CRM Implementation & Business Systems
I work with CRM platforms to turn disconnected sales processes into structured, automated workflows.
Experience includes
- Zoho CRM
- HubSpot
- Bitrix24
- Custom CRM workflows
- Lead pipelines
- Deal pipelines
- Customer lifecycle automation
- Email workflows
- WhatsApp integrations
- CRM API integrations
- Lead scoring
- CRM dashboards
- Automated follow-ups
Implementation process
- Business process analysis
- CRM architecture
- Pipeline design
- Data model
- Automation rules
- Integration
- Testing
- User training
- Deployment
Business systems
Beyond CRM, I work on the systems that run daily operations:
- Recruitment platforms
- Booking and reservation systems
- Restaurant POS systems
- Dashboards and KPI reporting
- Lead management
- Customer communication
- Odoo workflows
Tools & technologies
Zoho CRM, HubSpot, Bitrix24, Odoo, Power BI, n8n, WhatsApp Business API, REST APIs
Frequently asked questions
Zoho CRM or HubSpot: which should we choose?
It depends on your process, budget and ecosystem. Zoho CRM is highly customisable and cost-effective, especially with other Zoho apps; HubSpot is strong for marketing-led teams. I compare both against your actual pipeline before recommending one.
Can you migrate data from spreadsheets or another CRM?
Yes. Data model design, cleansing and migration are part of the implementation process, followed by testing and user training.