You will get CRM Research and Recommendation
Project details
I’ll research and compare CRM tools to find the one that best fits your business needs. My deliverable will include a detailed comparison table, a well-informed recommendation, and practical tips for implementation. My goal is to make sure you have a clear, actionable plan to track companies, manage relationships, and streamline workflows efficiently. Everything will be tailored to your goals, user-friendly, and ready to integrate seamlessly with your team’s workflow.
Purpose
PersonalLanguage
EnglishWhat's included $45
These options are included with the project scope.
$45
- Delivery Time 1 day
- Number of Hours of Work 3
- Project Management Support
13 reviews
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MB
Michael B.
Dec 19, 2024
Jaye was a pleasure to work with on our CRM research project. She demonstrated excellent attention to detail, delivered insightful recommendations, and tailored her work to our specific needs. Her professionalism, clear communication, and ability to produce high-quality work exceeded our expectations.
We highly recommend Jaye for any project requiring a thoughtful and reliable professional.
We highly recommend Jaye for any project requiring a thoughtful and reliable professional.
AH
Angie H.
Nov 20, 2025
You will get a customize flyer of your own choice
AT
Artura T.
Nov 14, 2025
Right Hand to the CEO — Executive Assistant Who Loves Solving Problems at Lightning Speed
RP
Robert P.
Apr 15, 2025
You will get a customize flyer of your own choice
ST
Swept T.
Mar 14, 2025
Virtual Executive Assistant
ML
Melvin L.
Jan 13, 2025
Executive Assistant (Full Time)
About Jaye
Chief of Staff & Executive VA | Systems, SOPs & ClickUp Operations
68%
Job Success
Cebu City, Philippines - 8:41 pm local time
I'm Jaye — a Chief of Staff and Executive VA with 6+ years supporting CEOs and startup founders. I specialize in turning operational chaos into clean, scalable systems using ClickUp, Notion, and Google Workspace.
What I do best:
🧠 Executive & Founder Support
Inbox and calendar management, meeting coordination, investor deck prep, client onboarding, and protecting your deep work time.
⚙️ Operations & Systems
ClickUp CRM setup, SOP creation, workflow documentation, Google Sheets dashboards, payroll trackers, and knowledge bases — built from scratch.
📈 Client Success & CRM
Lead tracking, onboarding flows, email sequences, retention campaigns, and CRM organization across HubSpot, Zoho, and ClickUp.
📊 Project & Business Admin
ClickUp/Notion project management, hiring coordination, vendor management, invoice prep, and payment tracking.
Tools I use daily: ClickUp · Notion · HubSpot · Zoho · Google Workspace · Slack · PandaDoc · Mailchimp · Klaviyo · Canva · Shopify · QuickBooks · Xero
If your inbox is overflowing, your ClickUp is a mess, or your operations feel chaotic — send me a message. Let's build the systems that let your business run without you.
Steps for completing your project
After purchasing the project, send requirements so Jaye can start the project.
Delivery time starts when Jaye receives requirements from you.
Jaye works on your project following the steps below.
Revisions may occur after the delivery date.
Review Project Objective
The aim is to find a CRM that helps you: 1. Track companies and key individuals seamlessly 2. Assess deals and link relationships effortlessly 3. Streamline workflows so everything runs smoothly
Research the Best CRM Tools
I’ll dive in and identify at least 3 CRM solutions that fit your needs. I’ll focus on: 1. Tools that let you link people and companies, like sorting deals sent by partners 2. Ease of Use. 3. Cost-Effectiveness.