You will get Fix my CRM: Cleanup, Pipeline Setup & Automated Follow-Ups


Project details
I don’t just “set up CRMs”, I rebuild them to match how your business actually works. Most CRMs fail because they were rushed, not because the tool is bad. I audit your data, fix duplicates, restructure pipelines, and create automated follow-ups that keep leads moving without manual chasing. My approach focuses on logic first: clear stages, accurate tagging, and reliable reporting so you always know where revenue stands. You get a system that supports your sales process, not one you fight daily. I also provide simple training so your team can maintain it easily. The result: fewer lost leads, faster responses, and a CRM that finally feels like an asset, not another task.
Industry
Animals & Pets, Architecture & Interior Design, Arts & Design, Beauty & Cosmetics, Business Services & Consulting, Ecommerce, Education, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Nonprofit, Photography, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$95
|
Standard
$175
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Scriptwriting | - | - | - |
Summary Report | |||
Social Media Replies | - | - | - |
Email Support | - | - | |
Live Chat Support | - | - | - |
Optional add-ons
You can add these on the next page.
Email Support
(+ 1 Day)
+$40
Live Chat Support
(+ 3 Days)
+$80
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SL
Sara L.
Jan 21, 2026
Part-time VA who is tech-savvy and knows Go High Level
About Anastasia
Shopify Customer Support Expert |Email & Live Chat, Zendesk, Freshdesk
Abuja, Nigeria - 6:47 am local time
That customer isn’t coming back.
I’m Anastasia. I handle your entire customer support queue: email, phone, and live chat - so no ticket goes unanswered, no refund becomes a dispute, and no angry customer becomes a lost review.
What I run for you daily:
▸ Email and live chat via Zendesk, Freshdesk, and Intercom
▸ Order tracking and shipping issue resolution - same day
▸ Refund and return processing done correctly the first time
▸ Chargeback and payment complaint handling before it escalates
▸ Shopify and WooCommerce order management and updates
▸ De-escalation that turns refund requests into repeat customers
Proof it works:
▸ Handled high-volume inbox with zero missed tickets and consistent under-2hr response time
▸ Resolved an escalating complaint before it became a chargeback - customer stayed and reordered
You need me if:
▸ Customers are emailing twice because nobody replied
▸ Refunds and disputes are piling up unresolved
▸ You’re the founder doing support at midnight instead of building
I respond fast. I write in your brand voice. I close issues in one reply.
Your queue is full right now. Let’s fix that today.
- Anastasia
Steps for completing your project
After purchasing the project, send requirements so Anastasia can start the project.
Delivery time starts when Anastasia receives requirements from you.
Anastasia works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 - Discovery and system review
I review your current CRM, forms, pipelines, and integrations, confirm goals and map your real sales process. I will verify access, identify data issues and agree on the exact structure before any changes are made.
Step 2 - CRM Cleanup & Pipeline Setup
I cleanup duplicates, fix tags, restructure stages, and align the pipeline with your actual customer journey.