Top Rated Plus on Upwork with 100% Job Success Score, 38,000+ hours, and 84 completed projects, I help businesses improve customer experience, streamline operations, manage projects and teams, and build efficient processes—with AI integrated into the way I work.
My work spans customer success, operations, and CRM management for SaaS, eCommerce, education, and service-based businesses — with a particular focus on client retention, dispute resolution, and building systems that keep teams and processes running smoothly without constant oversights.
Core Expertise:
Customer Success & Retention | Customer Support Operations | Client Onboarding | Community Management | Sales & Lead Management | Dispute Resolution & Retention | Operations Management | Project Management | Team Management | Client Communication | Process Improvement | SOP Development | CRM Management | Workflow Design | Business Coordination | eCommerce Operations
Tools & Platforms:
CRM, Sales & Customer Management: GoHighLevel, Close CRM, TimelinesAI, Salesforce
Project & Team Management: Asana, ClickUp, Slack
AI & Automation: Claude, ChatGPT, Zapier, Make, n8n
Community & Digital Platforms: SKOOL, WHOP
eCommerce: Amazon Seller Central, Keepa, Helium 10, Shopify, Thrivecart, Intercom
Outreach & Email: HubSpot (campaigns), Instantly (cold email), MailerLite, Kit (ConvertKit)
Office & Docs: Notion, Canva, Outlook, OneDrive, basic WordPress admin
Accounting: Xero
AI & Automation:
I treat AI and automation as practical tools, not buzzwords — using them to improve communication, streamline repetitive tasks, and keep processes and documentation clear and current
Customer Relationship Management
CRM Software
Customer Retention
Customer Experience
Community Management
Customer Onboarding
Project Management
Customer Support
Virtual Assistance
Intercom
CRM Automation
n8n
Slack
Asana
HubSpot
Zapier
Claude
Artificial Intelligence
Ecommerce
Email Marketing
Anand Kumar S.
Ghaziabad, India
$6/hr
4.8
128 jobs
I’ve been helping businesses grow since 2005 and working full time as a freelancer since 2017. I started my career in US real estate research and development, where accuracy, deadlines, and attention to detail were critical. That foundation shaped how I work today.
I’m practical, organized, and quick to adapt. When I take on a project, I focus on understanding the goal first, then building a clear system to achieve it. I’m comfortable learning new tools, processes, and industries through research and hands-on execution.
My core strengths include:
• Virtual Assistance
• CRM Setup and Management
• Contact List Building
• Lead Generation
• Social Media Marketing
• Email Marketing
I don’t just complete tasks. I look for ways to improve workflows, keep data clean, and make sure everything runs smoothly behind the scenes.
If you need someone reliable, responsive, and committed to long-term value, I’m ready to support your business and help you move forward with confidence.
Data Entry
Email Marketing
Lead Generation
Contact List
Social Media Marketing
Zoho CRM
Salesforce CRM
Pipedrive
HubSpot
Slack
Asana
Canva
Google Workspace
Office 365
Ecommerce
Shantanu Singh J.
Udaipur, India
$10/hr
4.7
5 jobs
Organized and detail-oriented VA, CRM and Excel Specialist with a track record of delivering high-quality support in project management, data analysis, and client communication. I excel in enhancing data presentation by creating well-formatted Excel reports, customized charts, and organized data layouts that help clients make informed decisions.
With a background in managing schedules, coordinating logistics, and executing administrative tasks, I bring efficiency and accuracy to every project. Past achievements include transforming complex data into visually impactful insights and boosting client satisfaction through organized, streamlined workflows.
Here are some of my skill highlights:
CRM Setup and Operations
Customer Service (Call, Chat and Email)
Microsoft Office
Data Visualization
Web Analytics and Research
Data Mining
Metrics
Interpreting Data
I have worked on the following projects:
Data Management - DSN Infotech Private Limited (USA)
Seller Support - Amazon.com (North America and Brazil)
Lead Generation - Seek Dharma (USA)
CRM Management - Beyoung Folks Pvt. Ltd. (India)
Hubspot Integration - Bttn (USA)
I look forward to the opportunity to discuss my credentials and how my skills can help you.
Google Sheets
Microsoft Office
Data Entry
Microsoft Excel
Lead Generation
General Transcription
LinkedIn Campaign Manager
Customer Service
Technical Support
Data Analysis
Administrative Support
Data Mining
Team Management
Research & Strategy
Inside Sales
Ashima A.
Una, India
$45/hr
4.9
23 jobs
🎖️𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗙𝘂𝗹𝗹-𝗦𝘁𝗮𝗰𝗸 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿 | 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 | 𝗦𝗵𝗼𝗽𝗶𝗳𝘆 | 𝗦𝗾𝘂𝗮𝗿𝗲𝘀𝗽𝗮𝗰𝗲 | 𝗪𝗶𝘅 | 𝗪𝗲𝗯𝗳𝗹𝗼𝘄 | 𝗞𝗮𝗷𝗮𝗯𝗶 | 𝗟𝗼𝘃𝗮𝗯𝗹𝗲 | 𝗪𝗶𝗹𝗱 𝗔𝗽𝗿𝗶𝗰𝗼𝘁 | 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 | 𝗔𝗱𝘀 𝗘𝘅𝗽𝗲𝗿𝘁 | Wordpress | 𝗚𝗿𝗮𝗽𝗵𝗶𝗰 𝗗𝗲𝘀𝗶𝗴𝗻 | 𝗚𝗼𝗛𝗶𝗴𝗵𝗟𝗲𝘃𝗲𝗹 | 𝗗𝘂𝗱𝗮 | 𝗚𝘂𝗺𝗹𝗮 | 𝗖𝗹𝗶𝗰𝗸𝗙𝘂𝗻𝗻𝗲𝗹𝘀 | 𝗦𝗘𝗢 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 | 𝗟𝗼𝗼𝗸𝗲𝗿 𝗦𝘁𝘂𝗱𝗶𝗼 | 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 | 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗘𝘅𝗽𝗲𝗿𝘁
I’m a CRM and marketing automation specialist with hands-on expertise in HubSpot, Kajabi, Klaviyo, Webflow, Zapier, and email deliverability — helping businesses automate workflows, scale marketing systems, and improve conversion performance.
Over the past few years, I’ve helped digital agencies, coaches, and eCommerce brands streamline their tech stack — integrating powerful tools that connect leads, emails, and sales seamlessly. My focus is on efficiency, data accuracy, and results.
✅ What I can help you with:
HubSpot CRM setup, automation, and lead pipeline optimization
Kajabi funnel setup, course automation, and email marketing
Klaviyo campaign and flow creation (welcome, abandoned cart, winback, etc.)
Webflow site optimization, integrations, and CMS automations
Zapier workflow creation for cross-platform automations
Email deliverability audits and domain setup (SPF, DKIM, DMARC)
✅ Why clients hire me:
Fast, precise implementation and automation troubleshooting
Strategic setup — not just “tech connections” but systems that convert
Clear documentation and support after delivery
5-star client communication and reliable turnaround
If you’re looking to connect your marketing tools, automate repetitive tasks, or optimize your CRM and email systems, I can help you build a setup that works smarter — not harder.
Let’s make your automations run smoothly and your emails land where they belong — the inbox.
𝐊𝐄𝐘𝐖𝐎𝐑𝐃𝐒
HubSpot CRM | HubSpot Automation | HubSpot Workflows | HubSpot Marketing Automation | HubSpot Consultant | CRM Setup | CRM Optimization | Revenue Operations | RevOps | Shopify Developer | WordPress Developer | WooCommerce | Klaviyo Expert | Kajabi Expert | Zapier Automation | API Integration | Webflow Developer | Email Marketing | Funnel Automation | Sales Automation | Lead Generation | Conversion Optimization | Website Development | Landing Page Design | Email Deliverability | Business Automation
HubSpot
Kajabi
Shopify
Webflow
Zapier
Make.com
HTML
ClickFunnels
Framer
Wix
WordPress Website
Zoho CRM
PHP
Social Media Marketing Automation
ChatGPT API Integration
Navdeep M.
Noida, India
$25/hr
5.0
6 jobs
If your HubSpot portal is disorganized, reports don't match reality, or leads slip through the cracks, I turn it into a reliable CRM and RevOps system your sales and marketing teams can trust.
I bring a corporate marketing and operations background combined with hands-on HubSpot CRM, automation, and data governance work, so I understand both the business process and the technical fix. My approach is process-first: I map how your team actually sells and where data breaks down before touching configuration, so the system matches your real workflow instead of a generic template.
Recent work has helped businesses improve lead routing and speed-to-lead through better ownership and handoffs, restructure lifecycle stages for clearer funnel visibility, fix data quality and company associations for reliable reporting, and clean up stale deals for accurate forecasting.
My work typically includes:
- HubSpot CRM audits, setup, implementation, and optimization
- Pipeline, lifecycle stage, lead scoring, and funnel design
- Lead routing and sales handoff automation
- Workflow and process automation
- CRM data cleanup, deduplication, and governance
- Dashboards, KPI tracking, attribution, and reporting
- Sales operations and RevOps process design
- AI and workflow improvements using HubSpot Breeze AI, Claude, Zapier, Clay, and Apollo
HubSpot Certified in Sales Hub, Marketing Hub, Revenue Operations, Service Hub and Inbound. Top Rated on Upwork with a 5.0 rating across delivered projects, including a CRM rebuild covering 20,291 contacts and a lead-routing fix that cut handoff time from 4 hours to 12 minutes.
If you need help cleaning up HubSpot, automating workflows, or building a stronger RevOps foundation, send me a message and let's discuss what needs to be fixed.
Customer Relationship Management
HubSpot
CRM Automation
Sales Operations
Data Cleaning
Revenue Management
Marketing Automation
API Integration
Automated Workflow
Campaign Reporting
Claude
Zapier
Business Process Automation
Clay
Apollo.io
Lead Generation
Database Management
Data Analytics
Email Marketing
Sahil P.
Vadodara, India
$18/hr
5.0
24 jobs
👋 Hey there! I work as a 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐭 𝐚𝐧𝐝 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 for Real Estate, Marketing, Coaching, and Service-Based businesses. I manage day-to-day administrative and project work while also building, maintaining, and improving the CRM, workflows, dashboards, automations, and SOPs behind the operation.
Virtual Assistance | Project Management | CRM Management | Business Operations | Workflow Automation.
I can manage the details, coordinate the team, improve the process, and keep the systems working plus giving you one dependable person who understands both administration and the technical side of your business.
📖 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐁𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝
I have developed systems, coordinated projects, and supported business operations for large teams in environments such as Verizon and Vengo Labs. I have also worked with real estate businesses, a real estate education coach, an engineering and architecture firm, marketing agencies, and service-based companies.
🗂️ 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐀𝐬𝐬𝐢𝐬𝐭𝐚𝐧𝐜𝐞 & 𝐀𝐝𝐦𝐢𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭
✅ Calendar, inbox, document, and file-management support
✅ CRM updates, GIS Data Entry, contact organization, and database cleanup
✅ Meeting coordination, follow-ups, reminders, and action-item tracking
✅ Client onboarding, forms, records, and internal documentation
✅ Research, reporting, spreadsheet management, and recurring admin work
⚙️ 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 & 𝐒𝐲𝐬𝐭𝐞𝐦𝐬 𝐎𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩
✅ Project planning, task assignment, priorities, deadlines, and team follow-through
✅ ClickUp, Airtable, Notion, Stacker, Skool, and CRM workspace management
✅ Pipeline cleanup, lead follow-up, appointment booking, and client communication
✅ Dashboards and reporting systems for clearer team and project visibility
✅ SOP creation, process documentation, team training, and workflow adoption
✅ n8n, Zapier, GoHighLevel, and API-based workflow automation
✅ Process improvement, quality checks, and ongoing system maintenance
👨💻 𝐖𝐡𝐚𝐭 𝐌𝐚𝐤𝐞𝐬 𝐌𝐞 𝐀 𝐒𝐭𝐫𝐨𝐧𝐠 𝐅𝐢𝐭 𝐅𝐨𝐫 𝐘𝐨𝐮𝐫 𝐏𝐫𝐨𝐣𝐞𝐜𝐭?
Many virtual assistants can complete assigned tasks. My added value is that I can also understand the complete workflow, identify what is causing delays, organize the project, improve the CRM, build the supporting system, and train the team to use it properly.
I understand what happens when a business grows faster than its systems: missed follow-ups, unclear ownership, scattered documents, messy CRMs, disconnected tools, and too much work depending on memory instead of process.
➡️ Next Step
If you need a dependable Virtual Assistant and Project Manager who can handle the daily details while also improving the systems behind your business, send me an “𝐈𝐧𝐯𝐢𝐭𝐞.”
Thanks,
Sahil Pednekar.
.. .. .. .. .. .. .. .. .. ..
Virtual Assistant | Technical Virtual Assistant | Executive Virtual Assistant | Administrative Support | Admin Support | Project Management | Digital Project Management | Operations Management | Business Operations | Team Coordination | Task Management | Calendar Management | Inbox Management | Document Management | File Management | Data Entry | Internet Research | Client Communication | Client Onboarding | Meeting Coordination | Follow-Up Management | CRM Management | CRM Data Entry | Database Cleanup | Pipeline Management | Process Improvement | Workflow Management | Workflow Automation | SOP Development | Team Training | Quality Assurance | Reporting | Dashboard Management | Real Estate Operations | Marketing Operations | Service Business Operations | ClickUp | Airtable | Notion | Stacker | Skool | GoHighLevel | GHL | HubSpot | Pipedrive | Salesforce | Zoho | ActiveCampaign | Monday | Trello | Asana | n8n | Zapier | Make | Google Workspace | Google Sheets | Google Drive | Google Calendar | Microsoft Teams | Slack | Calendly | Typeform | Jotform | QuickBooks | Xero | WordPress | OpenAI | ChatGPT | Claude | Codex | API Integration | Webhooks | AI Automation
CRM Software
Task Automation
Business Management
Automated Workflow
Project Management
AI Implementation
Marketing Operations & Workflow
Real Estate Project Management Software
Real Estate
Process Improvement
ClickUp
HighLevel
Notion
CRM Automation
n8n
Zapier
OpenAI Codex
Claude
Real Estate Virtual Assistance
Virtual Assistance
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