You will get CRM Cleanup and Optimization
Project details
I will clean up, streamline, and optimize your Zoho or other CRM so your team can trust the data, work more efficiently, and eliminate the confusion caused by messy fields, outdated pipelines, and broken automations.
This project includes a full review of your CRM structure, cleanup of key modules, optimization of fields and pipelines, and repair or redesign of your essential automations. I can also refresh or build leadership dashboards so you have clear, accurate insights into your pipeline, activity, and performance.
With 10+ years of experience managing CRM systems for teams of 50–120+ users, I focus on practical improvements that make a real difference in daily operations. My process is structured, collaborative, and designed to minimize disruption to your team while maximizing clarity and usability.
The work you receive is clean, reliable, and fully documented so your CRM remains stable and scalable as your business grows.
This project includes a full review of your CRM structure, cleanup of key modules, optimization of fields and pipelines, and repair or redesign of your essential automations. I can also refresh or build leadership dashboards so you have clear, accurate insights into your pipeline, activity, and performance.
With 10+ years of experience managing CRM systems for teams of 50–120+ users, I focus on practical improvements that make a real difference in daily operations. My process is structured, collaborative, and designed to minimize disruption to your team while maximizing clarity and usability.
The work you receive is clean, reliable, and fully documented so your CRM remains stable and scalable as your business grows.
Project Type
Data Entry, Ecommerce Management, Project Management, OtherWhat's included
| Service Tiers |
Starter
$450
|
Standard
$850
|
Advanced
$1,400
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$50
Team Training Cal
(+ 1 Day)
+$400
Data Cleanup
(+ 2 Days)
+$150
Dashboard Setup
(+ 3 Days)
+$200Frequently asked questions
7 reviews
(7)
(0)
(0)
(0)
(0)
This project doesn't have any reviews.
LM
Lisa M.
Oct 1, 2018
[INT003 -Comp Skills] Content Validity SMEs -Basic Computer Skills
VG
Victoria G.
Sep 23, 2018
ClickFunnels Funnel Support
I really enjoyed working with Phlillip. Then he found a full time job and everything changed. It's unfortunate because he is truly talented, gets the job done quickly and professionally. The websites look great. He's great with ClickFunnels. I would hire him again. One area for improvement however is communication. Overall I was pretty satisfied with his work.
VG
Victoria G.
Jun 30, 2018
VSL Script Edit and Video Editing
Phillip provided a great service here for me. Very helpful in guiding me with my sales letter and made some good edits on my video. I would hire him again for this work.
VG
Victoria G.
Jun 22, 2018
GDPR Updates and Upgrades
I've enjoyed most of my experiences with Phillip. He is intelligent, kind, dedicated, fast, and responsive. The challenge in this particular case has been that he's less available due to having to balance freelancing with full time employment. Also, while he has excellent programming skills, Magento requires a unique skill set that he lacks the experience with in my opinion. I do plan to continue working with Phillip on future projects where I can better utilize the skills where he does excels.
TS
Tim S.
Mar 19, 2018
Update InfusionSoft email message
Thank you, Phillip! He completed the job quickly, and everything was perfect. Exactly as we needed it done. Will definitely send more projects to Phillip.
About Phillip
Technical Operations & CRM / Automation Consultant (Zoho, Zapier, N8N)
100%
Job Success
Lakewood, United States - 1:55 am local time
For the past 10+ years I have been the “technical operations” person behind CEOs, COOs, and sales leaders, aligning CRM, ecommerce, and automation tools so teams can focus on selling and serving customers instead of wrestling with software.
What I do best
- CRM cleanup and optimization (Zoho CRM, Salesforce)
- Workflow and automation design (Zapier, n8n, Make)
- Shopify and ecommerce operations (apps, integrations, order flows)
- Reporting and dashboards for leadership (Zoho Analytics, Looker, Tableau)
- Process mapping and documentation so teams know what to do and when
Typical projects
- Clean up a messy CRM, fix fields, pipelines, and automations so sales and support teams can trust the data.
- Build automations between tools (for example Shopify, CRM, email, invoicing) so staff are not copying and pasting between systems.
- Create dashboards for owners and managers that show revenue, pipeline, and operations health in one place.
- Audit existing tools, remove what is redundant, and consolidate vendors to save money and reduce complexity.
How I work
- Simple language, no jargon. I translate technical details into clear decisions.
- Collaborative. I ask questions, listen, and design around how your team actually works.
- Structured. I map current state, define the target state, and then build in steps so it does not overwhelm your team.
I have led technical operations for real estate, retail, ecommerce, and SaaS companies, including CRM operations for 120+ users and platform operations for over 50,000 end users. If your systems feel held together with duct tape, that is where I do my best work.
If this sounds like what you need, send me a brief message about your current setup (tools in use and the main problems you are facing) and we can talk through options.
Steps for completing your project
After purchasing the project, send requirements so Phillip can start the project.
Delivery time starts when Phillip receives requirements from you.
Phillip works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Review
I review your CRM structure, fields, pipelines, and automations. I also analyze your workflow notes and identify major issues that cause confusion or data problems.
Cleanup & Optimization
If purchased: I clean up fields, fix or rebuild pipelines, remove duplicates, and repair automations. I ensure your CRM matches your real sales and support process.