You will get CRM Setup + Sales Pipeline Organization


Project details
I will help you organize and optimize your CRM system to create a clearer, more efficient sales process for your business.
With experience supporting B2B teams, sales operations, and remote businesses, I specialize in CRM organization, sales pipeline setup, workflow optimization, and lead management. My goal is to help you improve visibility, streamline follow-ups, and create a smoother client experience from the first contact.
This project is ideal for businesses that need structure, organization, and a more effective way to manage leads and sales activity.
What you can expect:
✔ Organized CRM pipeline
✔ Custom sales stages
✔ Lead tracking setup
✔ Contact organization
✔ Basic workflow improvements
✔ Clear and efficient system structure
I focus on creating practical systems that are easy to manage, scalable, and aligned with your business needs. Whether you're starting from scratch or need help improving an existing CRM, I’m here to help you build a system that supports your growth
With experience supporting B2B teams, sales operations, and remote businesses, I specialize in CRM organization, sales pipeline setup, workflow optimization, and lead management. My goal is to help you improve visibility, streamline follow-ups, and create a smoother client experience from the first contact.
This project is ideal for businesses that need structure, organization, and a more effective way to manage leads and sales activity.
What you can expect:
✔ Organized CRM pipeline
✔ Custom sales stages
✔ Lead tracking setup
✔ Contact organization
✔ Basic workflow improvements
✔ Clear and efficient system structure
I focus on creating practical systems that are easy to manage, scalable, and aligned with your business needs. Whether you're starting from scratch or need help improving an existing CRM, I’m here to help you build a system that supports your growth
Project Type
Data Entry, Project Management, Customer SupportWhat's included
| Service Tiers |
Starter
$85
|
Standard
$197
|
Advanced
$397
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$20Frequently asked questions
About Mariangeles
Business Operations Assistant | CRM, Systems & Organization
Caracas, Venezuela - 6:53 pm local time
Since 2021, I’ve worked remotely with corporate teams helping organize operations, improve internal processes, and create smoother client journeys from lead generation to pre-sale follow-up.
I combine my background in Advertising & Marketing with hands-on operational experience, allowing me to support both the strategic and execution side of a business.
Here’s how I can support your business:
✔ CRM setup, organization & pipeline management
✔ Sales funnel creation and lead tracking
✔ Data entry, database cleanup & contact management
✔ Workflow optimization & SOP creation
✔ Project coordination & task management
✔ Marketing operations support
✔ Client communication & pre-sales experience
✔ Administrative support in remote environments
Tools I work with:
CRM platforms, Google Workspace, spreadsheets, task management systems, project management tools, and communication platforms.
I’m highly organized, proactive, detail-oriented, and passionate about building systems that make businesses run smoother while improving both team efficiency and client experience.
If you need someone who can bring structure, consistency, and operational support to your business — let’s connect.
Steps for completing your project
After purchasing the project, send requirements so Mariangeles can start the project.
Delivery time starts when Mariangeles receives requirements from you.
Mariangeles works on your project following the steps below.
Revisions may occur after the delivery date.
Business & CRM Review
I’ll review your current CRM structure, sales process, and business needs to understand how your workflow currently operates.
Pipeline Organization
I’ll organize your CRM pipeline, create stages, structure lead tracking, and optimize the system for better workflow visibility.




