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I’m looking for reliable, detail-oriented help keeping my contact database spotless and fully actionable. The core of the job is contact management: taking raw lead lists, cleaning them up in Excel, importing the polished data into my CRM, then making sure every record is ready for non-voice outreach and SMS campaigns. CRM, Lead & SMS Campaign Revamp $2 – 5 USD per hour I run an existing business and need a detail-oriented professional to tighten up every stage of our lead pipeline. The CRM is overflowing, spreadsheets are messy, and our SMS outreach could be working harder. If you thrive on process, data hygiene and creative outreach, you’ll fit right in. What you’ll deliver: * Audit and reorganise the current CRM—deduplicate, tag correctly and realign every lead to the proper stage. * Skip-trace missing phone numbers and emails so no opportunity slips through the cracks. * Clean, merge and migrate legacy spreadsheets into one reliable source of truth. * Build non-voice texting workflows and drip sequences that feel personal yet remain compliant. * Coordinate the printing and sending of postcards and mailers in a regular schedule. * Research, identify, and compile new lead lists to expand our reach. * Plan, launch and track SMS campaigns, reporting performance and opt-out metrics. * Maintain day-to-day lead management, updating statuses and noting next actions. * Search social media (Facebook, LinkedIn, Twitter or whichever channel works best) to uncover fresh prospects and enrich existing records. You’re free to work with the CRM, texting and skip-tracing tools you know best—just be ready to document your process so handoffs are seamless. Accuracy, respect for data privacy regulations and a proactive communication style are non-negotiable. When you reply, tell me about similar projects you’ve rescued, the tech stack you prefer, and how soon you can begin. I’m excited to hand this over and keep our pipeline humming. Here’s what the workflow usually looks like for me. You’ll open an Excel sheet that may contain duplicates, missing numbers or incomplete names. After cleaning it, you’ll run skip tracing and light social-media searches to fill in gaps, tag the contacts, and import everything back into the CRM with zero errors. Once the data is in place, you’ll set up and schedule the next SMS blast, monitor initial delivery, and note results back in the spreadsheet so I can see response rates at a glance. Deliverables • A de-duplicated, fully populated Excel file ready for seamless CRM import/export • Up-to-date CRM contact records matching the cleaned spreadsheet • One scheduled SMS campaign with delivery report logged in the same file Acceptance criteria • 100 % of contacts contain at least a name and phone or email, or are clearly marked “N/A” • No duplicate records after import • SMS delivery report shows the campaign was sent without system errors If you’re comfortable juggling Excel, a modern CRM, skip-tracing tools, and an SMS platform, I’d love to work together.
Proje No: 40435202
42 teklifler
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Son aktiviteden bu yana geçen zaman 22 gün önce
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42 freelancer bu proje için ortalama $12 USD/ saat teklif veriyor

Hello, I can help clean, organize, and manage your CRM pipeline while handling lead enrichment, SMS coordination, and ongoing contact management with strong attention to detail. I have experience working with Excel, CRM systems, lead management workflows, data cleanup, and outreach coordination for sales and marketing operations. What I can help with: • CRM audit, deduplication, tagging, and lead-stage organization • Cleaning and merging spreadsheets for accurate CRM import/export • Skip tracing and contact enrichment (phone/email research) • SMS campaign setup, scheduling, and delivery tracking • Lead list research and social media prospecting • Daily lead management and follow-up tracking • Coordinating outreach workflows and maintaining organized records Workflow execution: Clean and validate lead spreadsheets Remove duplicates and standardize records Enrich missing information through research and skip tracing Import organized data into CRM accurately Schedule and monitor SMS campaigns Log campaign results and response tracking in Excel/CRM Tools I’m comfortable with: Excel, Google Sheets, HubSpot, Zoho, GoHighLevel, Salesforce basics, SMS platforms, and lead research workflows. I focus heavily on: Data accuracy Organized documentation Consistent process management CRM hygiene and workflow efficiency I can start immediately and support ongoing lead pipeline maintenance long-term. Warm regards, Harpreet Singh
$5 USD 50 gün içinde
9,5
9,5

With extensive experience as an executive administrative assistant and a data entry expert, I reassure you that CRM management and data entry are not just tasks to me; they’re my specialties. I excel in organizing vast amounts of information, leveraging spreadsheet tools like Excel to cleanse and organize your lead lists with precision. Furthermore, being well-versed in various CRM systems, including platforms like Zendesk and Shopify, ensures a seamless migration of your valuable data. In conclusion, I believe my adeptness at managing various CRM platforms and their associated tools, my thoroughness in maintaining data integrity and respect for privacy laws, and my ability to leverage social media for business growth will make me the perfect fit for your project. I look forward to pushing your lead pipeline into maximum efficiency. Let's get started immediately to bring those neglected opportunities back on track!
$5 USD 40 gün içinde
8,3
8,3

Hey! I specialize in CRM data cleanup and SMS campaign optimization with 9+ years building accurate, high-performance lead pipelines. Here’s how I can help: * Audit CRM data, remove duplicates, and fix lead tagging issues * Clean spreadsheets, enrich contacts, and fill missing phone numbers via skip-tracing * Build SMS workflows, schedule campaigns, and track delivery and opt-outs * Migrate CRM data, sync records, and ensure error-free imports across systems Could you share which CRM and SMS tools you currently use, and how soon you'd like the cleaned pipeline fully active?
$5 USD 40 gün içinde
7,4
7,4

Hi! I can help you with cleaning up your CRM and getting the lead pipeline running smoothly. The workflow you described is clear and well thought out, deduplication, skip tracing, tagging, import, then setting up SMS campaigns and tracking results. That's a solid process. I'm Edward and I've worked with CRMs and data cleanup projects for years. Keeping data spotless and actionable is something I genuinely enjoy. I can start right away and document everything so handoffs stay seamless. Let me know if you want to chat about it.
$25 USD 7 gün içinde
7,0
7,0

Hi There, Ready right now I'm ready to CRM Lead & SMS Coordination. I will show you sample for your satisfaction and project accuracy then we will go to start, so please contact me and share more details thanks. Check My Profile: https://www.freelancer.pk/u/WelcomeClient I would like to work on this project and can complete with 100% accuracy within the time frame. https://www.freelancer.pk/projects/excel/business-profit-loss-reporting-excel/reviews https://www.freelancer.pk/projects/data-entry/copy-listings-from-website-another/reviews Thanks, Umer
$4 USD 40 gün içinde
7,1
7,1

Hello, I’m very interested in your CRM, lead management, and SMS campaign project. I have experience working with Excel, CRM systems, lead cleanup, skip tracing, and outreach workflows, and I’m confident I can help turn your current database into a clean, organized, and fully actionable pipeline. I understand the importance of data hygiene and accurate contact management. My approach includes carefully cleaning and deduplicating spreadsheets, enriching records through skip tracing and social research, tagging contacts correctly, and ensuring smooth CRM imports without errors. I’m comfortable working with modern CRM and outreach tools and can document all workflows clearly for smooth handoffs. I also understand the importance of privacy compliance and maintaining accurate records throughout the process. I can begin immediately and provide reliable long-term support at your preferred hourly range. Looking forward to discussing your current setup and workflow in more detail. Best regards, Abdus Samad
$3 USD 40 gün içinde
6,0
6,0

Hello I hope this message finds you well. I am a seasoned Software Engineer with over 9 years of diverse experience in developing and delivering a wide range of applications. My expertise spans both Front-End and Back-End development, enabling me to create scalable, optimized, and secure software solutions tailored to meet your specific needs. I would welcome the opportunity to discuss your project in detail. Please feel free to reach out for a complimentary consultation to explore how we can collaborate and elevate your project to new heights. Thank you for considering my proposal. I look forward to the possibility of working together. Best regards, Esau
$5 USD 40 gün içinde
6,0
6,0

I have experience handling lead management, CRM cleanup, Excel data organization, skip tracing, and SMS outreach campaigns. I’ve worked with messy lead sheets containing duplicates, missing numbers, and incomplete records, then cleaned and prepared them for accurate CRM import. For skip tracing, I previously used SkipGenie and Regrid to find the records. For texting and SMS outreach, I’ve worked with RingCentral, Text App. I’m detail-oriented, organized, and comfortable managing spreadsheets, CRM updates, lead tagging, SMS workflows, and social media research to enrich records. I can start very soon and would be happy to help streamline your pipeline. Looking forward to hearing from you.
$2 USD 10 gün içinde
5,8
5,8

With an extensive background in data management as well as a comprehensive knowledge of Excel and other relevant tools, I'm confident in my capacity to fulfill your requirements regarding your CRM, lead management, and SMS coordination. I specialize in creating automated systems that optimize time and maximize precision; precisely the blend of expertise that your project necessitates. Operating within CRM databases and meticulously cleaning up large, messy datasets is something I excel at (pun intended). I'm particularly adept at removing duplicates, aligning leads to the appropriate stages, conducting skip-tracing to locate missing contact information, organizing legacy spreadsheets, all while ensuring every record is ready for targeted SMS outreach campaigns. I've worked on similar projects successfully before and moreover my understanding of data privacy regulations combined with my proactive communication style would not only guarantee accurate results but also a seamless transfer of knowledge. My preferred tech stack works harmoniously with your mentioned requirements further ensuring a refined collaborative experience. Additonally being available to start immediately emphasizes my commitment towards timely completion without compromising quality. Collaborating with you will not only enrich my professional experiences but also ensure streamlined lead coordination processes for your business!
$4 USD 40 gün içinde
5,4
5,4

Dear Hiring Manager, I am excited to apply for the CRM, Lead & SMS Campaign Revamp position. With strong experience in lead management, CRM organization, Excel data cleaning, and SMS outreach workflows, I can help transform your current pipeline into a streamlined and highly actionable system. I have successfully handled projects involving CRM audits, deduplication, skip tracing, lead enrichment, and campaign management while maintaining strict accuracy and data privacy standards. I am highly detail-oriented and comfortable working with modern CRM platforms, Excel, SMS tools, and social media research for lead generation. My focus is always on delivering clean, organized, and error-free databases that improve outreach performance and save time. I can efficiently manage daily lead updates, reporting, and workflow documentation to ensure smooth operations and seamless handoffs. I am available to begin immediately and would love the opportunity to contribute to your business growth. Best regards, RUBEL UDDIN
$5 USD 40 gün içinde
5,1
5,1

Hi, As per my understanding: You need a detail-oriented professional to clean, organize, enrich, and maintain your lead database while improving CRM structure and SMS outreach workflows. The goal is to transform messy spreadsheets and overloaded CRM records into a reliable, actionable pipeline with accurate contact data, compliant texting campaigns, organized lead stages, and clear reporting for ongoing business growth. Implementation approach: • Audit and reorganize CRM records with proper tagging, staging, and deduplication • Clean, standardize, merge, and validate Excel lead files before CRM import • Perform skip tracing and social media research to enrich missing contact details • Build compliant non-voice SMS workflows and personalized drip campaigns • Schedule, monitor, and document SMS campaign performance and opt-out metrics • Maintain accurate daily lead tracking, follow-ups, and CRM status updates • Coordinate postcard/mailer workflows and maintain organized outreach logs • Document processes clearly for smooth future handoffs and scalability A few quick questions: 1. Which CRM and SMS platforms are you currently using? 2. Approximately how many records need immediate cleanup and migration? 3. Do you already have preferred skip-tracing tools or should I recommend a stack? 4. Are your SMS campaigns focused on sales, follow-ups, or reactivation? 5. How frequently do you expect ongoing CRM maintenance and campaign scheduling?
$5 USD 40 gün içinde
5,5
5,5

Hello, I can support your CRM lead and SMS coordination by cleaning and deduplicating your Excel lead lists, ensuring the data is polished for seamless import into your CRM. I can help set up compliant, personalized SMS drip campaigns and track their performance while maintaining daily lead updates and accurate records. I am comfortable with Excel, CRM systems, skip tracing, and SMS tools to keep your lead pipeline effective and organized. Which CRM and SMS platforms are you currently using for this project? Thanks,
$5 USD 40 gün içinde
5,3
5,3

Hi, I can help you clean, restructure, and maintain your entire contact database so your CRM becomes a reliable, fully actionable system for SMS and non-voice outreach. My approach would start with auditing and cleaning your Excel files to remove duplicates, standardize formats, and ensure every record has usable contact fields before importing into your CRM with consistent tagging and correct pipeline stages. I have experience working with CRM data management, skip tracing, and lead enrichment workflows where accuracy and structure are critical, including merging messy legacy spreadsheets into a single clean source of truth. Once the data is stable, I can set up and manage SMS campaign workflows, ensure proper delivery tracking, maintain compliance-ready records, and continuously update contact statuses based on engagement and response data. I am available to start immediately and can take full ownership of both the data hygiene process and ongoing lead management tasks. Best Regards, Muhammad
$4 USD 40 gün içinde
4,9
4,9

Hello, I am ready to dive into your project immediately. I’ve managed CRM cleanup and outreach operations where the biggest priorities were data hygiene, deduplication accuracy, skip tracing, SMS workflow organization, and keeping large lead databases actionable without breaking reporting consistency. For your workflow, I can clean and normalize the Excel datasets, enrich missing contact information through verified research tools, organize CRM stages/tags properly, and structure compliant SMS drip campaigns with delivery tracking so your pipeline remains clean, searchable, and ready for ongoing outreach at scale. I want to discuss with you in more detail. Kind regards, Mojjammil
$4 USD 40 gün içinde
4,2
4,2

Hello, After reviewing your CRM and SMS campaign project, I fully understand the workflow and expectations. I have experience cleaning large lead databases, organizing CRM pipelines, handling skip tracing, managing SMS/email outreach workflows, and maintaining accurate contact records for ongoing campaigns, and I’m ready to start immediately. I bring deep expertise in Data Processing, Excel, CRM Management, Data Analysis, Lead Generation, Database Management, Email Marketing, and Data Entry with over 10 years of experience. A key point is ensuring the CRM becomes a reliable “single source of truth” with clean deduplicated records, accurate tagging, complete contact details, and properly tracked SMS campaign activity. I’m comfortable with: • Excel/CSV cleanup and deduplication • CRM import/export workflows • Skip tracing and lead enrichment • SMS drip campaigns and delivery tracking • Social media lead research • Process documentation for smooth handoffs I have a quick question: • Which CRM and SMS platform are you currently using so I can align the workflow and import structure correctly? I would be glad to help organize the pipeline, improve outreach performance, and maintain the CRM and campaign operations long-term. Best regards, Carlos
$5 USD 40 gün içinde
4,0
4,0

With your CRM, leads, and SMS campaigns requiring a critical revamp, my extensive experience with data management and analysis is what you need. As an advanced Excel specialist, I excel in handling messy data like a maestro; neatly organizing, de-duplicating, cleaning, tagging with utmost accuracy to ensure seamless importing into CRMs. Over the course of my career, I have displayed remarkable detail-oriented skills and an adherence to process that I believe align perfectly with your project requirements. In addition to streamlining your existing data, I have abundant experience researching, identifying and compiling new leads, leveraging tools such as skip-tracing for missing contact information. I'm well-versed with data privacy regulations ensuring the security and compliance of all records. Furthermore, my knowledge in building non-voice texting workflows and drip sequences while monitoring performance metrics has proven fruitful for companies in similar predicaments. With the flexibility to work with any tool you prefer and commitment to documenting processes thoroughly, I will ensure a seamless handoff of tasks even after the completion of this project. Together, we can achieve a fully-populated CRM and a robust SMS campaign platform that will work wonders for both lead conversion and maintaining customer engagement. Let's transform your disarrayed pipelines into a well-oiled machine.
$4,99 USD 40 gün içinde
3,2
3,2

Hi, I can take over your CRM cleanup and SMS pipeline end-to-end, focusing on turning your messy lead data into a clean, structured, and fully actionable system. I will deduplicate and standardize your Excel files, enrich missing contact data using skip-tracing methods, and align everything into your CRM with correct tagging and lifecycle stages. I can also set up and coordinate SMS drip campaigns with proper tracking, opt-out handling, and clear reporting so you can see performance directly in your spreadsheet or CRM. BR, Heorh
$10 USD 40 gün içinde
3,1
3,1

As a top-rated freelancer with over a decade of experience in optimizing workflows and increasing productivity, I bring to the table the prowess you need for your CRM, Lead & SMS Campaign Revamp. My skills span from expert data manipulation in Excel (including VBA macros) to automating processes using tools like Zapier and UI Path. With these under my belt, I can clean your messy spreadsheets, deduplicate your CRM, import/export data without errors, and even build non-voice texting workflows that ensure every lead feels personally engaged. In my vast experience, I've successfully tackled similar projects that needed reorganizing and cleaning up of existing database systems just like yours. Previous clients found my attention to detail and commitment to quality indispensable when it came to ensuring flawless integration and I promise you'll get no different. For instance, by using skip-tracing tools combined with light social media searches, I will diligently fill any information gaps ensuring 100% of contacts contain at least a name, email or phone numbers or are clearly marked "N/A".
$4 USD 40 gün içinde
2,9
2,9

Hello, I can help you to audit and reorganise the current CRM, skip-trace missing phone numbers and emails, clean, merge and migrate legacy spreadsheets into one reliable source of truth, build non-voice texting workflows and drip sequences that feel personal yet remain compliant, coordinate the printing and sending of postcards and mailers in a regular schedule, research, identify, and compile new lead lists to expand our reach, plan, launch and track SMS campaigns, reporting performance and opt-out metrics, maintain day-to-day lead management, updating statuses and noting next actions and search social media (Facebook, LinkedIn, Twitter or whichever channel works best) to uncover fresh prospects and enrich existing records. I can start immediately. Warm regards, Doris
$6 USD 25 gün içinde
2,8
2,8

Hi, You need your CRM contacts to stay spotless and fully actionable while coordinating SMS outreach — without manual data chaos dragging everything down. I've coordinated SMS campaigns with HubSpot and Pipedrive using Twilio webhooks for real-time updates and custom scripts for lead deduplication and field validation. I automate what should be automatic (SMS triggers, field mapping) and do detailed manual work where it matters (data integrity, segmentation accuracy). The approach: your CRM is the single source of truth. All updates flow through it. Here's what I need to move forward: Your description cuts off at "fully action..." — does that mean SMS-triggered follow-ups for specific lead statuses, or are you looking for lead import, dedup, field cleanup, and SMS coordination as three separate workflows? Once I understand the execution path, I'll map realistic timing and flag any platform limits upfront. Ready to start today. Best regards, Val
$250 USD 7 gün içinde
1,8
1,8

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