You will get CRM Clean-Up & Basic Setup
Project details
A well-functioning CRM is the backbone of seamless operations, yet many businesses struggle to fully leverage its potential for sales, marketing, and support.
This project offers a practical solution: expert CRM data cleaning and workflow optimization. I'm here to integrate your customer information into a coherent system, automating key processes to enhance your operational efficiency and improve overall client management.
Why this CRM project is crucial for your business:
-Streamlined Processes: I configure CRM workflows that connect sales, marketing, and customer service, ensuring smooth transitions and consistent client experiences.
-Reliable Data Foundation: Gain confidence in your customer data with thorough cleaning, de-duplication, and standardization.
-Automated Productivity: Implement automated tasks, email sequences, and alerts that reduce manual errors and free up your team's time for high-value activities.
-Strategic Insights: With cleaner data and smarter workflows, you'll be able to generate more accurate reports and make data-driven decisions.
Let's build a foundation for operational excellence and stronger client relationships.
This project offers a practical solution: expert CRM data cleaning and workflow optimization. I'm here to integrate your customer information into a coherent system, automating key processes to enhance your operational efficiency and improve overall client management.
Why this CRM project is crucial for your business:
-Streamlined Processes: I configure CRM workflows that connect sales, marketing, and customer service, ensuring smooth transitions and consistent client experiences.
-Reliable Data Foundation: Gain confidence in your customer data with thorough cleaning, de-duplication, and standardization.
-Automated Productivity: Implement automated tasks, email sequences, and alerts that reduce manual errors and free up your team's time for high-value activities.
-Strategic Insights: With cleaner data and smarter workflows, you'll be able to generate more accurate reports and make data-driven decisions.
Let's build a foundation for operational excellence and stronger client relationships.
What's included
| Service Tiers |
Starter
$75
|
Standard
$150
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 2 days | 6 days | 8 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 4 | 10 | 16 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$30 - $50
2 reviews
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SR
Sherrie R.
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The freelancer was pleasant to work with initially; however, the final stage of the project was not completed as directed. Communication became inconsistent, and despite several follow-up attempts, the agreed-upon outreach to my cast and crew for the premiere did not take place. I was disappointed and upset with how this was handled, as it impacted an important moment in my project.
MS
Matador S.
Sep 17, 2025
Website Testing - Maryland, Virginia, Washington, D.C., West Virginia, Delaware, or Pennsylvania
The project flowed effortlessly due to Jasmine's excellent coordination and effectiveness.
About Jasmine
Virtual Business Manager | VA | Operations & Scale-Up Strategist
44%
Job Success
Erie, United States - 5:17 pm local time
How I add value:
🎯 Results-Driven Project Management:
-10 years leading projects for a dynamic SaaS startup.
-Proficient with Trello, Monday.com, ClickUp, Notion, and innovating custom solutions (e.g., advanced Google Sheets task management).
-Efficiency champion: I excel at identifying pain points and creating streamlined workflows.
🤝 Trusted Executive & Virtual Support:
-CEO-level Executive Assistant: Dependable liaison and strategic partner, making crucial decisions on your behalf.
-Full customer lifecycle support: Dedicated to seamless client journeys.
-CRM & Email Workflow Specialist: Setting up organized, effective communication systems.
✨ Your Advantage:
-Unwavering professionalism and high standards in every task.
-Highly adaptable and quick to learn any tool or process.
-I thrive on delivering solutions, freeing you to focus on your core business.
Let's chat about how I can become an indispensable part of your team! 🚀💼
Steps for completing your project
After purchasing the project, send requirements so Jasmine can start the project.
Delivery time starts when Jasmine receives requirements from you.
Jasmine works on your project following the steps below.
Revisions may occur after the delivery date.
Order Confirmation & Requirement Submission
-Once your project is purchased, you'll provide the necessary requirements (as listed above) through Upwork. -I'll review your submission to ensure I have all the details needed to start.
Discovery & Strategy Session
-We'll schedule our (Tier 1: quick review of requirements | Tier 2: 1-hour | Tier 3: up to 3-hour) video consultation. -We'll delve into your CRM's current state, discuss specific challenges, and confirm the exact outcomes you're looking for.