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We are a Consumer Packaged Goods (CPG) company seeking a reliable, cost-effective freelance CRM/IT specialist to support day-to-day CRM management, reporting, and system improvements. This is a hands-on execution role ideal for a detail-oriented freelancer who can work efficiently without heavy oversight. Key Responsibilities - Maintain and update CRM data (currently Salesforce or similar platforms) - Build and manage basic to intermediate reports and dashboards - Support sales team with data accuracy, list management, and pipeline tracking - Troubleshoot minor CRM issues and improve workflows - Assist in researching and comparing alternative CRM platforms (cost, usability, fit) - Help document processes and recommend practical, low-cost improvements Required Qualifications - Working experience with CRM systems (Salesforce preferred, but not required) - Ability to create reports and dashboards - Strong attention to detail and data accuracy - Comfortable handling routine CRM tasks independently - Clear communication and responsiveness Preferred (Not Required) - Experience with affordable CRM platforms (e.g., HubSpot, Zoho, Pipedrive) - Exposure to small or mid-sized business environments - Basic understanding of sales processes and reporting Engagement Details - Freelance / contract (part-time, flexible hours) - Must overlap with U.S. Eastern Time for communication - Remote work - Budget-conscious engagement; scope will prioritize efficiency and value What We’re Looking For This role is best suited for a dependable, execution-focused freelancer who can deliver solid CRM support and reporting without overengineering solutions. We value practicality, speed, and cost-efficiency over complex system builds.
Project ID: 40399937
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Active 5 days ago
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48 freelancers are bidding on average $21 USD/hour for this job

5x Certified Zoho Professional Hey, I am Vijay Singh, with 10+ year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards
$25 USD in 40 days
6.5
6.5

As a member of MHTechFusion, my specialization is in creating comprehensive, scalable systems that merge hardware, software, and cloud platforms into cohesive and effective products. A significant aspect of my work involves CRM integration, developing APIs, and building intelligent interfaces. In relation to your project, I have extensive experience in working with databases (especially PostgreSQL and MongoDB) in terms of design, implementation and handling data for detailed insights. Additionally, through the course of my work I have had the opportunity to create and deploy numerous CRMs using various platforms such as Salesforce, HubSpot and Pipedrive which gives me the flexibility you need in order to compare different alternatives. In addition to technical skills, I am also adept at documenting processes and suggesting low-cost improvements to workflow — key qualities that I believe align superbly with your requirements. Being independent yet communicative is what sets me apart. I prioritize efficiency without compromising data accuracy or timely task completion.
$25 USD in 40 days
5.5
5.5

Hi there, Your job post caught my attention because I have managed CRM data, reporting, and system improvements for CPG companies using Salesforce, HubSpot, and Zoho, focusing on practical, cost‑effective solutions. I can maintain and update your CRM data, build basic to intermediate reports and dashboards, support your sales team with data accuracy and list management, troubleshoot minor issues, research alternative platforms (e.g., HubSpot, Zoho, Pipedrive), and document processes with low‑cost improvements. I am available to overlap with U.S. Eastern Time and can start immediately. Please share your current CRM platform and any specific reporting needs. Best regards, Mobasher Reza
$20 USD in 40 days
3.4
3.4

Greetings! As a seasoned freelance CRM/IT specialist, I am excited about the opportunity to support your Consumer Packaged Goods (CPG) company in managing day-to-day CRM operations, reporting, and system enhancements. With a proven track record in maintaining CRM data, generating insightful reports and dashboards, and supporting sales teams in data accuracy and pipeline tracking, I am well-equipped to tackle the responsibilities outlined. My expertise in troubleshooting CRM issues, researching alternative platforms, and implementing process improvements align perfectly with your needs. I look forward to discussing how I can add value to your team and contribute to your company's success. Regards, CA. Swati Jain, CPA | Indian CA & CS
$20 USD in 46 days
3.1
3.1

With a strong focus on detail accuracy, I can effortlessly handle routine tasks while dedicating special attention to building intermediate reports and dashboards that matter most for your day-to-day business operations. Moreover, my knack for troubleshooting minor CRM issues and improving workflows further ensures I can provide holistic support for your sales team– from accurate data management to efficient pipeline tracking. I am confident in my ability to adapt to your chosen CRM platforms, or even help research and compare alternative platforms based on cost, usability, and fit. It is also worth mentioning that my experience with small to mid-sized businesses ensures that I not only understand your context but can also tailor my solutions to favor efficiency, value and low-cost improvements – just as you prioritize. With me on board, you'll get a dependable professional who turns complex technical aspects of IT support into smooth-sailing for your CPG company.
$15 USD in 40 days
3.0
3.0

As an experienced freelancer with a strong background in CRM, data management, and Zoho expertise, I'm confident that I can be your reliable, cost-effective choice for this project. In addition to working with popular CRMs like Salesforce, I've also had exposure to other affordable platforms like HubSpot and Zoho - familiarity that could be of particular value to your budget-conscious engagement. One key aspect of this role is building and managing reports and dashboards. My experience as a website developer includes working with analytical tools, which have improved my capability in data analysis and dashboard creation. Moreover, my strong attention to detail will ensure data accuracy for your sales team's list management and pipeline tracking tasks. Importantly, I highly prioritize low-cost improvements that could optimize your current CRM system. My experience in improving eCommerce sites through Shopify or WooCommerce platforms aligns well with your needs for practicality, speed, and cost-efficiency over complex system builds. I look forward to demonstrating not just my technical skills but also my ability to work independently and communicate clearly even in remote settings - making me the right fit for your project.
$20 USD in 40 days
3.3
3.3

As an analytical and highly-organized individual, my skill set aligns perfectly with your needs for a CRM/IT support specialist. Throughout my extensive career as a Bootcamp Trainer, I have equipped many professionals with the exact skills you require, such as API Integration, Data Management, Troubleshooting and expertise in using Zoho. What sets me apart is my ability to impart practical knowledge and ensure learners translate it into real-world scenarios. This would greatly benefit your organization as you need someone who will be thorough with maintaining and updating your CRM data and can build useful reports and dashboards. With experience in training beginners into job-ready professionals, I understand the value of clear communication and responsiveness - traits which are paramount in collaborating remotely during U.S. Eastern Time. Having worked in the corporate/experiential learning space, I bring an understanding of small/mid-sized business environments - a quality you prefer but optional. My knack for streamlining processes while keeping costs low (just the low-cost improvements you are looking for) makes me a perfect fit. Together, we can identify an affordable CRM platform that not only suits your needs but also maximizes your ROI. In conclusion, if you're looking for a dependable CRM specialist who prioritizes problem-solving over complex systems and values efficiency
$18 USD in 40 days
2.4
2.4

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Troubleshooting, Freelance, CRM, Usability Testing, Zoho, Salesforce Lightning, API Integration, Data Management, Pipedrive and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$25 USD in 5 days
2.2
2.2

Hello, I can support your team with reliable, day-to-day CRM management, reporting, and practical system improvements while keeping everything efficient and cost-effective. I understand you’re looking for someone execution-focused not overengineering and that aligns perfectly with how I work. What You’ll Get Accurate, well-maintained CRM data Clear and useful reports (not overcomplicated) Faster workflows and fewer manual issues Dependable day-to-day support without micromanagement I focus on practical, efficient CRM support that helps your team work better without adding unnecessary complexity. Looking forward to working with you. Best regards, RAHEEL
$20 USD in 40 days
1.7
1.7

Hey! As an API Integration expert, I am well-prepared and highly enthusiastic about undertaking this role as a CRM/IT Support Specialist for your CPG company. Over my 5+ years of Freelancing experience, I have successfully catered to the needs of numerous global companies and gained hands-on knowledge about CRMs, including Salesforce. MyTech Stack- familiarity with versatile tools like REST APIs, Git, GitHub and Payment Gateways will enable me to easily manage any CRM system you currently employ or may consider switching to, in line with your project's requirements. Besides this, I have been in touch with budget-conscious businesses before and would prioritize efficiency and value in tackling this project. Eficiency is my imperative when it comes to executing tasks - however hands-off or complex they might be. Additionally, let me assure you that the core of my work lies not just in delivering a solid end product, but also building something robust and scalable, exactly in line with what your CPG company requires. I believe that my ability to understand your ideas quickly and efficiently convert them into concrete solutions is what sets me apart from other freelancers. You can rely on me to maintain clean architecture, modern design, and carry out efficient execution - all contributing towards long-term success for callable's business.
$18 USD in 40 days
1.2
1.2

Hi, there, I am excited to apply for the CRM/IT Support Specialist role with your Consumer Packaged Goods (CPG) company. Understanding your need for reliable CRM management, I believe my experience aligns perfectly with your goals. ✅ **CRM Expertise** With extensive experience in Salesforce and other CRM platforms like Zoho and Pipedrive, I can effectively maintain and update your CRM data. My attention to detail ensures data accuracy while supporting your sales team with list management and pipeline tracking. ✅ **Reporting & Dashboards** I have a strong background in building and managing reports and dashboards, which can help you gain insights quickly and efficiently. Utilizing tools within Salesforce, I will create tailored reports that meet your specific needs. ✅ **Troubleshooting & Workflow Improvement** I am adept at troubleshooting CRM issues and can recommend practical improvements to enhance workflows without overengineering solutions. My approach will focus on cost-efficiency and speed, ensuring that you receive maximum value from your CRM system. I can start immediately, and I am available to overlap with U.S. Eastern Time for smooth communication. Let’s work together to optimize your CRM processes and achieve your business objectives. I am looking forward to working with you. Best Regards, Susie Kalson
$20 USD in 10 days
0.0
0.0

Hi there, I’m Jovan, a hands-on CRM/IT freelancer with a track record of delivering practical, cost-efficient data management and reporting for growing teams. I’ll own day-to-day CRM tasks (data hygiene, duplicate resolution, list management, and pipeline tracking) and translate business needs into clear dashboards and reports in Salesforce or another platform you’re using (HubSpot, Zoho, Pipedrive). My approach emphasizes accuracy, repeatability, and speed, so the sales team gets reliable numbers with minimal supervision. Deliverables include: clean and consistent CRM data, standard and ad-hoc reports, interactive dashboards, documented processes for ongoing maintenance, and recommendations for low-cost workflow improvements. I’ll also assess alternative CRMs when appropriate and summarize cost/fit without overengineering. I’m comfortable overlapping U.S. Eastern Time for communications and can scale with your needs on a part-time basis. Thanks for considering this proposal. Best regards,
$20 USD in 14 days
0.0
0.0

Hi, there, I have 7+ years of experience in CRM and IT support specializing in maintaining and improving CRM systems like Salesforce, HubSpot, and Zoho. My expertise lies in data accuracy, report/dashboard creation, and workflow enhancement, making me adept at supporting sales teams with pipeline tracking and list management efficiently. I have mastered practical, cost-effective CRM solutions tailored for small to mid-sized businesses, ensuring responsive and detail-oriented support without heavy oversight. ✅ Maintain and update your Salesforce or similar CRM data with precise attention to detail. ✅ Develop and manage tailored reports and dashboards that empower your sales team. ✅ Troubleshoot CRM issues and enhance workflows to streamline daily operations. ✅ Research and evaluate affordable CRM platforms considering cost and usability for your business needs. ✅ Document processes clearly and suggest pragmatic, low-cost improvements for sustained value. What are the current challenges you face with your existing CRM system that you’d like to prioritize for improvement? I look forward to working with you. Best Regards, Rosita Iniesta.
$20 USD in 42 days
0.0
0.0

Having worked as a Full Stack Developer for over 5 years, I have accumulated a diverse set of skills and experiences that would be especially valuable for your CRM/IT Support Specialist Project. I have extensive experience architecting, building, and maintaining SaaS platforms and dashboards - an expertise directly applicable to maintaining and updating CRM data effectively. Additionally, my tech-savvy extends to AI automation and intelligent workflow streamlining, something key in troubleshooting CRM issues and suggesting system improvements for you. I recognize what your company is looking for in this role; someone who can work independently but still drive the project forward with efficiency. My FinTech Integrations proficiencies will aid us as we consider researching and comparing alternative CRM platforms which align with your cost, usability, and fit requirements. My experience of working in fast-paced start-ups has honed my sense of practicality, speed, and cost-efficiency over complexity too. My unique approach entails a strong emphasis on clean architecture & performance alongside clear communication throughout the project- one that would undoubtedly prove beneficial in our remote work arrangement. Let's make sure your CRM systems run like clockwork and elevate your operations to their highest potential!
$20 USD in 40 days
0.0
0.0

Rohan here — I focus on practical, execution-driven CRM support for growing teams, not overengineered systems. Your requirement for a reliable, cost-conscious operator who can maintain data, support sales, and improve workflows aligns exactly with how I work. How I’ll Support Your Team Maintain CRM data (Salesforce/HubSpot/Zoho) with high accuracy and consistency Build clear, actionable reports & dashboards (pipeline, conversion, activity tracking) Support sales with clean lists, segmentation, and pipeline hygiene Troubleshoot day-to-day issues and streamline workflows for efficiency Document processes so your team can operate smoothly Approach Keep everything simple, fast, and reliable Focus on usable insights, not complex setups Suggest low-cost improvements only where they add value Gradual optimization instead of disruptive changes Additional Value Evaluate alternative CRMs (HubSpot, Zoho, Pipedrive) based on cost vs usability Help transition or optimize if needed without downtime Availability Flexible part-time Can overlap with U.S. Eastern Time for communication Why Me I understand that this role is about execution, accuracy, and responsiveness, not experimentation. I’ll ensure your CRM stays clean, reliable, and useful for decision-making.
$15 USD in 40 days
0.0
0.0

As a seasoned IT professional , I offer you an unrivaled skill set for your CRM / IT Support Specialist project. My proficiency with popular CRM tools (including Salesforce), coupled with my expertise in API integration and data management, makes me adept at maintaining and utilizing your CRM effectively. I can handle everything from ensuring database accuracy to harnessing the platform to generate insightful reports and dashboards for your sales team. Being a full stack developer fluent in Python (Django, Flask, FastAPI) and JavaScript, I am well-suited to evaluate and suggest alternative cost-effective CRM systems that align with your specific business requirements. Efficiency and pragmatism have always been my forte; I can troubleshoot minor CRM issues, refine workflows, document processes, all while delivering solid support without unnecessary complexities. What sets me apart is not just my extensive technical expertise but also my ability to foster seamless communication and collaboration across various time zones - an invaluable asset in remote projects like yours. As you prioritize budgetary efficiency in this engagement, I am committed to making every minute count, providing you with the best value for your investment. Let's connect soon to explore how we can transform your current CRM system into a streamlined powerhouse driving your business forward!
$20 USD in 40 days
0.0
0.0

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