Tony Marc

CRM Consultant Sales Automation Specialist

Fiverr • Freelance

May 2025 - Present • 1 yr 5 mos

I work as a freelance CRM consultant and sales automation specialist, helping businesses set up, customize, integrate, and optimize CRM systems to improve lead management, sales processes, customer relationships, and overall business efficiency. My experience includes working with CRM platforms such as Salesforce, Zoho CRM, HubSpot, Copper CRM, Pipedrive, and Odoo. I help businesses configure CRM systems around their specific sales processes, from capturing and organizing leads to managing contacts, tracking opportunities, following up with prospects, and moving deals through structured sales pipelines. I specialize in building and optimizing sales pipelines, creating custom CRM fields and stages, configuring lead and contact management systems, and setting up automated workflows for repetitive sales and administrative tasks. I also implement follow-up automations, task assignments, notifications, email workflows, lead routing, and other processes that help sales teams stay organized and respond to prospects efficiently. I have experience integrating CRM platforms with other business tools and systems, allowing customer and sales data to move between applications while maintaining an organized workflow. I also assist with CRM migrations, data organization, system configuration, workflow testing, and troubleshooting to ensure that CRM environments are properly structured and easy for teams to use. My approach is focused on understanding how a business currently handles leads, contacts, deals, and follow-ups before configuring the CRM around that process. I aim to create practical and scalable systems that reduce manual work, improve visibility across the sales pipeline, and give businesses a clearer way to manage their customer relationships. Whether a business needs a new CRM setup, sales pipeline configuration, lead follow-up automation, CRM integration, or improvements to an existing system.