CRM Cleanup

We're a growing B2B service company using HubSpot Sales & Marketing Hub and our CRM has gotten messy over time. · ...

We're looking for an experienced Pipedrive CRM operator to clean up, review and segment a large noisy and fragmented CRM. · This is not a setup automation or integration role. · A judgment-based cleanup project focused on lead quality sales readiness and prioritization for outbou ...

+Job summary · Clean up our contact database (remove duplicates, fix missing properties) · +ResponsibilitiesClean up our contact database (remove duplicates, fix missing properties) · Set up or reorganize our sales pipeline to match how we actually sell · ...

We are seeking a detail-oriented professional to manage the cleanup and optimization of our CRM system. · Customer Relationship Management · CRM Software · ...

Clean up and restructure an existing Salesforce instance to accurately reflect the network and support light relationship-based outreach. · ...

Clean up CRM and reach out to clients with experience in CRM systems and strong communication skills. · ...

This role involves enhancing CRM structure, contact hygiene and automation to improve business development and relationship management for a real estate title company. · Enhance CRM structureContact hygiene and automation ...

We are currently using HubSpot but the CRM is no longer organized. Over time, multiple people have worked in the system, and now contacts are duplicated, · lifecycle stages are unclear, and pipelines don't match how our sales team actually works. · We need someone who understands ...

Overview · We are a growing membership-based organization using HubSpot as our CRM and Stripe for subscription payments. We are entering a focused operational reset and need an experienced HubSpot specialist to clean up and restructure our backend systems. · Our goals are: · Accu ...

We are a real estate investment company looking for an experienced CRM operations and automation specialist to help us migrate from Pebble REI to Follow Up Boss. · This is not just a data export/import task. We need someone who can audit our current system, improve our data struc ...

We are looking for an experienced Close CRM specialist to clean up and maintain our CRM. · ...

We are looking for a detail oriented operations specialist to help clean up and optimize our current systems. Our company uses HubSpot as our CRM and QuickBooks for invoicing, and over time both systems need organization and better automation. · This role is part systems cleanup, ...

We are a multi-location chiropractic group using GoHighLevel for lead intake, appointment booking, and SMS automation. · We are restructuring our CRM architecture and need an experienced GHL specialist to: · Consolidate multiple pipelines into one clean master pipeline · Rebuild ...

We are looking for a Data Cleanup and Enrichment specialist to clean up , enrich the data and tell us who to reach out back and why . The job involves contact cleanup and enrichment , company cleanup and enrichment , deal - contact - company association audit and reengagement map ...

We're looking for an Attio expert who can help us optimize and fully set up our CRM for M&A deal flow management. · Audit our current workspace, clean up and organize contacts, companies, and pipelines. · Build a structure for deal tracking, communication logs, and reporting. · S ...

We are seeking a skilled HubSpot CRM specialist to assist with cleaning up our CRM data, creating insightful reports, and developing custom dashboards. · The ideal candidate will have a solid understanding of HubSpot functionalities and best practices. Your role will involve iden ...

We are seeking a detail-oriented freelancer to help clean up and organize our Notion CRM database. The database tracks members, events, and transactions, and we need someone who can efficiently manage and streamline the data for better usability. · Contract duration of less than ...

We are seeking a highly skilled Zoho CRM Expert to join our team. · We require someone responsible for comprehensive cleanup, · optimization, · and ongoing improvement of our Zoho CRM instance.This role requires deep expertise in Zoho's ecosystem and · a proven track record of im ...

This task includes: · reviewing contact properties · fixing incorrect or duplicated fields · checking one basic workflow and correcting the logicreviewing contact propertiesfixing incorrect or duplicated fieldschecking one basic workflow and correcting the logic ...

We are seeking an experienced Data Architect or Data Scientist to audit, redesign and document a scalable CRM structure. · A sales organization using GoHighLevel CRM with tens of thousands of records has an inconsistent and difficult to manage structure - duplicate contacts, exc ...