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emilymarp

Emily

@emilymarp

CRM Setup and Automation for Sales Pipelines, Leads and Follow Ups

Nigéria
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
Leads get lost when contacts, pipelines and follow-ups live in the wrong places. I help businesses set up CRM systems that organize leads, contacts, deals, tasks and follow-ups into a practical sales workflow. I work across Attio, Close, HoneyBook, LeadSquared, Salesflare, Copper, Freshsales, Folk, Capsule, Nimble, Insightly and more. Need a cleaner CRM setup? Message me with your platform and workflow.... Saiba mais

Habilidades

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emilymarp
Emily
offline • 

Conheça meus serviços

Gerenciamento de CRM
I will setup attio close engagebay nutshell brevo crmone instantly lacrm localiq joby
A partir deUS$ 10 /projetoMais detalhes
Gerenciamento de CRM
I will knack scoro superoffice axonaut quickbase kintone ninio vtiger kommo dubsado crm
A partir deUS$ 10 /projetoMais detalhes

Portfólio

Experiência profissional

Upwork

Upwork

Freelance • 4 mos

Sales Pipeline Setup for a Small Business

Jul 2026 - Sep 2026 • 2 mos

A small business needed a clearer view of prospects moving from initial enquiry to potential customer. The existing process made it difficult to see which leads needed attention and what action should happen next. I structured the sales pipeline around practical stages, organized contact information, configured activities and created a workflow that made follow-ups easier to manage. The completed setup gave the business a more structured way to track opportunities and sales activity. Need help turning your sales process into a CRM pipeline? Message me.

CRM Organization for a Service Company

Jul 2026 - Sep 2026 • 2 mos

A service company needed to bring customer records, lead information and sales activities into a more manageable CRM structure. The goal was to reduce scattered information and make everyday follow-up easier. I helped organize contacts, companies, custom fields, tags, sales stages, tasks and workflow requirements. I also considered how the CRM could connect with other tools used in the business. The result was a cleaner CRM foundation that could support ongoing sales and customer management. If your CRM needs reorganizing, send me your current setup and goals.

Kwork

Lead Management Workflow Setup

Kwork • Freelance

Jun 2026 - Sep 2026 • 3 mos

A business needed a more consistent process for handling leads after they entered the sales system. The main focus was making sure new prospects could be organized, assigned and followed up without relying entirely on manual tracking. I worked through the lead journey, identified the required pipeline stages and structured contacts, tasks, reminders and workflow actions around that process. The finished system provided a clearer framework for managing incoming opportunities and follow-up activity. If leads are being missed or follow-ups are inconsistent, message me.