You will get a clean, organized CRM to track your clients and pipeline
Rising Talent
Project details
Losing track of clients? Forgetting to follow up? Managing relationships in your head or a chaotic spreadsheet?
I'll build you a fully structured CRM that gives you a clear view of every client, every pipeline stage, and every follow-up you need to make, all in one place. You pick the tool that fits how you already work. I build it around your business, not a generic template.
Choose your platform:
• Notion— best for founders who want an all-in-one workspace (tasks, CRM, notes in one place)
• Airtable— best for teams who want a more database-style, visual CRM with powerful filtering
• Google Sheets/ Microsoft Excel — best for anyone who wants something simple, familiar, and easy to share.
All three deliver the same outcome: a clean, organised client tracker your whole team can use from day one.
I'll build you a fully structured CRM that gives you a clear view of every client, every pipeline stage, and every follow-up you need to make, all in one place. You pick the tool that fits how you already work. I build it around your business, not a generic template.
Choose your platform:
• Notion— best for founders who want an all-in-one workspace (tasks, CRM, notes in one place)
• Airtable— best for teams who want a more database-style, visual CRM with powerful filtering
• Google Sheets/ Microsoft Excel — best for anyone who wants something simple, familiar, and easy to share.
All three deliver the same outcome: a clean, organised client tracker your whole team can use from day one.
Target Country
Worldwide, United States, CanadaWhat's included
| Service Tiers |
Starter
$50
|
Standard
$75
|
Advanced
$120
|
|---|---|---|---|
| Delivery Time | 3 days | 3 days | 5 days |
Number of Projects | 1 | 1 | 1 |
General Project Consulting | - | - | |
Define Project Goals | |||
Define Deliverables & KPIs | |||
Establish Schedule & Milestones | - | ||
Risk Management | - | - | - |
Resource Management | - | - | - |
Budget Management | - | - | - |
Project Reports | - | - | - |
Project Diagrams Provided | - | - | - |
About Dorcas
Business Operations Assistant | Notion, Workflow Systems & Reporting
Accra, Ghana - 6:30 pm local time
My work focuses on execution and systems, ensuring tasks are not only managed but also completed.
I support with:
Workflow and task coordination across projects
Notion workspace setup and system organization
CRM and data management
Reporting using Excel and Google Sheets
Communication and follow-ups across teams
I’m especially strong at stepping into fast-moving environments and creating clarity where things feel scattered, whether that’s organising workflows, tracking deliverables, or improving how work gets done day-to-day.
With a background in business analytics and experience in SaaS and operations support, I understand both the execution side and the bigger picture behind the work.
If you need someone reliable who can bring structure, follow-through, and clarity to your operations, I’d be glad to support.
Steps for completing your project
After purchasing the project, send requirements so Dorcas can start the project.
Delivery time starts when Dorcas receives requirements from you.
Dorcas works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1
Client purchases the project and sends requirements.
Step 2
I review your requirements and build your custom CRM structure.