Matilda Alva

CRM Setup & Configuration for Lead and Customer Management

Saas Marketing Gurus • Freelance

Apr 2026 - Apr 2026 • 0 mos

The client needed a centralized CRM system to organize customer information, manage leads, track sales activities, and improve their follow-up process. Their existing customer data and sales activities were difficult to manage manually, so I was brought in to configure the CRM and create a more organized workflow. Achievements Set up and configured the CRM according to the client's business requirements. Created and organized contacts, companies, leads, and customer records. Customized CRM fields, tags, properties, and categories. Built and organized the sales pipeline and deal stages. Imported and cleaned existing customer/lead data. Configured task management and follow-up reminders. Set up user roles, permissions, and account settings where required. Created lead-status and customer-segmentation systems. Connected relevant business tools and integrations. Configured notifications and basic automated workflows. Tested the CRM to ensure data and processes worked correctly. Created a more organized system for lead tracking, customer management, and sales follow-up.

Outbound cold calling

Real Estate Lead Gen Agency • Freelance

Sep 2025 - Nov 2025 • 2 mos

Project: Outbound Cold Calling & Lead Qualification The client needed help reaching potential customers and generating qualified leads through outbound cold calling. Their existing lead list required consistent follow-up, and they needed someone to professionally introduce their services, identify interested prospects, handle initial objections, and book qualified appointments for the sales team. Achievements: * Conducted targeted outbound calls using the client's prospect list and calling script. * Introduced the client's products/services professionally to potential customers. * Qualified prospects based on their needs, interest, and buying potential. * Handled common objections and provided relevant information to interested prospects. * Scheduled appointments and callbacks with qualified leads. * Recorded call outcomes and prospect feedback accurately. * Updated lead information and follow-up activities in the CRM. * Maintained consistent follow-up with interested and undecided prospects. * Provided the client with organized call activity and lead-status reports. * Helped create a more consistent prospecting and follow-up process for the client.

Travel and itinerary planning

Airbnb • Freelance

May 2025 - May 2025 • 0 mos

Project: Travel & Itinerary Planning The client needed support planning and organizing a multi-destination business trip, including flights, accommodation, transportation, meetings, and daily activities. They required a well-structured itinerary that would make the trip easier to manage. Achievements: I researched travel options, organized flights and accommodation, coordinated transportation and meeting schedules, created a detailed day-by-day itinerary, managed travel reminders, and prepared backup arrangements. The final itinerary gave the client a clear, organized travel schedule and helped minimize scheduling conflicts and unnecessary delays.