connect combit CRM with email marketing tools such as Inxmail, CleverReach, Mailchimp, or Brevo. This work includes wiring email handling for direct sending or archiving and synchronizing contacts and appointments with Microsoft Outlook and Exchange Server to keep communication records unified.
  • Implements document management integrations by linking systems like ELOoffice, DocuWare, windream, or Microsoft SharePoint to CRM records. The specialist builds automations that associate documents with specific customer profiles and sets up dataset monitoring to trigger routine tasks or follow-up actions based on defined criteria.
  • Develops reporting outputs by preparing dashboards and generating lists or reports from combit CRM data. The specialist exports this information in common file formats to support analysis and decision-making, ensuring that stakeholders have access to accurate, up-to-date customer insights without manual data compilation.

How to hire a Combit CRM specialist on Upwork

Step 1: Post a job

Define your database structure and integration needs clearly so candidates understand the technical scope. The Job Post Generator powered by Uma™, Upwork's Mindful AI drafts a precise post from a few sentences about your requirements. You can write a new post, update a saved draft, or reuse an existing post to start your search.

  • Specify whether you need Microsoft SQL Server or PostgreSQL configuration for your combit CRM instance.
  • List required integrations such as Exchange Server synchronization or document management systems like DocuWare.
  • Detail any email marketing tools such as Mailchimp or Brevo that must connect to your customer records.

Step 2: Evaluate candidates

Look for portfolios showing configured input forms and automated workflows within combit CRM environments. Uma runs instant video interviews and builds shortlists with side-by-side comparisons to help you assess technical fit quickly.

  • Verify experience designing data models with correct table relations and view generation.
  • Check for examples of dashboards and reports exported from combit CRM data sets.
  • Confirm past work connecting groupware solutions like Microsoft Outlook to CRM contact fields.

Step 3: Interview your top choices

Discuss specific automation rules and field defaults they have implemented in previous projects. Schedule and conduct interviews within Upwork Messages to receive an immediate transcript and summary after each session.

  • Ask how they handle required field validation and follow-up link triggers in user interfaces.
  • Request details on synchronizing Active Directory users with combit CRM access rights.
  • Explore their approach to associating documents from SharePoint or ELOoffice with specific CRM records.

Step 4: Agree on scope and begin work

Set clear milestones for database configuration and integration testing before work starts. Use Upwork Messages and the contract workroom for communication and project management while identity verification and hourly tracking protect your investment. Deposit project funds to secure the engagement.

  • Define deliverables for input mask configuration and dataset monitoring automations.
  • Establish deadlines for connecting email handling systems and archiving sent messages.
  • Agree on formats for final report exports and dashboard handoffs to your internal team.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring a Combit CRM specialist cost?

$500-$2,500 per project is a typical range for focused Combit CRM specialist work. Final pricing depends on scope, technical complexity, required integrations, source-material quality, revision needs, and the freelancer's experience level.

Database structure configuration

$500-$1,200/project

Entry-level to mid-level
  • Defined tables, relations, and field defaults
  • Configured masks with validation rules
  • Generated dataset views for user access

Outlook and Exchange synchronization

$1,200-$2,500/project

Mid-level
  • Mapped fields between CRM and Outlook
  • Configured calendar integration logic
  • Verified bidirectional data consistency

Email marketing integration

$2,500-$4,500/project

Mid-level to senior-level
  • Linked tools like Mailchimp or CleverReach
  • Automated follow-up actions based on status
  • Synced subscriber lists and campaign results

Document management system linkage

$4,500-$7,000/project

Senior-level
  • Integrated ELOoffice, DocuWare, or SharePoint
  • Wired document association to CRM records
  • Set permissions for file retrieval and storage

Custom reporting and dashboard build

$7,000-$12,000/project

Expert-level
  • Built visual interfaces for key metrics
  • Created exportable lists in common formats
  • Implemented alerts for data quality issues

Frequently asked questions

Is hiring a Combit CRM specialist worth it?

For most businesses, yes: hiring a Combit CRM specialist is worthwhile. This expert configures the database structure and automates workflows so your team spends less time on manual data entry. They also connect email marketing tools and document management systems to keep customer records accurate and accessible.

How do I evaluate Combit CRM specialist candidates?

Look for candidates who describe specific experience designing data models and configuring input forms within combit CRM. Ask them to explain how they set up synchronizations between combit CRM and Microsoft Outlook or Exchange Server to verify their technical integration skills.

What integrations can a Combit CRM specialist configure?

A specialist connects combit CRM to email marketing platforms like Mailchimp or CleverReach and links document management systems such as DocuWare or SharePoint. They also establish contact and appointment synchronization with Microsoft Exchange and Outlook environments.

Can a Combit CRM specialist build custom reports?

Yes, they design dashboards and generate lists that export data in common file formats for analysis. This work involves defining views and relations within the SQL Server or PostgreSQL database to surface the metrics your business needs.