James G

CRM Migration & Data Cleanup Consultant

SummitPeak Consulting • Freelance

Feb 2026 - Feb 2026 • 0 mos

Supported a consulting business with the transition from spreadsheets and a legacy CRM workflow into a more structured Pipedrive environment. The company needed a cleaner system for managing contacts, open opportunities, follow-up activity, and reporting visibility without carrying old data issues into the new setup. My work focused on planning and executing the migration process in a way that protected important sales information while improving how the data was organized. I handled data review, cleanup, field mapping, duplicate reduction, and the setup of a sales pipeline that better reflected how their team qualifies, manages, and advances deals. I also organized contact and organization records to improve consistency across the account. One of the key responsibilities was reducing the friction that often comes with CRM migration. I made sure the new structure was easier to navigate than the old one, and that the team could continue managing opportunities without confusion after the move. The end result was a more usable Pipedrive system with cleaner records, better process alignment, stronger visibility across the sales cycle, and a more dependable foundation for ongoing lead and opportunity management.

Pipedrive Automation & Integration Specialist

BlueRiver Media • Freelance

Jan 2026 - Jan 2026 • 0 mos

Worked with a growing media business to streamline its sales operations by connecting Pipedrive with the tools their team used every day for communication, meeting scheduling, internal coordination, and follow-up management. Before the setup, too many sales actions were being handled manually, which slowed down response time and created avoidable gaps in the workflow. My role was to build a more connected and efficient operating system around their CRM. I configured integrations, created automation logic for repetitive actions, improved the flow of data between tools, and helped structure sales tasks so leads could move through the process with less manual intervention. This included syncing activity, supporting follow-up processes, improving internal notifications, and aligning automation with the real needs of the sales team. A key part of the work was making sure the automation stayed practical. Instead of overbuilding complicated workflows, I focused on the actions that would save the most time and improve consistency without making the system difficult to manage. This helped the business reduce repetitive admin work, improve coordination, support faster lead handling, and create a cleaner operational workflow powered by Pipedrive and connected business tools.

Lead Capture & Pipedrive LeadBooster Specialist

Northlane Solar • Freelance

Dec 2025 - Dec 2025 • 0 mos

Helped a solar company improve how inbound leads were captured, qualified, assigned, and tracked inside Pipedrive. The business was receiving inquiries from website forms and chat touchpoints, but the handoff into the sales process lacked structure, which caused delays, inconsistent follow-up, and weak visibility into lead sources and ownership. My responsibility was to create a more reliable lead intake system that connected front-end lead capture with the internal sales pipeline. I set up and organized LeadBooster-related workflows, improved form and chat-based lead collection, structured routing rules, and aligned incoming inquiries with the correct stages inside the CRM. I also helped shape the process for how leads were distributed and tracked once they entered the system. One of the most important parts of the work was balancing simplicity for the website visitor with usefulness for the sales team. I focused on collecting the right information without adding unnecessary friction, while making sure each new lead entered the CRM in a way that supported faster action. This improved lead organization, routing clarity, response handling, and overall visibility from the first inquiry through the early sales process.