You will get CRM Setup or Cleanup (Organize Your Contacts & Workflow)


Project details
Need your contacts cleaned up and organized? I will review, organize, and update your CRM or spreadsheet to ensure accurate, usable data. This includes removing duplicates, standardizing formatting, tagging contacts, and improving overall organization so you can manage leads and clients more efficiently.
What’s Included:
✔ Contact cleanup & organization
✔ Duplicate removal
✔ Tagging & categorization
✔ Basic workflow recommendations
What’s Included:
✔ Contact cleanup & organization
✔ Duplicate removal
✔ Tagging & categorization
✔ Basic workflow recommendations
Purpose
BusinessLanguage
EnglishWhat's included
| Service Tiers |
Starter
$45
|
Standard
$85
|
Advanced
$150
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 3 | 5 | 8 |
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
+$10 - $25Frequently asked questions
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BZ
Badar Z.
Jul 16, 2026
KVCore CRM Management
Outstanding administrative support with excellent communication every step of the way. I highly recommend her.
About Susan
Data entry, administrative taks, real estate marketing
71%
Job Success
Lexington, United States - 9:23 pm local time
Steps for completing your project
After purchasing the project, send requirements so Susan can start the project.
Delivery time starts when Susan receives requirements from you.
Susan works on your project following the steps below.
Revisions may occur after the delivery date.
Consult and Project Approval
I begin with a brief consultation to understand your needs, priorities & workflow. From there, I outline the scope, timeline & expectations for approval before starting any work. Once approved, I begin the project or onboarding for ongoing support.