You will get I will clean up and organize your CRM to improve your sales pipeline
Project details
Struggling with a messy CRM or losing leads? I will clean up and organize your sales pipeline, giving you a simple, clear system to track deals, improve follow-ups, and close more sales.
Purpose
BusinessIndustry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$80
|
Standard
$140
|
Advanced
$220
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | - | - | - |
Travel Planning | - | - | - |
About Tomas
Sales Operations & CRM Specialist | Helping businesses organize + grow
Navan, Ireland - 10:29 am local time
My strength lies in transforming complex sales workflows into efficient, scalable systems through data analysis, automation, and structured CRM management.
I combine a strong background in Account Management, Customer Success, and Sales Support with hands-on expertise in tools like HubSpot, Salesforce, SAP, and Pipedrive.
This allows me to bridge strategy and execution — improving pipeline visibility, increasing team efficiency, and supporting revenue growth across the entire sales cycle.
I thrive in roles that require problem-solving, cross-functional collaboration, and the ability to bring clarity and structure to fast-moving environments.
My approach is simple: build processes that make teams more productive and clients more successful.
What I excel at:
• Sales Operations & RevOps frameworks
• CRM implementation, optimization & automation
• Sales process mapping and pipeline organization
• KPI creation, reporting & data-driven decision making
• Account Management & customer retention
• Continuous improvement across sales, CS & logistics
• Cross-functional collaboration with product, ops, and finance
Languages: EN (Fluent) | PT (Native) | ES (Basic)
Working remotely across global markets (EU, UK, US).
If your company needs structure, clarity, and operational strength to scale, let’s connect.
Steps for completing your project
After purchasing the project, send requirements so Tomas can start the project.
Delivery time starts when Tomas receives requirements from you.
Tomas works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 — Access & Initial Review
You provide access to your CRM or share relevant data/screenshots. I review your current setup to understand your structure, gaps, and main issues.
Step 2 — Analysis & Plan
I analyze your pipeline, deal stages, and follow-up process. Then I define a clear and simple structure to improve your CRM.