You will get Monday / CRM Setup / Automation / Contact / Lead / Deal / Sales Management
Project details
I don’t just “set up” Monday CRM — I design revenue systems.
Most CRM implementations fail because they copy generic pipelines and focus on features instead of sales strategy. I start by understanding your buyer journey, qualification logic, and decision flow — then build a structured CRM that reflects how your customers actually buy.
My approach combines:
• Sales process design
• Clean, conversion-driven pipeline architecture
• Smart automations that reduce manual follow-ups
• Executive dashboards for accurate forecasting
• Seamless integrations with your existing tools
The result? A CRM that improves visibility, increases accountability, and supports predictable revenue growth — not just another board with columns.
If you want a CRM that works as a strategic growth engine rather than a reporting tool, this project is built for you.
Most CRM implementations fail because they copy generic pipelines and focus on features instead of sales strategy. I start by understanding your buyer journey, qualification logic, and decision flow — then build a structured CRM that reflects how your customers actually buy.
My approach combines:
• Sales process design
• Clean, conversion-driven pipeline architecture
• Smart automations that reduce manual follow-ups
• Executive dashboards for accurate forecasting
• Seamless integrations with your existing tools
The result? A CRM that improves visibility, increases accountability, and supports predictable revenue growth — not just another board with columns.
If you want a CRM that works as a strategic growth engine rather than a reporting tool, this project is built for you.
Project Type
Data Entry, Ecommerce Management, Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$195
|
Standard
$345
|
Advanced
$745
|
|---|---|---|---|
| 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.
Fast Delivery
+$95 - $245
Additional Revision
+$50
Advanced Automation Setup
(+ 3 Days)
+$145Frequently asked questions
39 reviews
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This project doesn't have any reviews.
AP
Alan P.
Apr 9, 2018
Microsoft Dynamics CRM
AA
Ahmad A.
Jul 26, 2017
Setup SMS with CRM
He knows what he does. I needed help in CRM and he was available to do all kind of work. He was guiding me for what should be done based on my specs. This kind of skills you rarely find in other freelancers.
So if you need help with CRM, stick with Zahid.
So if you need help with CRM, stick with Zahid.
XL
XcelPros L.
Jul 18, 2017
Microsoft Dynamics CRM Developer
Zahid is good with CRM but his availability was an issue. He was not available to discuss the updates and progress on the tasks assigned to him. Required a lot of follow-up to get a task done. He is very good with spoken english from a communication standpoint, but ranks low when it comes to communicating on project tasks and their timely completion.
AA
Ahmad A.
Jul 18, 2017
Setup Microsoft CRM Dynamics 2015 on EC2 Machine
Zahid delivered exactly what I need, and he even over-delivered without me asking. Good person to work with. I actually already gave him another work, and will keep doing that in future.
NO
Noah O.
May 30, 2017
crm
great job! will work again
About Zahid Wakil
CRM | Revenue Operations Consultant | Driving Efficiency & Engagement
Dubai, United Arab Emirates - 10:58 am local time
Skills
• CRM Implementation
• Digital Marketing
• Marketing Automation
• Data Analysis & Reporting
• Complete IT Administration
• Strategic Marketing Planning
• Business Process Automation & Improvement
How I Can Help in CRM Implementation
Strong experience driving business growth through strategic CRM implementations, process optimization, and data-driven solutions, enhancing sales productivity, customer engagement, and revenue growth.
CRM Implementation Services
• CRM Strategy Development
• Requirements Gathering (FRMD)
• CRM Selection
• Configuration and Customization
• Data Migration
• Integration Services
• AI & Workflow Automation
• User Training and Adoption
• Testing and Quality Assurance
• Post-Implementation Support
Strategy and Consulting
• Conduct CRM readiness assessments and strategy development.
• Provide guidance on CRM best practices and industry trends.
• Develop business cases and ROI analyses for CRM investments.
• CRM Analytics: Reporting, Dashboarding, Data Visualization.
Specific CRM Skills
Microsoft Dynamics CE | 365
a. Sales
b. Marketing
c. Customer Service
d. Field Service
Salesforce
Salesforce
Zoho
HubSpot
SuiteCRM
GoHighLevel
Monday
How I Can Help in Digital Marketing
As a seasoned digital marketing expert, I empower businesses to thrive in the online landscape through tailored strategies, innovative solutions, and data-driven insights.
Digital Marketing Services
• Digital Marketing Strategy Development
• SEO Audit and Optimization
• PPC Campaign Management
• Social Media Marketing and Management
• Email Marketing and Automation
• Content Creation and Copywriting
• Marketing Automation and CRM Implementation
• Analytics and Performance Reporting
• Conversion Rate Optimization (CRO)
• User Experience (UX) Design
Industry Expertise
• Financial Services
• Healthcare
• Retail
• Manufacturing
• Non-Profit
Benefits of Working with Me
• Improved sales productivity and efficiency
• Enhanced customer engagement and satisfaction
• Increased revenue and ROI
• Better data quality and decision-making
• Streamlined business processes
Education
• Master of Business Administration (MBA) Major in (Strategic Marketing) from Manchester Metropolitan University Business School (2006-2007)
Language
• English (Fluent)
Availability
• Full-time freelance availability
• Flexible scheduling to accommodate client needs
Steps for completing your project
After purchasing the project, send requirements so Zahid Wakil can start the project.
Delivery time starts when Zahid Wakil receives requirements from you.
Zahid Wakil works on your project following the steps below.
Revisions may occur after the delivery date.
Internal Testing & Optimization
I test automations, workflows, and reporting accuracy to ensure everything runs smoothly before client review.