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CRM & Systems
Data Management

eCommerce Consulting Firm

Technology Stack

HubSpotClickUpCRM ArchitectureWorkflow AutomationData GovernanceProcess AutomationSOP Design

Key Highlights

Overhauled HubSpot CRM workflows and architecture for sales and client management

Designed and enforced standard operating procedures (SOPs) for consistency across teams

Built automated HubSpot workflows to reduce manual work and enforce process consistency

Led data cleanup, deduplication, and standardization efforts in HubSpot

Managed day-to-day operations and project execution using ClickUp as the operational backbone

Standardized task assignment, deadlines, and accountability structures

Oversaw onboarding processes for new hires and clients

Improved HubSpot data reliability for reporting and decision-making

Configured and optimized HubSpot CRM for sales and client workflows

Aligned HubSpot and ClickUp into a unified operational framework

Ran HubSpot operations including workflow automation, data governance, and process optimization

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