I’m a certified Monday.com Partner, with expertise in helping businesses define their processes and streamline their workflows for different departments including Sales, Marketing, Finance and Operations. I can help you automate your processes, taking away the inefficiencies due to manual recurring tasks, and integrate any third-party applications as well for you to make Monday.com a centralized platform for you and your team. I have my expertise with the following: 1. Monday Work Management 2. Monday CRM 3. Process Mapping and Consultation 4. Workflow Implementation 5. Automations and Integrations 6. Monday.com Apps Development Whether you’re aiming to implement Digital Project Management for your business, or want a Customer Relationship Management and Nurturing system, I can help you with implementing the best practices on Monday using which you can use the platform to its fullest, and I can do it for organizations of all the sizes including small, medium businesses and large enterprises. How do we get started: 1. Discovery call to discuss your requirements and interest 2. Process mapping based on the requirements 3. Workflow Proposal and Discussion 4. Setup of Monday.com (Workflow, Automations, Integrations and Dashboards) 5. Testing of the system 6. Data import from existing systems 7. User Training sessions I’m eager to learn more about your business and how I can help you optimize workflows for your teams. Let’s connect and discuss.

Here’s who i am: I love my work and always give my best to my clients.I consider myself a fast learner and an excellent team player. I know AI is the new trend, but I prefer to minimize its use in my work because it feels less authentic so most people can sense it. In my opinion, AI often feels like speaking to a chatbot and we all know how often we ask to speak to a real agent. With that said, I use AI, but as tool and not the lead. So, If you’re looking for a Virtual Assistant who doesn’t just complete tasks but builds systems, eliminates errors, and keeps your operations running with precision, you’ve found the right person. With over 5 years of experience, 8,000+ Upwork hours, and 90+ satisfied clients, I bring a proven track record of discipline, accuracy, and operational excellence. I specialise in supporting executives, property managers, agencies, and project teams with high‑stakes administrative work where consistency and attention to detail truly matter. 💼 Core Skills & Expertise ✔ Virtual Assistance & Administrative Support ✔ Email Management & Inbox Zero Systems ✔ Customer Service (Live Chat, Phone, Email) ✔ Lead Generation & Cold Calling ✔ Project Coordination (Asana, Trello, ClickUp) ✔ Advanced Google Sheets & Excel (Formulas, Automation) ✔ GoHighLevel (GHL) CRM Setup, Automation & Pipeline Management ✔ Workflow Optimisation & SOP Development ✔ CRM Management & Data Organisation ✔ Document Preparation & Data Entry 🧠 GoHighLevel (GHL) Expertise I help clients streamline operations and maintain clean, high‑performing pipelines using GHL. My skills include: • Building automations, triggers, and workflows • Managing pipelines, opportunities, and lead stages • Creating forms, surveys, and booking calendars • Setting up email/SMS campaigns • Cleaning and organising CRM data • Creating dashboards and performance tracking • Integrating GHL with external tools for seamless operations Whether you run a coaching business, real estate operation, agency, or service‑based company, I ensure your GHL system supports your revenue goals. My last client said I’m the best in the world at finding the tiny discrepancies everyone else ignores and that’s exactly the level of precision I bring to every task. 📍 Time Zone & Availability My established working hours are 8AM – 9PM Gmt This is my normal routine, but I am always willing to adjust it according to my client needs 🎓 Professional Credentials • Msc International Business • Certified Management Consultant (CMC) • Chartered Financial Analyst (CFA) These credentials strengthen my analytical, financial, and strategic approach to administrative work. ✨ Upwork Highlights ⭐ 80+ satisfied clients 📈 90%+ Job Success Score 🏆 Top Rated Freelancer ⏱️ 8,000+ hours worked 💬 Client Feedback "She was very communicative and followed directions. Look forward to sending her more job postings as they come up!" If you want a Virtual Assistant who brings structure, accuracy, and proactive problem‑solving to your operations with strong GHL, Xero, Asana, and Google Sheets expertise I’d love to support your team and help you scale with confidence. Let’s build something exceptional together.

I am a CRM and Customer Support Specialist with 6+ years of proven experience in HubSpot, Zoho, Salesforce, and other CRM platforms. My expertise lies in optimizing customer journeys, enhancing client satisfaction, and driving business growth through effective relationship management and seamless support delivery. ✨ Over the years, I have successfully managed high-value and VIP accounts, ensuring that every interaction is professional, efficient, and customer-focused. 🔑 Key Expertise: 🔹 CRM Management (HubSpot, Zoho, Salesforce): Skilled in implementing, customizing, and maintaining CRMs to ensure accurate data management, smooth workflows, and actionable insights. 🔹 Customer Support & Retention: Proficient in handling live chat, email, and escalations with a focus on improving retention, satisfaction, and loyalty. 🔹 Client Relationship Management: Strong track record in building and nurturing long-term client partnerships, resolving complex issues, and delivering tailored solutions. 🔹 Data Accuracy & Compliance: Experienced in organizing and safeguarding client records while maintaining confidentiality and ensuring compliance. 🔹 Communication & Problem-Solving: Adept at active listening, conflict resolution, and delivering outcome-driven solutions that enhance customer experience. I am detail-oriented, reliable, and results-driven, with the ability to work as a Customer Support Executive, CRM Administrator, or Virtual Assistant. My goal is to help businesses streamline customer operations, boost satisfaction, and build long-term loyalty. 🚀 Let’s connect to unlock the full potential of your CRM and customer support systems.

Are you looking for a reliable, experienced, and results-driven Data Entry and Lead Generation expert? You’ve found the right person! With 15+ years of experience on Upwork since 2011, I have successfully completed 1,800+ jobs and delivered 70,000+ hours of high-quality work, earning the trust of clients worldwide. My track record speaks for itself consistent quality, on-time delivery, and 100% dedication to every project. 🔹 My Core Services: ✔ Data Entry Accurate and efficient data entry into CRMs, spreadsheets, databases, and online portals. I work with tools like Microsoft Excel, Google Sheets, Airtable, Notion, and Zoho CRM to ensure clean, error-free data at high speed. ✔ Data Scraping Extracting structured data from websites, directories, and online sources using tools like Octoparse, ParseHub, Scrapy, Beautiful Soup fast, accurate, and delivered in your preferred format (CSV, Excel, JSON). ✔ Lead Generation Finding high-quality, verified B2B and B2C leads tailored to your target market using LinkedIn Sales Navigator, Apollo, Hunter, Lusha, ZoomInfo, and Snov. ✔ List Building Building highly targeted email and contact lists from scratch based on industry, location, job title, company size, and more using Apollo, ContactOut, RocketReach, and Clay. ✔ Prospect List Creating clean, decision-maker-ready prospect lists for outreach campaigns, cold emailing, and sales pipelines using Seamless, Nymeria, and LinkedIn. 🔹 Tools & Platforms I Use: Excel · Google Sheets · Airtable · Notion · Zoho CRM · HubSpot · LinkedIn Sales Navigator · Apollo · Hunter . Lusha · ZoomInfo · Snov · RocketReach · Seamless · Clearbit · ContactOut · Octoparse · ParseHub · Import io 🔹 Why Work With Me? ✅ 15+ Years of Upwork experience (Since 2011) ✅ 1,800+ Jobs successfully completed ✅ 70,000+ Hours logged — one of the most experienced freelancers ✅ 100% Data Accuracy with fast turnaround ✅ NDA-friendly, your data stays confidential ✅ Available for short-term tasks & long-term contracts ✅ Quick response time & clear communication 📩 Let’s connect! Send me a message and let’s discuss how I can help grow your business.

Over the past 𝟱+ years, I help businesses improve efficiency through Agile project leadership, structured documentation, and workflow automation. Whether your business is struggling with scattered workflows, unclear requirements, disconnected teams, inefficient processes, or CRM chaos, I help transform complexity into structured, scalable systems. I work as the bridge between stakeholders, operations, and technical teams to ensure projects move smoothly from planning to delivery while keeping communication, priorities, and systems fully aligned. 𝐁𝐞𝐲𝐨𝐧𝐝 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, I help businesses build smarter workflows, optimize operations, automate repetitive processes, and improve team execution, enabling teams to move faster, reduce bottlenecks, and operate more efficiently. 𝗧𝗼𝗼𝗹𝘀 & 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀: HubSpot | Jira | ClickUp | Asana | Monday | Trello | Notion | Lucidchart | Microsoft Visio | Draw | Figma | Miro | Zapier | Make | AI Automation | Slack | Microsoft Teams 𝗪𝗵𝗮𝘁 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 𝗪𝗶𝘁𝗵: ✅ Agile Project Management & Scrum Delivery • Sprint planning, backlog management, stakeholder coordination, project tracking, team collaboration, risk monitoring ✅ UML Diagramming & Technical Documentation • Process Flow Diagram, Use Case Diagrams, Activity Diagrams, Sequence Diagrams, Class Diagrams, Flowcharts, Process Mapping, System Workflows, BPMN, Architecture Diagram Swim lane Diagram ✅ Business Analysis & Software Documentation • SRS, BRD, FRD, User Stories, Functional Requirements, Process Documentation, Gap Analysis, Requirement Gathering ✅ CRM Setup & Workflow Automation • HubSpot CRM setup, pipeline optimization, lead management, task automation, workflow creation, CRM process improvement ✅ AI & Process Optimization • AI-assisted workflows, productivity systems, process optimization, operational efficiency improvements 𝗪𝗵𝗮𝘁 𝗜 𝗕𝗿𝗶𝗻𝗴 𝗧𝗼 𝗧𝗵𝗲 𝗧𝗮𝗯𝗹𝗲: ✅ Structured project execution with Agile methodologies ✅ Clear technical and business documentation for smooth development ✅ Optimized workflows that reduce manual effort and improve team efficiency ✅ Better visibility, communication, and stakeholder alignment ✅ CRM systems that support scalable growth If your business needs structured project execution, optimized workflows, smarter systems, and seamless CRM processes, let’s connect and build smarter, more efficient processes together.

I'm a Program/Project Manager and PMO leader with 14+ years of experience driving enterprise-level digital transformation, ERP/CRM delivery, and program governance across EMEA, the U.S., Asia, and LATAM. I step in when organizations need structure, control, and predictable delivery on complex, high-stakes initiatives — whether that means building a PMO from scratch, recovering a stalled program, or leading a full ERP/CRM implementation end to end. I lead enterprise programs that are too important to fail and too complex to run without real governance. I'm brought in when a program is too large, too political, or too far behind for ad hoc project management - and I'm measured by the same things your board is: delivery predictability, vendor accountability, and adoption. What I bring to enterprise engagements: - Program & Project Management - Agile (Scrum, SAFe), Waterfall, PRINCE2, and PMI-PMBOK, applied in hybrid models suited to each organization's maturity. - PMO Setup & Governance - frameworks, KPIs, reporting cadences, RAID logs, steering committee materials, and risk/escalation management. - ERP/CRM Implementation & Migration - SAP S/4HANA, Oracle NetSuite, Salesforce, Microsoft Dynamics 365, Sage. - Program Recovery & Stabilization - getting over-budget, behind-schedule, or high-risk initiatives back under control. - Legacy System Modernization - migrating legacy platforms to modern cloud and low-code environments (e.g., Power Apps) with zero disruption to operations. - Vendor & Multi-Stakeholder Coordination - managing delivery across multiple vendors and global, cross-functional teams. - Process Optimization - Lean Six Sigma (DMAIC), ISO 9001/14001/50001-aligned process redesign. - Change Management - user adoption strategy, training design, and organizational readiness for large-scale change. How I work: - Diagnose - I start by reviewing your current program/PMO setup: governance gaps, risk exposure, reporting blind spots - Stabilize - I put core controls in place fast: RAID logs, escalation paths, steering committee reporting, realistic timelines - Deliver - I run the program or PMO day to day, with clear, jargon-free updates and full documentation your team can keep using after I'm gone Track record: - 100+ complex programs delivered, valued at over €250M - 30–45% reduction in program delays - Up to 40% improvement in system adoption post-go-live - ERP/CRM migrations delivered across 4 continents - €50M+ in cost savings generated over the past five years through process optimization - $1M+/year in client savings through modernization and process redesign - Consistent on-time, in-scope, on-budget delivery across industries including logistics, tech, retail, energy, and manufacturingdget delivery across industries including logistics, tech, retail, energy, and manufacturing If you need someone who can walk into an enterprise steering committee on day one - not someone learning governance on your dime - that's the role I play. I respond within hours, not days, because enterprise timelines don't wait.

I help businesses turn messy operations into clean, automated systems that people can actually use. I am the founder of ConsultEvo and a verified ClickUp Solutions Partner, Zapier Gold Solution Partner, and Make partner. I build practical workflow systems across ClickUp, HubSpot, GoHighLevel, Zapier, Make, Airtable, Jira, Google Workspace, Shopify, WordPress, and custom APIs. ConsultEvo’s own knowledge base lists systems design, workflow automation, AI implementation, CRM consulting, ClickUp, Zapier, Make, HubSpot, GoHighLevel, AI agents, Google Workspace, Shopify, WooCommerce, WordPress, and custom API workflows as core areas of work. Most clients come to me when their tools are already in place, but the process is broken. Tasks are missed. CRM data is messy. Teams rely on manual follow-ups. Reports do not match reality. Automations half-work. AI tools exist, but they are not connected to actual business operations. That is where I come in. I design, rebuild, and automate the systems behind your business so work moves clearly from intake to delivery, sales to operations, and customer request to completed task. What I can help with ClickUp setup and cleanup Workspaces, Spaces, folders, lists, statuses, custom fields, dashboards, templates, automations, permissions, reporting, and team adoption. CRM systems and automation HubSpot, GoHighLevel, Pipedrive, Zoho, ActiveCampaign, and Salesforce setups, cleanup, pipeline design, lead routing, lifecycle stages, follow-up workflows, and CRM-to-project-management handoffs. Zapier and Make automation Multi-step workflows, routers, filters, webhooks, error handling, logging, alerts, AI steps, data formatting, and cross-platform integrations. AI agents and AI workflows AI agents that classify messages, summarize conversations, create tasks, update CRM records, route leads, draft replies, enrich data, and support internal teams. Custom API and Google Apps Script work When native integrations are not enough, I build custom logic using APIs, webhooks, Google Apps Script, and structured data flows. Operations architecture Process mapping, handoff design, reporting logic, system cleanup, automation planning, and scalable workflows for remote and async teams. Tools I work with ClickUp, Zapier, Make, HubSpot, GoHighLevel, Airtable, Jira, Asana, Monday, Notion, Pipedrive, Google Workspace, Google Apps Script, Shopify, WooCommerce, WordPress, Slack, Gmail, Outlook, Calendly, Typeform, Jotform, Twilio, WhatsApp Cloud, OpenAI, Claude, Gemini, Vapi, SmythOS, n8n, Power Automate, and custom APIs. Typical projects * Build a ClickUp workspace from scratch * Clean up a messy ClickUp or CRM setup * Connect HubSpot or GoHighLevel with ClickUp * Automate lead intake, client onboarding, and task creation * Build AI-powered support, sales, or operations workflows * Create dashboards and reporting systems that teams trust * Replace manual spreadsheet processes with automated workflows * Build Make or Zapier scenarios with proper error handling * Create internal AI agents connected to real business tools * Fix broken automations and redesign them properly My approach is simple: process first, tools second. I do not build fragile automations that look clever for one week and then become another problem. I build systems with clear structure, clean handoffs, reliable automation, documentation, and room to grow. If your operations feel messy, manual, or held together with duct tape and caffeine, I can help you turn them into a system that actually works.

Need an AMERICAN QUALITY expert that actually takes care of your business and your customers? You're in the right place! -Native English and Spanish speaker -Vast experience with CRMs (Monday, Salesforce, GoHighLevel, Hubspot, etc.) -Customer Service, certified from my Corporate experience at global Call Center (BPO) companies -Hight Ticket Sales Closing and Appointment Setting with REAL conversion rates -Almost a decade of experience in B2B and B2C -Telemarketing Strategies -Lead Generation, quality hand-picked leads only -Quality Assurance on lists of data (Data Entry) -Live Chat and SMS with Customers -Sales, Retentions and Contract Renewals -Over a year of experience as Management / Team Leader for a team of sales representatives -Sales Coaching and English/Spanish Teaching and Translation -I've done sales and customer relationship management in: ✅An Immigration Law Firm (Legal Intake) ✅A Pharmacy, Insurance Company Alternatives, a Dental Company and a Medical Billing Firm ✅Credit Repair ✅Education and Coaching Businesses ✅A Property Management Company (Real Estate) ✅E-Commerce and Web Development Startups (experience using Shopify for Invoicing) ✅The Biggest Travel Agencies (Hospitality) ✅Digital Marketing Agencies (experience in Community Management and Podcasts) ✅Tech and AI Companies (SaaS) ✅IT Outsourcing (MSP) ✅Solar Companies and Home Security ✅A UPS franchise (Executive Assistant) ✅A Car Refinancing Company ✅A Debt Collection Agency ✅Telecommunications (Phone Carriers) ✅A Retail Electric Provider ✅Cable TV

I'm a HoneyBook specialist who builds CRM automation systems that capture leads, automate client workflows, and streamline business processes with fixed-price packages and 5-7 day delivery. 100% Job Success | 20+ HoneyBook Setup Projects | Expert in Workflow Automation, Zapier Integration, and Client Management Systems If you need HoneyBook configuration, CRM setup, or business automation working THIS WEEK, I can help. ✅ PROVEN RESULTS & CLIENT WINS: • Event venue client: Reduced client onboarding from 14 days to 2 days using automated workflows • Consultant client: Recovered $7,000 in overdue invoices through automated payment reminders • Creative agency: Increased proposal acceptance rate by 35% with branded HoneyBook templates • Wedding planner: Automated 80% of admin tasks, saving 20+ hours weekly ⚡ MY EXPERTISE INCLUDES: ✓ HoneyBook setup, configuration, and optimization ✓ CRM automation and workflow design ✓ Zapier integration and business process automation ✓ Client management systems and pipeline tracking ✓ Proposal automation and contract templates ✓ Payment processing and invoice automation ✓ Email marketing automation and sequences ✓ Calendar scheduling and booking systems ✓ Lead capture forms and client onboarding ✓ Project management integration (Asana, Mondaycom, ClickUp) ✓ Data migration and CRM cleanup ✓ Team collaboration and workspace setup INDUSTRIES I SERVE: • Event planners and wedding coordinators • Coaches and consultants • Creative agencies (design, marketing, photography) • Service-based businesses • Real estate professionals • Virtual event coordinators • Fitness and wellness professionals • Educational consultants TOOLS & PLATFORMS I WORK WITH: HoneyBook | Zapier | Calendly | QuickBooks | Gmail | Google Workspace | Asana | Mondaycom | ClickUp | Notion | Airtable | Slack | Zoom | Mailchimp | ActiveCampaign | Stripe | PayPal WHY CLIENTS CHOOSE ME: ✓ Fixed-price packages (no surprise invoices or hourly uncertainty) ✓ Fast project delivery (I start within 24 hours of hire) ✓ 100% Job Success rating on Upwork ✓ Clear communication with daily progress updates ✓ I don't just set up software:I optimize your entire client journey ✓ Post-launch support and training included ✓ Expertise in business automation, not just technical setup Ready to transform your HoneyBook into a client-generating automation system? Send me your project details and I'll respond within 2 hours with a customized setup plan. Let's automate your business processes, streamline client management, and help you close more deals with less manual work.

“Udit has been of great help when we needed additional capacity in our agile team. He did an excellent job managing daily dev tasks and handling JIRA administration.” “It was a beautiful collaboration. Udit is efficient, responsible, and proactive. He communicates well, delivers on time, and even tests quality independently. I highly recommend working with him.” — Riccardo Fedeli, CEO, OFarm “One of the best finds on Upwork! Highly recommended.” — Pouya Nafisi, CEO, Omnicom Why hire me? I bring deep experience across project, product, and QA management, making me the go-to person when you need someone who can plan, lead, troubleshoot, and execute with minimal oversight. I’ve managed cross-functional teams, multiple projects simultaneously, and complex client communications, all while maintaining quality and deadlines. Project Management Expertise: 1. Managing multiple agile teams 2. Sprint planning, scope, estimation, and retros 3. Hands-on JIRA, Trello, Redmine, ClickUp, Asana 4. Client onboarding, standups, and delivery reviews 5. Risk mitigation and schedule optimization 6. Full project lifecycle: kickoff to launch 7. QA and UAT coordination 8. Agile, Scrum, and Kanban execution Industries Worked In: 1. HealthTech 2. E-Commerce 3. HR and Payroll 4. SaaS Platforms 5. Finance and BI 6. Mobile Apps and B2B Portals Skills Snapshot: * Project & Product Management * QA (Mobile, Web, Desktop) * Business Analysis * Documentation: SRS, FRS, BRD, User Manuals * Team Leadership * Client Communication * Virtual/Executive Assistance * Agile/Scrum Facilitation * System Configuration & Support 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬: As a versatile project leader, I blend agile (scrum/kanban) with structured frameworks like PMBOK to drive success. As a scrum master, I break down epics into actionable user stories, facilitating sprint planning with MoSCoW prioritization and SMART goals to maximize value delivery. In product owner roles, I apply PDCA cycles for continuous improvement while maintaining prioritized backlogs grounded in clear use cases. My business analyst approach combines RACI matrices for stakeholder clarity with detailed user story mapping and use case analysis for requirement precision. I am also experienced in Saas analytics, LMS systems, mental health, and educational tech domains, applying Klaviyo, Google Analytics, and CRM platforms like Salesforce and Monday CRM to deliver actionable insights. 𝐓𝐨𝐨𝐥𝐬 𝐈’𝐦 𝐜𝐨𝐦𝐟𝐨𝐫𝐭𝐚𝐛𝐥𝐞 𝐰𝐢𝐭𝐡: Confluence | Jira | Asana | ClickUp | Monday.com | Microsoft Project | Trello | Teams | Figma | Wireframes | Pencil tool | Notion | Adobe Photoshop | Balsamiq | Lucidchart | PowerPoint | Miro | Visio | Draw.io | Smartsheet | Slack | Google Workspace | Tableau | Power BI | Looker | SQL | Automation tools | SEO Tools Relevant Keywords: Senior Software Project Manager, Business Analyst, Product Owner, QA Engineer, Agile PM, Scrum Master, SaaS Project Manager, Jira Expert, Automation Expert, Documentation Specialist, Remote Team Lead. Let's bring your project to life! With my expertise in agile, scrum, and waterfall methodologies combined with precise business analysis skills, I'll ensure your project is delivered on time, within budget, and to your exact specifications. From initial planning to final execution, I will be your partner in turning vision into reality. Let's discuss how we can achieve outstanding results together. I'm ready to start immediately and make your project my top priority!