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Work type

CRM Implementation

Setting up and configuring CRM platforms to manage contacts, pipelines, and workflows.

CategorySalesSkill levelEnterprise-Grade
Connected projects13
Clients9
Tools used with it10

Tools connected to this work

Projects featuring this work

13 connected projects

TokenQuest Technologies Inc.

HubSpot & GHL CRM System Implementation

Account ManagementCRM ImplementationProcess Optimization & Automation

Oct 2025 to Oct 2025

fractl Inc.

CRM Infrastructure & System Implementation

Customer Journey DesignProcess Optimization & AutomationProcess Documentation

Nov 2024 to Jan 2025

Malleable Jewellers

Freshworks CRM System Implementation

CRM ImplementationE-CommerceProcess Optimization & Automation

Nov 2022 to Apr 2023

Shields, Harper & Co

Full Operations & Sales Tech Stack System Implementation

CRM ImplementationCPQ System ImplementationProject Management System Implementation

May 2022 to Nov 2023

Jordan Creative

Fable CRM System Implementation

CRM ImplementationProcess Optimization & Automation

Mar 2022 to Apr 2022

Peak Performance Consulting

Fable CRM System Implementation

CRM ImplementationAccount Management

Feb 2022 to May 2022

Trash & Stash

Fable CRM System Implementation

CRM ImplementationAccount Management

Feb 2022 to Sep 2022

CIT Clinics

HubSpot CRM System Implementation

CRM ImplementationProcess Optimization & AutomationAccount Management

Feb 2022 to May 2022

Flower Hire

HubSpot CRM Assessment & Implementation Strategy

CRM ImplementationProcess Optimization & AutomationProcess Documentation

Jan 2022 to Apr 2022

Bee Video Productions

B2B Lead List Building & CRM Data Cleanup

B2B Lead GenerationCRM ImplementationAccount Management

Nov 2021 to Jan 2022

KaeRae Marketing

Copper & GHL CRM System Implementation

CRM ImplementationProcess Optimization & AutomationAccount Management

Sep 2021 to Feb 2022

Lori Pedersen Home Staging & Design

Proposal Design, Project Management & CRM Implementation

CRM ImplementationProject Management System ImplementationProcess Optimization & Automation

May 2021 to Oct 2021

MIH Records

Bitrix24 CRM Implementation & International Shipping Pipeline

Process DocumentationChange ManagementCRM Implementation

Sep 2019 to Dec 2019

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