CRM Systems Architect (Sales Ops) – Commission-Based Sales Team
Budget: $250 – $750 USD
We are building a national commission-only sales organization and need a CRM systems architect to design and implement a lightweight but powerful CRM using Google Drive / Sheets / Forms (or Airtable).
Scope Includes:
• Rep intake & onboarding workflow
• Deal submission & lead protection logic
• Commission calculation & payout tracking
• Rep-level dashboards (view-only)
• Admin dashboard & reporting
• Territory tracking & heat maps
• Investor vs venue deal separation
• Documentation so the system is easy to manage long-term
Tech Stack (Preferred):
• Google Sheets
• Google Forms
• Google Drive permissions
(Airtable acceptable if recommended)
Deliverables:
• Fully built CRM system
• Clean dashboards
• Automation logic
• SOP / documentation
Scope Includes:
• Rep intake & onboarding workflow
• Deal submission & lead protection logic
• Commission calculation & payout tracking
• Rep-level dashboards (view-only)
• Admin dashboard & reporting
• Territory tracking & heat maps
• Investor vs venue deal separation
• Documentation so the system is easy to manage long-term
Tech Stack (Preferred):
• Google Sheets
• Google Forms
• Google Drive permissions
(Airtable acceptable if recommended)
Deliverables:
• Fully built CRM system
• Clean dashboards
• Automation logic
• SOP / documentation
Related categories:
PHP
Website Design
Software Architecture
Salesforce.com
Documentation
Airtable
Google Sheets
Data Management