You will get Set Up and Organize your CRM for Better Client Management
Project details
If your client information is scattered across spreadsheets, emails, or notes, a well-organized CRM can save hours of time and help you stay on top of every opportunity.
In this project, I will set up and organize your CRM so you can easily manage leads, track clients, and streamline your workflow. Whether you're starting from scratch or need your existing CRM cleaned up, I'll create a simple and effective system that helps your business run more efficiently.
This service is perfect for small businesses, entrepreneurs, and service providers who want a clear, organized way to manage clients and grow their business.
In this project, I will set up and organize your CRM so you can easily manage leads, track clients, and streamline your workflow. Whether you're starting from scratch or need your existing CRM cleaned up, I'll create a simple and effective system that helps your business run more efficiently.
This service is perfect for small businesses, entrepreneurs, and service providers who want a clear, organized way to manage clients and grow their business.
Purpose
BusinessLanguage
EnglishWhat's included $150
These options are included with the project scope.
$150
- Delivery Time 3 days
- Number of Revisions 2
- Number of Hours of Work 4
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$50
Additional Pipeline Setup
(+ 1 Day)
+$40
Email Automation
(+ 1 Day)
+$75
CRM Training Walkthrough
(+ 1 Day)
+$50About Carly
Marketing Manager | Content Creator | CRM, SEO, Email & Websites
Pataskala, United States - 5:30 pm local time
I specialize in supporting busy business owners who need help managing marketing, content, and day-to-day operations so they can focus on running their business.
Here's how I can help:
• Social media management & content creation
• CRM setup and organization
• Email management and client communication
• SEO optimization and website updates
• Website creation and maintenance (Wix, etc.)
• Marketing support and workflow organization
• Administrative and executive support
As a business owner myself, I understand how important it is to have someone reliable who can keep things moving, solve problems quickly, and communicate clearly.
My goal is simple: to make your business run more smoothly while helping you grow your online presence.
If you're looking for someone who is organized, proactive, and easy to work with, I'd love to connect and see how I can support your business.
Steps for completing your project
After purchasing the project, send requirements so Carly can start the project.
Delivery time starts when Carly receives requirements from you.
Carly works on your project following the steps below.
Revisions may occur after the delivery date.
Project Kick off & Requirements Review
I review the information you provide about your business, CRM platform, and client workflow to understand how your system should be structured.
CRM Setup & Contact Organization
I set up your CRM account, organize your contacts, and structure your client database so information is easy to find and manage.