Ongoing CRM Specialist for white label agency

@EightVeer

Hi there, We are a fit for white-label CRM and sales-automation support across HubSpot, Zoho, Pipedrive, GoHighLevel, and Salesforce. Our work focuses on workflow mapping, funnel logic, lead capture, nurture sequence structure, reporting, and clean handover notes. One point to confirm is the current sales process and source-data quality so we can align fields, stages, and migration checks before setup. We are comfortable signing NDA and working fully under your brand. Best Regards, 8veer

@Adilali5310

As a seasoned Zoho One expert and business automation specialist, I bring extensive experience to the table, having successfully handled over fifty projects - all with an average rating of 4.9★. My proficiency in implementing end-to-end Zoho CRM solutions would prove valuable in setting up and configuring CRMs according to your unique needs. Likewise, I have deep expertise in advanced Deluge scripting and workflow automation, ensuring that leads are captured and tracked effectively without any slippages. In addition to my Zoho skills, I am also adept at Zapier and webhooks-based system connectivity, giving me the capacity to integrate multiple platforms seamlessly with the CRMs you use. My work is guided by the understanding that real data migration can pose significant challenges - a skill I've honed over years to ensure a glitch-free transfer. When it comes to project accountability and dedication, I believe actions speak louder than words. That's why I'm ready to take your small paid test task as an opportunity to showcase what I can do before committing to a full project. Through this platform, we could turn this initial partnership into an ongoing collaboration, benefiting both parties. Choosing me would mean choosing diligent expertise blended with effective communication; let’s make impactful strides in digital solutions together!

@Preetbegra

*CRM & SALES AUTOMATION EXPERT | HUBSPOT, ZOHO, GHL & CRM IMPLEMENTATIONS* Hello, I can help your agency deliver reliable white-label CRM and sales automation solutions for your clients. I have experience setting up and customizing CRM systems, connecting lead sources, building automated follow-up workflows, migrating customer data, and creating clear dashboards that help businesses manage their sales process efficiently. I understand the importance of working behind the scenes under your brand and maintaining complete confidentiality. I have hands-on experience with platforms including Zoho CRM, HubSpot, GoHighLevel, and other business automation tools, covering CRM setup, pipeline configuration, workflow automation, email/SMS sequences, form integrations, API connections, and data migration from spreadsheets or legacy systems. I focus on understanding the sales process first, then designing a CRM structure that is practical, scalable, and easy for teams to use. I’m comfortable with NDA and white-label arrangements and would be happy to start with a paid test task to demonstrate my approach. I’m looking forward to building a long-term partnership with your agency. Thanks, Pritpal Kaur

@alluankit01

Hi, I can support your agency as a white-label CRM specialist for ongoing setup, automation, migration, and sales pipeline projects under your brand. I have hands-on experience setting up CRMs such as HubSpot, Zoho, Pipedrive, GoHighLevel, and Salesforce, including lead capture, pipeline configuration, forms, workflows, email/SMS follow-ups, dashboards, and user permissions. I’m also comfortable with messy data migrations from spreadsheets and old systems, including field mapping, duplicate cleanup, validation, and careful import so contacts, notes, stages, and history stay intact. A typical project I handled involved cleaning an outdated contact list, rebuilding the sales pipeline, connecting web forms, and creating automated follow-up sequences for new leads and missed opportunities. I’m comfortable with white-label work, NDA, non-solicitation terms, and working only with your project managers. Deliverables can include: * CRM setup and configuration * Contact/data migration * Pipeline and dashboard setup * Lead source integrations * Email/SMS automation * Form and landing page connections * Testing and documentation * Ongoing project support I can start with a small paid test task at my hourly rate and continue project by project if the workflow is a good fit. Best regards Ankit

@Hossam90Ali

Hi team, I read your job posting and can help you to setup and configure CRM like (Hubspot - Zoho - Bitrix24). Previouse experiance: https://www.freelancer.com/u/Hossam90Ali?review_context_id=37092183&review_type=project&frm=Hossam90Ali&sb=t Please feel free to contact me for more discussion. Best Regards

@mahads31

I went through your requirements, and I like the way you've structured this process with a paid test before long-term collaboration. It shows you're looking for reliable partners rather than one-off freelancers. I've worked on CRM implementation projects involving HubSpot, Zoho CRM, GoHighLevel, and Salesforce, including lead capture, pipeline configuration, workflow automation, API integrations, form integrations, and dashboard setup. I've also handled data migrations from spreadsheets and legacy systems, where careful field mapping, duplicate handling, validation, and staged imports were essential to keep data accurate and avoid disruption. On automation, I've built email and follow-up workflows that reduce manual work and ensure leads move consistently through the sales pipeline. I always begin by understanding the client's sales process before configuring any CRM because the workflow should match how the business actually operates, not the other way around. I'm comfortable working under a white-label agreement, signing an NDA, and collaborating only with your project managers. My previous clients appreciated my fast communication and reliable delivery, which fits well with an agency partnership. One question: do you maintain standardized CRM templates and automation frameworks across clients, or do you prefer every implementation to be built from scratch based on each business? Happy to discuss the paid test task. I can start immediately.

@mayankinnovative

With my two decades of experience in PHP-based development and a sharp focus on clean, maintainable solutions, I'm confident in my ability to set up and configure CRMs exactly to your requirements. Not only have I extensively worked with CRMs like HubSpot, Zoho, Pipedrive, GoHighLevel and Salesforce – I have successfully implemented these systems end-to-end countless times. These hands-on experiences not only guarantee a quick learning of new CRMs if needed but also give me a unique insight into what works best for different businesses - because I don't just "use" CRMs - I implement and live with them. Your second key criterion, data migration, is an area where most people fall short - but not me. I've handled numerous messy data migrations over the course of my career and ensured that not a single thread was lost along the way. My focus is always on preserving the integrity of the existing data while migrating it into the new system – this eliminates future glitches and builds a robust foundation for your CRM operations. Just as you seek, my work is thorough and reliable. I'm not just about technical skills; I genuinely value client satisfaction. Understanding every client's unique sales process before proposing any setup has been my longstanding practice to guarantee custom-fit solutions that truly meet your business needs.

@EnGier

I'm a CERTIFIED CRM EXPERT IN: 1. GOHIGHLEVEL (Powerful) 2. HUBSPOT 3. SALESFORCE 4. ZOHO 5. ODOO 6. PIPEDRIVE. I am the ideal candidate for your ongoing white-label projects. My experience in building and customizing CRMs for different business verticals, particularly in the real estate sector, has allowed me to showcase my advanced skills, including migration and automation flows. In just 6 months, I helped a struggling real estate platform achieve exponential growth, reaching over €650K in revenue by implementing a fully customized GoHighLevel CRM similar to the white label work your agency requires. In addition, I've curated AI agent systems known as AGaaS Model (Agentic as a Service). This involves deploying specialized AI agents that function end-to-end across the entire customer journey- a skill that uniquely aligns with your project description. Send me a message, I'll share with you the videos to whitelbale CRM I have set up, built and anything CRM in GHL which I recommend you to use now.

@ujjwalmalik

Hi, I'm interested in working with your team. I have experience setting up and working with HubSpot, GoHighLevel, Salesforce, and Pipedrive. My work has included CRM configuration, lead capture, pipeline management, contact imports, workflow automation, and ongoing CRM maintenance for businesses across different industries. I've also handled data migration projects involving spreadsheets and legacy CRM data. Before importing, I clean and standardize the data, remove duplicates, map fields carefully, and validate the results after import to ensure records, notes, and contact details remain accurate. I've built automated workflows for lead capture, follow-up emails, appointment reminders, pipeline updates, and CRM notifications. I always take time to understand the client's sales process before recommending a CRM structure or automation so the system supports how the business actually operates. I'm comfortable working under a white-label arrangement, signing an NDA, and communicating only with your project managers. I'm also happy to complete a paid test project before moving on to larger client work. I'm looking for a long-term partnership where I can consistently deliver high-quality CRM implementations and automation projects. Thanks, Ujjwal

@dhruvexcels

Hello, I'm interested in joining your white-label CRM team and am comfortable with long-term collaboration, NDA agreements, and milestone-based projects. I have hands-on experience building and automating CRM workflows, including lead management, data migration, pipeline organization, reporting, and business process automation. I've worked extensively on custom CRM solutions where maintaining data integrity, automation, and user-friendly workflows were key priorities. One migration I handled involved organizing and cleaning large datasets, standardizing records, eliminating duplicates, and ensuring all customer information was transferred accurately into a structured CRM workflow without data loss. While my strongest experience is with custom CRM automation and workflow design, I'm comfortable learning client-specific CRM platforms quickly and following established implementation standards. I value clear communication, documentation, and long-term partnerships, and I'm happy to begin with a paid test task. Hope we get a chance to work together. Looking forward to hearing from you! Best regards, Dhruv

@cameron268

Hello, I can help with your CRM projects by focusing on creating practical solutions for lead management, automation, integrations, and data organization. I’ll first understand the existing sales process, then configure the CRM setup in a way that keeps workflows clear, reduces manual tasks, and improves follow-up efficiency. I’m comfortable working as a white-label partner, following your processes, and collaborating with your team to deliver client-ready solutions under your brand. Best, Dane

@Abisolami25

Hello, I've spent the last stretch of my freelance work living inside CRMs, not just using them, but building the backbone of how businesses capture, follow up with, and close leads. I've set up GoHighLevel end-to-end across four implementations, including a full lead management system with a seven-stage pipeline and automated follow-up workflows, plus a gym/fitness CRM covering lead nurture, class reminders, and re-engagement. On Zoho, I've handled lead disposition and data cleanup, organizing 33 tags across 7 color-coded categories so nothing sat unclassified or stale. I've also worked hands-on with HubSpot and Pipedrive on client projects. One migration that stands out: pulling years of scattered Zoho contacts, duplicates, dead tags, and inconsistent statuses into one clean, color-coded system a sales team could actually trust. Nothing got deleted blind; I audited first, mapped what mattered, then rebuilt the structure around it. I always start by asking how a business actually sells before I touch a pipeline. I'm happy to walk through screen-recorded examples of my builds on a call. White-label, NDA, non-solicitation, all fine by me. I'd rather do consistent, well-scoped work than chase clients myself.

@TeraByte26

Hello sachinc161, I've set up end-to-end CRMs like Zoho and Hubspot, handled data migrations from messy spreadsheets, and built automated follow-up sequences, I'm comfortable with white-label work and signing an NDA, I'd like to discuss my experience and rate further. Waiting for your response in chat! Best Regards.

@mikhailmikhail80

Hi, I specialize in Full Stack websites and advanced Excel. Immediate start, fast preview, and unlimited free revisions/support. No extra fees. Ready to begin right away!

@vertechsolutions

Hi, Your ongoing CRM specialist role for white-label agency work is something I've handled successfully before. Here's what I'll do: Set up and optimize CRM systems like HubSpot, Zoho, Pipedrive, and GoHighLevel end-to-end Build automations, follow-up sequences, and lead-source integrations that keep pipelines moving Handle clean data migrations and reporting dashboards that are accurate and easy to manage You'll also receive: 1 to 3 days of free support after delivery Milestone-based payment for a smooth and secure process Looking forward to working with you. Best regards, Ribal Ali

@toqeer74

Hi, I can help you set up and configure CRMs for your agency's projects. I've completed over 20 full implementations of HubSpot and Salesforce, ensuring every lead is captured without data loss during migrations. A recent project involved migrating a client's messy spreadsheet data into HubSpot, where I ensured accuracy by validating each entry against their legacy system. I’m comfortable with white-label work and signing an NDA. My approach is to establish clear pipeline dashboards and automate follow-up sequences using customized email and SMS triggers. I can deliver this in 10 days for $[Price]. What specific CRM systems do you plan to start with?

@andrem939

Hi there, I can effectively manage the ongoing CRM projects for your agency, ensuring that every lead is captured and optimized without any direct client interaction. With hands-on experience setting up and configuring HubSpot and Salesforce, I've successfully completed over 15 end-to-end CRM implementations. My data migration expertise has allowed me to handle messy datasets, ensuring integrity throughout the process. To deliver results, I will analyze your clients' sales processes to tailor CRM setups, build automated follow-up sequences that drive engagement, and create user-friendly dashboards for quick insights. My approach ensures a seamless integration of web forms and lead sources into the CRM system. Looking forward to working with you. Thank you, Andre

@feodosieg

Hi, I’ve handled end‑to‑end CRM implementations across **HubSpot, Zoho, Pipedrive, and GoHighLevel**, with 20+ total setups covering pipelines, automations, data migration, and integrations. One notable migration involved a 7‑year‑old spreadsheet + legacy CRM mix with duplicates, missing fields, and inconsistent formatting; I cleaned, normalized, deduped, and mapped everything into a structured pipeline without losing historical notes or tags. I’ve built multi‑step email/SMS sequences that improved reply rates and reduced lead drop‑off, and I always start by understanding the client’s sales process before proposing architecture. I’m fully comfortable with white‑label work and signing an NDA.

@MuhammadAkif8

As an experienced automator and adept developer, I have the skills you're searching for in a CRM specialist for your white label agency. I have hands-on experience configuring Zoho and GoHighLevel end-to-end, giving me a solid understanding of the intricate workings of these platforms. I have helped businesses migrate complex, messy contact data from outdated systems into clean pipelines sans casualties. Moreover, my AI-powered automation skills with platforms like OpenAI are well-aligned with your requirement for building intelligent follow-up sequences that foster client engagement. My track record is marked not just by implementing CRMs but by understanding clients' unique sales processes and tailoring the setup accordingly to enhance their revenue cycles efficiently. Best, Akif F