Ongoing CRM Specialist for white label agency
Budget: $25 – $50 USD
We're a digital solutions agency delivering CRM and sales-automation projects for small and mid-sized businesses. We're building a small bench of trusted specialists we can work with on an ongoing basis, project by project.
This is white-label work: everything is delivered under our brand. You won't contact our clients directly, and our projects won't appear in your public portfolio. In return, we bring you a steady flow of well-scoped work without you having to find clients yourself.
What you'll do (varies by project):
Set up and configure CRMs (HubSpot, Zoho, Pipedrive, GoHighLevel, or Salesforce) so every lead is captured and nothing slips through
Build automated follow-up sequences (email/SMS) that actually get replies
Connect web forms, landing pages, and other lead sources into the CRM
Migrate messy, years-old contact data from spreadsheets and old systems into a clean pipeline — without losing anything
Set up clear pipeline dashboards a business owner can understand at a glance
You're a strong fit if you have:
Hands-on, end-to-end setup experience with at least two major CRMs (not just "I've used one")
Real data-migration experience — this is where most people fall down
A track record of automated sequences you designed, with a sense of the results they drove
The habit of asking about a client's sales process before proposing a setup
Clear, fast English communication — you'll work with our project managers, not directly with clients
How we work:
Every contractor signs an NDA + white-label + non-solicitation agreement before any client work
We start with a small paid test task before assigning a full project — a few hours, paid at your rate
Payments are milestone-based (part on start, part on delivery, part after client approval)
Do well on the test and first project, and this becomes ongoing work
To apply, please:
Tell us which CRMs you've personally set up end-to-end, and roughly how many implementations of each
Briefly describe one data migration you handled — what was messy about it and how you kept everything intact
Share 1–2 links or examples of automated sequences or full CRM builds you've done
Confirm you're comfortable with white-label work and signing an NDA
We read every genuine application and ignore copy-paste proposals. Looking forward to working with you.
This is white-label work: everything is delivered under our brand. You won't contact our clients directly, and our projects won't appear in your public portfolio. In return, we bring you a steady flow of well-scoped work without you having to find clients yourself.
What you'll do (varies by project):
Set up and configure CRMs (HubSpot, Zoho, Pipedrive, GoHighLevel, or Salesforce) so every lead is captured and nothing slips through
Build automated follow-up sequences (email/SMS) that actually get replies
Connect web forms, landing pages, and other lead sources into the CRM
Migrate messy, years-old contact data from spreadsheets and old systems into a clean pipeline — without losing anything
Set up clear pipeline dashboards a business owner can understand at a glance
You're a strong fit if you have:
Hands-on, end-to-end setup experience with at least two major CRMs (not just "I've used one")
Real data-migration experience — this is where most people fall down
A track record of automated sequences you designed, with a sense of the results they drove
The habit of asking about a client's sales process before proposing a setup
Clear, fast English communication — you'll work with our project managers, not directly with clients
How we work:
Every contractor signs an NDA + white-label + non-solicitation agreement before any client work
We start with a small paid test task before assigning a full project — a few hours, paid at your rate
Payments are milestone-based (part on start, part on delivery, part after client approval)
Do well on the test and first project, and this becomes ongoing work
To apply, please:
Tell us which CRMs you've personally set up end-to-end, and roughly how many implementations of each
Briefly describe one data migration you handled — what was messy about it and how you kept everything intact
Share 1–2 links or examples of automated sequences or full CRM builds you've done
Confirm you're comfortable with white-label work and signing an NDA
We read every genuine application and ignore copy-paste proposals. Looking forward to working with you.
Related categories:
Project Management
CRM
Salesforce.com
Zoho
Email Marketing
Lead Generation
Automation
Hubspot
Pipedrive
GoHighLevel