You will get CRM Audit & Stabilization
Project details
A poorly configured CRM leads to duplicate records, inaccurate reports, broken automations, missed follow-ups, and lost revenue. I With this service, I'll perform a comprehensive CRM audit to identify gaps, optimize workflows, improve automation, clean up data, and recommend best practices that increase productivity and improve customer experience.
What I'll review:
✔ CRM setup and configuration
✔ Data quality and duplicate records
✔ Sales pipelines and deal stages
✔ Customer workflows and automation
✔ Custom fields and properties
✔ Dashboards and reporting
✔ User permissions and roles
✔ Integrations and overall CRM health
What you'll receive:
• A detailed CRM health audit
• Actionable recommendations to improve performance
• Data cleanup and optimization (depending on package)
• Workflow and automation improvements
• Better reporting and CRM organization
• A more efficient CRM that supports business growth
Whether you're implementing a new CRM or improving an existing one, I'll help you eliminate inefficiencies and get more value from your system.
What I'll review:
✔ CRM setup and configuration
✔ Data quality and duplicate records
✔ Sales pipelines and deal stages
✔ Customer workflows and automation
✔ Custom fields and properties
✔ Dashboards and reporting
✔ User permissions and roles
✔ Integrations and overall CRM health
What you'll receive:
• A detailed CRM health audit
• Actionable recommendations to improve performance
• Data cleanup and optimization (depending on package)
• Workflow and automation improvements
• Better reporting and CRM organization
• A more efficient CRM that supports business growth
Whether you're implementing a new CRM or improving an existing one, I'll help you eliminate inefficiencies and get more value from your system.
Project Type
Ecommerce Management, Customer Support, OtherWhat's included $150
These options are included with the project scope.
$150
- Delivery Time 5 days
- Number of Revisions 2
Optional add-ons
You can add these on the next page.
Fast 3 Days Delivery
+$100
Additional Revision
+$50Frequently asked questions
2 reviews
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MH
Muhammad Hammad H.
Mar 10, 2026
Virtual Assistant (Developer Blogging Platforms Setup – Hashnode, Dev.to & Medium.com)
She works really well and handles confidential information with care. She clearly communicated with me and even sugessted places of minor improvements. She went out of her way to create some graphics for my blog accounts. I really liked working with her and would definitely recommend her for VA roles.
MH
Muhammad Hammad H.
Dec 18, 2025
Virtual Assistant for Process Documentation & Business Setup (Software Agency)
I reviewed Ebikere’s work as part of a paid task focused on project assignment, handoff, and internal documentation.
Ebikere delivered well-structured, execution-oriented documentation with a strong emphasis on clarity, accountability, and smooth transitions between team members. She also proactively suggested usability improvements, such as incorporating video walkthroughs into documentation.
She would be a solid choice for administrative support or internal process documentation work.
Ebikere delivered well-structured, execution-oriented documentation with a strong emphasis on clarity, accountability, and smooth transitions between team members. She also proactively suggested usability improvements, such as incorporating video walkthroughs into documentation.
She would be a solid choice for administrative support or internal process documentation work.
About Ebikere Sonia
Customer Support Specialist | Email & Live Chat | Order & CRM Support
Benin City, Nigeria - 1:33 am local time
I'm a Zendesk Certified Customer Support Specialist and I fix the exact problem you're probably dealing with including slow replies, missed tickets, and messy CRM data costing you customers you already paid to get.
I've managed 200+ customer support tickets a week across email, live chat, and helpdesk tools, holding a 98% resolution rate. On one team, I cut first response time from 3 hours to 45 minutes, no extra headcount, just a better workflow.
Here's What I Handle:
CUSTOMER SUPPORT & HELPDESK
Email support, live chat support, and social media support using Zendesk, Freshdesk, and Intercom. Ticket management, SLA setup, escalations, order tracking, and knowledge base updates — all with clear, professional communication.
CRM SETUP & MANAGEMENT
Setup and cleanup for HubSpot CRM, Pipedrive, Zoho CRM, and Airtable. I organize customer data, build pipelines, track leads, and automate workflows so nothing slips through. I've built WhatsApp-to-Airtable systems for lead capture and order tracking.
VIRTUAL ASSISTANT & ADMIN SUPPORT
Inbox and calendar management, scheduling, appointment booking, SOPs, and Google Workspace admin. I also handle lead generation and pipeline tracking . For a cybersecurity firm, I generated 25 qualified leads, organized them into a CSV, and built a tracking dashboard so the sales team never lost a follow-up.
Clients usually get back 10-15 hours a week once I take this off their plate.
WHY WORK WITH ME:
- Zendesk Certified Customer Service Professional
- Google Technical Support Certified
- 98% ticket resolution rate
- Fast communicator, usually replies within 4 hours
- Comfortable across time zones
- GDPR-aware, NDA-ready
TOOLS I WORK WITH:
Zendesk, Freshdesk, Intercom, HubSpot CRM, Pipedrive, Zoho CRM, Airtable, Notion, Shopify, Google Workspace, Slack, ClickUp, Trello, Asana and GHL
Message me and tell me what's slowing your support or CRM down. I'll tell you exactly how I'd fix it.
Steps for completing your project
After purchasing the project, send requirements so Ebikere Sonia can start the project.
Delivery time starts when Ebikere Sonia receives requirements from you.
Ebikere Sonia works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery
Review your CRM setup, business goals, and current processes.
Full CRM Audit
Analyze data quality, pipelines, automations, permissions, custom fields, reports, integrations, and workflows.