
Choose and implement a CRM system to migrate from Sheets
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£220(approx. $304)
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Description
Experience Level: Intermediate
Estimated project duration: 1 - 2 weeks
CRM Brief
I am a consultant working in the conference and event space, i advise clients on how they can may their events more profitable. My main focus is the association/membership sector.
I work for a couple of clients at a time, and generate awareness by running webinars to offer a “sample “ of my services. I market these through email marketing which has been done via mail merge to via mircrosoft account.
Recently I've switched to google workspace, and am looking for a CRM solution to help me mail the data, keep track of responses and coordinate with gmail and google products.
My data is about 600 names/emails with some company details currently on sheets, and would like to find the best solution and someone to implement it.
Can you help?
Thanks
Richard
I am a consultant working in the conference and event space, i advise clients on how they can may their events more profitable. My main focus is the association/membership sector.
I work for a couple of clients at a time, and generate awareness by running webinars to offer a “sample “ of my services. I market these through email marketing which has been done via mail merge to via mircrosoft account.
Recently I've switched to google workspace, and am looking for a CRM solution to help me mail the data, keep track of responses and coordinate with gmail and google products.
My data is about 600 names/emails with some company details currently on sheets, and would like to find the best solution and someone to implement it.
Can you help?
Thanks
Richard
Richard M.
100% (1)Projects Completed
2
Freelancers worked with
2
Projects awarded
67%
Last project
21 Aug 2025
United Kingdom
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Further to the question above, it would be helpful if you could do a list of the individual functions that need to be managed.
Kind regards,
Carl. -

What is your desired timeline for this project?
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Would you like the CRM to also handle webinar registration tracking, or focus solely on email campaigns and contact management?
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