You will get CRM Setup & Lead Pipeline | HubSpot Zoho Pipedrive | Zapier Automation
Project details
A CRM that isn't set up properly is just a database nobody uses. I build CRM systems that your team actually adopts — with pipelines that reflect your real sales process and automations that remove the manual work.
I have set up and optimised CRM systems in HubSpot, Zoho, Salesforce, and Pipedrive for clients across e-commerce, real estate, and services. I reduced one client's manual admin work by 35% in the first month.
STARTER: Full CRM configuration — contact properties, deal stages mapped to your sales process, user permissions, and Zapier integration connecting your primary lead source (website form, LinkedIn, or ad platform).
STANDARD: Everything in Starter, plus automated email follow-up sequences, lead scoring rules, task automation for your sales team, and a complete pipeline dashboard so you can see deal progress at a glance.
ADVANCED: Everything in Standard, plus data migration from your current system, a 45-minute recorded walkthrough training for your team, and 30 days of email support after delivery.
Tools: HubSpot · Zoho CRM · Pipedrive · Salesforce · Zapier · Make
I have set up and optimised CRM systems in HubSpot, Zoho, Salesforce, and Pipedrive for clients across e-commerce, real estate, and services. I reduced one client's manual admin work by 35% in the first month.
STARTER: Full CRM configuration — contact properties, deal stages mapped to your sales process, user permissions, and Zapier integration connecting your primary lead source (website form, LinkedIn, or ad platform).
STANDARD: Everything in Starter, plus automated email follow-up sequences, lead scoring rules, task automation for your sales team, and a complete pipeline dashboard so you can see deal progress at a glance.
ADVANCED: Everything in Standard, plus data migration from your current system, a 45-minute recorded walkthrough training for your team, and 30 days of email support after delivery.
Tools: HubSpot · Zoho CRM · Pipedrive · Salesforce · Zapier · Make
Project Type
OtherWhat's included
| Service Tiers |
Starter
$150
|
Standard
$300
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Frequently asked questions
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MD
Mel D.
Oct 23, 2025
ClickUp Project Creation Specialist
Very skilled with ClickUp and defining and creating project plans.
TP
Tyler P.
Jun 10, 2025
Technology and Administrative Support
I hope to work with Sajjad again!
TP
Tyler P.
Jan 24, 2025
Marketing Consulting and Strategy
IE
Ihab E.
Jul 9, 2024
Looking for some nice and simple videos creation
Great to work with! Did some really creative and high quality videos to help with our AVD. Would recommend working with.
AK
Alexander K.
Jan 24, 2024
Video editing for the previous contract
Sajjad helped me with two instructional videos. Great job! Will definitely hire Sajjad again.
About SAJJAD
Operations Manager | Project Manager | Fractional COO
100%
Job Success
Uttara Dhaka, Bangladesh - 10:29 pm local time
I build systems, lead distributed teams, and deliver outcomes for US businesses -
fully remote, highly experienced across e-commerce, EdTech, BPO, real estate, and digital
services. I don't just execute; I design the engine that keeps executing after I hand
it over.
🔹 100% on-time delivery across 30+ concurrent projects - sustained over 2 years
🔹 SOP design that cut process error rates by 30% and onboarding time by 20%
🔹 Remote teams of 8–30 led across US, AU, and BD time zones
🔹 Zero missed SLA deadlines across 20+ concurrent client accounts
OPERATIONS AND PROJECT MANAGEMENT:
Senior-level delivery - not coordination, but ownership:
- 30+ concurrent projects managed across e-commerce, BPO, and real estate verticals
- Cross-functional remote teams led with structured OKRs, sprint cycles, and
performance review frameworks
- SOP design, process documentation, and workflow optimisation across departments
- Vendor management, procurement negotiation, and contractor coordination
- Executive KPI dashboards tracking revenue, fulfilment, team performance, SLA
- Full project lifecycle: scoping to sprint planning to execution to delivery
- Tools: Asana · ClickUp · Monday · Notion · Trello · Jira · Google Workspace
CRM, AUTOMATION AND OPERATIONS SYSTEMS:
The layer that connects your team, your data, and your revenue:
- HubSpot · Zoho CRM · Salesforce · Pipedrive - setup, pipeline build, management
- Zapier · Make · n8n - multi-step workflow automation, 30% reduction in manual
admin overhead for active clients
- Lead generation pipelines, CRM hygiene, and contact lifecycle management
- Marketing operations support: email sequences, drip campaigns, campaign tracking
- CRM-to-operations stack integrations across sales, fulfilment, and client success
WHY CLIENTS HIRE ME AND KEEP COMING BACK:
✔ 100% Job Success Score - verified track record
✔ Zero missed SLA deadlines across 20+ concurrent client accounts
✔ Proactive communicator - you will never chase me for an update
✔ US time zone flexible - EST / CST / PST coverage available
✔ Google Project Management Certificate · IBM AI Certified
TOOL STACK:
Project Mgmt: Asana · ClickUp · Monday · Notion · Trello · Jira
CRM: HubSpot · Zoho · Salesforce · Pipedrive
Automation: Zapier · Make · n8n
E-commerce: Shopify · Amazon Seller Central · WordPress
Communication: Slack · Zoom · Microsoft Teams · Loom · Google Meet
Admin: Google Workspace · MS Office 365 · Airtable · Calendly · QuickBooks
📩 Tell me what you need. I'll tell you exactly how I'd handle it.
Steps for completing your project
After purchasing the project, send requirements so SAJJAD can start the project.
Delivery time starts when SAJJAD receives requirements from you.
SAJJAD works on your project following the steps below.
Revisions may occur after the delivery date.
Submit Requirements
You submit your sales process, lead sources, team size, and CRM access credentials.
Mapping
I map your pipeline stages and automation logic before touching the CRM.