You will get CRM Setup, Cleanup & Sales Pipeline Optimization
Project details
I help businesses transform messy, confusing, or underperforming CRMs into structured, practical sales systems designed for real-world workflows.
Many CRM challenges are not technical problems — they’re clarity, structure, and workflow design problems. This project focuses on simplifying pipelines, improving visibility, and ensuring leads move through your system in a way that actually reflects how your business sells.
My approach prioritizes clean architecture, logical stage design, and practical automation that enhances operations without creating unnecessary complexity or fragile workflows.
Who This Project Is For
This project is ideal if:
• Your CRM feels cluttered or disorganized
• Pipeline stages feel unclear or bloated
• Leads are not being followed up consistently
• Workflows don’t reflect how you actually sell
• Automation feels broken or unreliable
My Approach
I focus on building CRM systems that are:
• Clear & easy to navigate
• Structured for real sales workflows
• Logically organized
• Reliable & maintainable
• Optimized without overengineering
A CRM should support your sales process — not complicate it.
Many CRM challenges are not technical problems — they’re clarity, structure, and workflow design problems. This project focuses on simplifying pipelines, improving visibility, and ensuring leads move through your system in a way that actually reflects how your business sells.
My approach prioritizes clean architecture, logical stage design, and practical automation that enhances operations without creating unnecessary complexity or fragile workflows.
Who This Project Is For
This project is ideal if:
• Your CRM feels cluttered or disorganized
• Pipeline stages feel unclear or bloated
• Leads are not being followed up consistently
• Workflows don’t reflect how you actually sell
• Automation feels broken or unreliable
My Approach
I focus on building CRM systems that are:
• Clear & easy to navigate
• Structured for real sales workflows
• Logically organized
• Reliable & maintainable
• Optimized without overengineering
A CRM should support your sales process — not complicate it.
Database Type
MySQL, PostgreSQL, MongoDBWhat's included
| Service Tiers |
Starter
$450
|
Standard
$900
|
Advanced
$1,750
|
|---|---|---|---|
| Delivery Time | 4 days | 7 days | 10 days |
Number of Revisions | 0 | 1 | 2 |
Schema Diagram | - | ||
Permissions Setup | - | - | - |
Import/Export Data | |||
Admin Panel Setup | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$90 - $350
Additional Revision
+$75
Schema Diagram
(+ 1 Day)
+$150
CRM Optimization Action Plan
(+ 1 Day)
+$220
Workflow & Automation Expansion
(+ 1 Day)
+$150
CRM Field & Stage Extension
(+ 1 Day)
+$110Frequently asked questions
About Rafael
AI Automation Consultant | CRM Setup, Sales Systems & Workflow Design
Coopersburg, United States - 1:23 am local time
Most clients come to me when their:
CRM is messy or underutilized
Lead flow is manual or inconsistent
Sales or ops processes live in scattered tools
They want to use AI but don’t know where it actually helps
What I do well
CRM setup, cleanup, and optimization
AI-assisted workflows for sales and operations
Lead intake → CRM → follow-up automation
Sales pipelines, scripts, and system design
Clear documentation so systems are easy to maintain
My background spans sales systems, real estate data (licensed Realtor), business automation, and client-facing operations, so I focus on solutions that make sense commercially—not just technically.
I’m especially useful if you want:
Something working quickly
A clear first step instead of a giant rebuild
Systems that save time and reduce manual effort
If you have a process that feels clunky, unclear, or repetitive, I can usually spot where automation or cleanup will help fast.
Happy to review your setup and suggest a clean path forward.
Steps for completing your project
After purchasing the project, send requirements so Rafael can start the project.
Delivery time starts when Rafael receives requirements from you.
Rafael works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 — Requirements & CRM Review
Client submits CRM details and objectives. I review the current structure, workflows, and friction points.
Step 2 — Pipeline & Workflow Design
Designing a structured CRM architecture aligned with your actual sales logic and operational needs.