Optimize CRM Projects with Vollna's Tools

### **Overview**

We are looking for a specialist to lead the migration and transformation of our customer service operations from Salesforce Service Cloud to HubSpot Service Hub.

This role will ensure a smooth transition of ticketing, SLAs, automation, and reporting while aligning HubSpot capabilities with existing business processes.

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## **Key Responsibilities**

### **1. Current State Analysis (Salesforce)**

* Analyze existing **Case Management setup**

* Case Record Types, Statuses, Queues
* Assignment Rules & Escalation Rules
* SLAs (Entitlements & Milestones)
* Review **automation (Flows, Apex, Process Builder)**
* Document dependencies (integrations, APIs, email-to-case, etc.)

---

### **2. Solution Design in HubSpot**

* Map Salesforce concepts to HubSpot:

* Cases → Tickets
* Queues → Pipelines / Inbox
* Assignment Rules → Workflows
* Entitlements → SLA policies
* Design scalable **ticket pipelines and lifecycle stages**
* Define **automation strategy using workflows**

---

### **3. Data Migration**

* Migrate:

* Contacts & Accounts → Contacts & Companies
* Cases → Tickets
* Activities, notes, attachments
* Ensure **data integrity, deduplication, and associations**
* Validate migrated data with business users

---

### **4. Automation & SLA Implementation**

* Rebuild:

* Ticket assignment logic
* Escalation processes
* Notifications & follow-ups
* Configure:

* **SLA policies (response & resolution times)**
* Ticket prioritization rules

---

### **5. Channels & Support Setup**

* Configure:

* Email inbox (email-to-ticket equivalent)
* Live chat / chatbot
* Customer portal (if needed)
* Set up **knowledge base for self-service**

---

### **6. Reporting & KPIs**

* Recreate Salesforce reports in HubSpot:

* Ticket volume
* Resolution time
* SLA compliance
* Build dashboards for support teams and leadership

---

### **7. Integrations**

* Rebuild or replace integrations:

* APIs, middleware (Zapier, custom APIs)
* Communication tools (Slack, email systems)
* Ensure data sync between systems if hybrid setup exists

---

### **8. Training & Adoption**

* Train support teams on HubSpot workflows
* Create SOPs and documentation
* Ensure smooth user adoption post-migration

---

## **Required Skills & Experience**

* Strong experience in:

* Salesforce Service Cloud (Cases, Flows, SLAs, automation)
* HubSpot Service Hub (Tickets, workflows, reporting)
* Experience with **CRM migrations (Salesforce → HubSpot preferred)**
* Knowledge of **data migration tools & APIs**
* Understanding of **customer support processes & SLAs**
* Ability to translate complex Salesforce logic into simpler HubSpot workflows

---

## **Key Challenges (Be Transparent with Management)**

This is where you add real value 👇

* HubSpot has **limited record-level sharing** compared to Salesforce
* No direct equivalent of:

* Complex Apex logic
* Advanced entitlement processes
* Automation is simpler → may require **process redesign, not 1:1 migration**
* Reporting is less flexible than Salesforce

---

## **Success Criteria**

* Seamless migration with **no data loss**
* Reduced manual effort via automation
* SLA compliance maintained or improved
* High adoption by support teams
* Simplified support processes (HubSpot strength)

---

## **Simple Explanation for Management**

* Salesforce = highly customizable, complex
* HubSpot = simpler, faster, easier to use

👉 This role ensures:

* We don’t “copy-paste” complexity
* We **simplify processes while migrating**
* Business continuity is maintained

• Describe your recent experience with similar projects
• Please list any certifications related to this project

We are seeking a skilled GoHighLevel (GHL) expert to assist in the setup and configuration of our CRM and automation system. The ideal candidate will have hands-on experience with GHL and a strong understanding of marketing automation processes. Your role will involve customizing pipelines, setting up workflows, and integrating various tools to enhance our customer relationship management. If you are passionate about optimizing business processes and have a proven track record with GoHighLevel, we want to hear from you!

Description: I run a lean Upwork agency focused on appointment setting, and I’m adding a few more dedicated callers to the team.

How it works:
I handle clients, deals, and all communication
I bring in and assign campaigns consistently
You focus only on calling + booking appointments
You use agency connects + established systems

Pay:
50/50 split (example: $10/hr → you keep $5/hr)
More output = more hours + better campaigns

What you get:
No applying, no chasing clients
No back-and-forth or admin work
Access to active campaigns (not theory, real work)
Simple, repeatable workflow
Room to increase volume quickly if you perform

To apply (read carefully): Send a short Loom video (2–3 mins) covering:
Your appointment setting / cold calling experience
Why you’re a strong fit for this setup
Say the keyword: “Blue Line” somewhere in the video
Submissions without the keyword won’t be reviewed.

Only a few exclusive spots are open once filled, I’ll pause this listing.

We are seeking an experienced automation specialist to streamline our sales processes for real estate projects. The goal is to automate data collection from social media platforms and integrate it into our Excel or Google Sheets. This project requires the ability to handle validated data and ensure that we capture information on actual buyers effectively. If you have a proven track record in data automation and can enhance our sales workflow, we'd love to hear from you.

We are looking for a skilled GoHighLevel (GHL) and CRM automation expert to help us set up and optimize our workflow system.
Our goal is to automate lead management, customer onboarding, and follow-up processes to save time and improve efficiency.

Key Responsibilities:
Set up and configure GoHighLevel (GHL) CRM
Build and manage sales pipelines
Create automated workflows for:
Lead capture and nurturing
Email, SMS, and call follow-ups
Appointment booking
Design forms, funnels, and landing pages
Automate data entry and customer tracking
Integrate third-party tools using Zapier / Make / APIs

What We’re Looking For:
Strong experience with GoHighLevel (GHL)
Solid understanding of CRM automation systems
Ability to suggest improvements and optimize workflows

• Please describe your experience with similar GoHighLevel (GHL) / CRM automation projects you have completed.?
• Describe your approach to testing and improving QA

We are looking for an experienced developer to create an AI-powered sales and customer service automation system. This system is for a company in Cartagena and will initially focus on WhatsApp integration.

The system must fulfill the following key functionalities:

Automated customer service via WhatsApp as the primary channel;
ability to efficiently answer frequently asked questions;
generation of personalized product quotes;
automatic lead classification (cold, warm, hot) to optimize follow-up;
closing sales outside of business hours;
registration and updating of customer information in Bitrix24 (CRM);
automated customer follow-up management;
and sending organized information to the design team for product customization.

The current technology stack, while flexible, includes:

n8n for automation orchestration;
OpenAI (GPT-4o) for AI capabilities;
PostgreSQL as the database;
ManyChat/WhatsApp API for communication;
and Bitrix24 as the customer relationship management (CRM) system.

We are looking for a professional with the following profile:

Demonstrable experience in n8n and building complex workflows.
Ability to integrate diverse APIs and systems.
Solid understanding of automation logic and scalable system design.
Capacity to propose technical improvements and innovative solutions.

Important project considerations:

The work will be carried out in phases, starting with the implementation of WhatsApp functionality.
There is the possibility of a long-term relationship for system maintenance and the development of new modules.
Delivery of basic system documentation is required.

When submitting your proposal, please include:

Details of similar projects you have completed.
The technology stack you are proficient in and propose for this project.
Your availability and estimated timelines for the initial phase.
Category IT & Programming
Subcategory Artificial Intelligence
Project size Medium

Delivery term: Not specified

Skills needed

API CRM JavaScript System Analysis Web Services Python

Skills: PHP, Java, Software Architecture, CRM, MySQL, PostgreSQL, API, Automation, OpenAI, n8n

We are seeking a knowledgeable Salesforce consultant/admin to enhance our team's experience with Salesforce CRM. The ideal candidate will analyze our current setup, identify areas for improvement, and implement solutions to make the system more user-friendly and efficient. A strong understanding of Salesforce best practices and customization options is essential. If you're passionate about helping teams optimize their CRM usage, we want to hear from you!

• Describe your recent experience with similar projects
• Please list any certifications related to this project

We are looking for an experienced Power BI specialist to build a professional real estate sales dashboard that provides clear, actionable insights for management and sales teams.

The dashboard should help us analyze sales performance, track KPIs, and support data-driven decision-making in the real estate sector.

Scope of Work:

Build an interactive Power BI dashboard for real estate sales analysis
Clean and transform data using Power Query
Work with data from Excel and other structured sources
Create a strong data model with proper relationships
Develop clear and useful visuals for sales performance and trends
Generate insights on leads, bookings, closed deals, sales reps performance, projects, and conversion rates
Ensure the dashboard is easy to use, professional, and management-friendly

We are seeking a skilled CRM Automation Architect to enhance our lead flow processes. The ideal candidate will have experience in designing and implementing automated workflows to improve efficiency and accuracy. Responsibilities include analyzing current systems, identifying areas for improvement, and developing solutions to optimize lead management. Familiarity with CRM tools like Salesforce or Microsoft Dynamics is essential.

We are a growing German recruiting company operating a network of regional job portals. We are looking for a reliable Salesforce administrator for ongoing support and continuous improvements to our Salesforce setup.

What you'll be working on:
You will maintain and improve our Salesforce environment on an ongoing basis. This includes building and optimizing workflows, custom objects, reports, and dashboards. A significant part of the role involves managing and extending our Make (formerly Integromat) integrations, as well as supporting our integration with the Claude AI API. Our data model is straightforward, and most work can be handled with declarative tools — Apex or LWC development is not required.

How we work:
You will collaborate asynchronously with our internal point of contact, with one short sync call per month. We will provide sandbox access and existing technical documentation to get you started. All changes go through our internal review and approval before deployment to production. Thorough documentation of every change is non-negotiable — this is a hard requirement for us.

What we're looking for:
Solid Salesforce administration experience (mid-level+)
Proven experience with Make (Integromat) integrations
Familiarity with AI API integrations is a strong plus
Reliable, autonomous working style with clean async communication
Structured, detail-oriented approach to documentation

Scope:
Up to 10 hours per week. We have an existing backlog of open tasks that we will share with selected candidates to scope the work together.

To apply, please include:
Your hourly rate
Your typical availability in hours per week
1–2 examples of comparable Salesforce projects

We are looking for a GoHighLevel Expert who is highly skilled in GoHighLevel (GHL), landing page design, sales funnel building, CRM setup, and AI automation.

This role is perfect for a GoHighLevel Expert who understands automation systems, lead generation, CRM pipelines, and high-converting landing pages that drive real business results.

Responsibilities:
Full GoHighLevel setup (GHL setup) from scratch
Build and optimize landing pages for high conversions
Create high-performing sales funnels in GoHighLevel
Set up GoHighLevel automation workflows (email, SMS, AI automation)
Manage and organize CRM pipelines inside GoHighLevel
Integrate third-party tools like Zapier, Make.com, n8n, ClickFunnels, and WordPress
Design and implement email marketing campaigns & email automation
Support lead generation systems and marketing automation strategies
Customize pages using HTML, JavaScript, and basic web design principles
Requirements:
Proven experience as a GoHighLevel Expert / GHL Expert
Strong background in landing page design & web design
Experience building and optimizing sales funnels
Deep knowledge of email marketing, email automation & campaigns
Experience with CRM software & customer relationship management systems
Familiarity with marketing automation tools (Zapier, Make.com, n8n)
Basic knowledge of HTML, JavaScript, and WordPress
Ability to optimize systems for lead generation and conversions

We are seeking a developer to create a custom sales tool for our team, replacing existing tools and integrating it with our website. The project includes providing training and ongoing support to ensure seamless adoption. The ideal candidate will have experience in web development and integration, with a focus on enhancing sales processes.

I’m looking for a hungry and reliable appointment setter to help me reach out to local businesses (tradies, small service businesses) and book calls for website services.

This is a performance-based role with strong earning potential for the right person.

What You’ll Be Doing:
Cold calling local businesses (plumbers, handymen, electricians, etc.)
Introducing a simple, high-demand offer (websites that bring them more customers)
Booking qualified calls with interested business owners
Updating basic call outcomes

Pay Structure:
Commission per booked call OR per closed deal
High earning potential depending on performance
Opportunity to scale into a long-term role

(We can discuss the exact structure based on experience)

The Offer You’ll Be Selling:

We help local businesses:

Get more customers online
Look more professional
Turn website visitors into real enquiries

This is an easy-to-understand offer that solves a real problem.

Who This Is Perfect For:
Someone confident speaking on the phone
Experience in cold calling or sales (preferred but not required)
Fluent English
Consistent and reliable
Hungry to earn commission

Who This Is NOT For:
People looking for fixed hourly pay only
Low-effort callers
Anyone uncomfortable speaking to business owners

Why This Is a Good Opportunity:
Simple offer (easy to explain)
High demand (most businesses need this)
No complicated sales process
Strong commission potential

📩 To Apply

Send a message with:

Your experience with cold calling (if any)
Where you’re based
Why you’d be a good fit

If you’re motivated and want to earn based on performance, this can turn into a long-term opportunity.

We are looking for a Freelance Outbound & Revenue Operations Specialist to help us build and execute a Predictable Revenue-style outbound engine.

This role is focused on designing and operationalising a structured outbound process — from ICP definition to lead generation, sequencing, and continuous optimisation — using tools like Instantly and modern prospecting platforms.

Responsibilities
• Define and refine ICP (Ideal Customer Profile) and segmentation based on data and market signals.
• Design and implement scalable outbound systems following a Predictable Revenue approach.
• Build and manage multichannel outbound sequences (email, LinkedIn, etc.) using tools like Instantly.
• Source and enrich lead data using advanced prospecting and scraping tools.
• Own CRM hygiene and pipeline visibility to ensure accurate tracking and reporting.
• Analyse campaign performance and continuously optimise messaging, targeting, and deliverability.

Requirements
• Proven hands-on experience with Instantly (or similar outbound tools) in real campaign environments.
• Strong experience with lead generation, prospecting tools, and data sourcing workflows.
• Solid understanding of outbound systems (not just execution, but strategy and structure).
• Experience managing CRM systems and outbound pipelines.
• Fluent English (written and spoken).
• Analytical mindset with a strong focus on testing and optimisation.
• Availability for a part-time freelance collaboration.
• Based in Portugal or Brazil (mandatory).

Nice to Have
• Experience applying the Predictable Revenue framework or similar outbound methodologies.
• Strong cold email copywriting skills with proven results.
• Background in B2B sales, SDR workflows, or demand generation.

This is not an entry-level role — we’re looking for someone who has already worked with these tools and understands how to build outbound systems that generate consistent pipeline.

If you’ve done this before and want to plug into a growing project, we’d love to hear from you.

I need a small but important fix for my GoHighLevel and Zoho CRM setup. Right now, my system isn’t fully connected the way I want, and I need someone who understands both platforms to make a quick adjustment.

This is a simple $5 task for someone experienced. Shouldn’t take long if you know what you’re doing.

What I need done:
Connect or fix integration between GoHighLevel and Zoho CRM
Ensure contacts are syncing properly
Check and correct any broken automation or workflow
Make sure leads are being captured and stored correctly
Do a quick test to confirm everything works smoothly

I’m not looking for a full setup, just a fast fix and cleanup. If the work is done well, I may have more tasks later.

Must have experience with both platforms. Keep it simple and efficient.

Elite Fleet delivers high-touch aviation and experiential journeys for UHNW clients, corporate partners, and curated events.

We are hiring a Client Experience Manager to own the end-to-end journey for our clients -- from aviation booking to event experience and post-engagement follow-up.

This role ensures every touchpoint is discreet, premium, and a seamless handoff from the sales team.

CORE RESPONSIBILITIES
-Coordinate seamlessly with aviation operations, sales, event director, and logistics teams
-Ensure all travel, timing, and guest requirements are executed flawlessly
-Oversee the full client lifecycle across aviation and event participation
-Manage on-site guest experience for curated sport and philanthropic events
-Serve as the primary experience liaison for select high-value clients
-Maintain proactive communication before, during, and after engagements
-Anticipate needs before they are expressed

QUALITY COORDINATION
-Identify friction points and implement experience improvements
-Ensure consistency across aviation, events, and hospitality partners

IDEAL CANDIDATE
The ideal candidate has lived in the world of high-touch service environments and understands that luxury is defined by what does NOT go wrong. You would bring exceptional attention to detail, composed execution under pressure, high emotional intelligence, and polished communication and presence. Prior experience could include:
-Five-star luxury hotels or resorts
-Private aviation concierge or charter coordination
-Private member clubs

• In what capacity have you worked with UHNW clients?
• What CRM tools do you have experience using?
• Describe the best customer service you have ever received. What made it special?

I am the founder of NextLevel Operations Group, a premium business automation company serving the field service industry in the United States. I am building a white label multi-agent AI platform that I will sell to service businesses including plumbers, HVAC companies, roofers, electricians, and pest control companies.
This is not a chatbot. This is not an n8n workflow. This is not a GoHighLevel integration. If your experience is primarily in those tools please do not apply. I am specifically looking for a developer with hands on production experience building true multi-agent reasoning systems using CrewAI or LangGraph where multiple AI agents collaborate, debate, and make decisions together in real time.
What The Platform Must Do:
The system requires six agents working together intelligently. A Dispatcher Agent that assigns jobs to the right technician based on location, availability, and skill. A Route Optimizer Agent that uses real time traffic data to find the fastest path to every job. A Vision Diagnostic Agent that analyzes photos and videos sent by customers to identify problems and recommend solutions before the technician arrives. An Inventory Agent that checks what parts and supplies are on each truck before dispatch to eliminate callbacks and wasted trips. A Client Negotiator Agent that handles customer communication, scheduling, quotes, follow ups, and payment collection automatically. And a Coordinator Agent that oversees all other agents, manages priorities, and escalates to a human when needed.
Beyond the core agents the platform must also handle job logging, invoicing, billing, Stripe payment processing, SMS and WhatsApp customer communication, and basic CRM functions. These can be handled through agent tool calls or simple integrations.
This Platform Will Be Sold To Real Businesses.
I give clients my personal phone number for 24 hour support. That means reliability is not optional. This platform must work flawlessly under real world conditions. I need someone who understands the difference between a demo that looks good and a production system that performs under pressure day after day.
My Non-Negotiable Requirements — Every Single One:
Full IP ownership transfer. I own one hundred percent of all code, agents, and systems forever. You retain zero rights after delivery. This must be documented in a written work made for hire agreement before any work begins.
Deployment exclusively to my own cloud account on Railway or DigitalOcean. The platform will never live on your server or any shared hosting you control.
Complete source code delivered to my private GitHub repository at every milestone. Not at the end. At every milestone.
True multi-tenant white label architecture. Each client gets their own branded instance with custom logo, colors, and domain. Complete data isolation between tenants. No client can ever see another client's data.
The platform must handle a minimum of one hundred active clients from day one and scale to five hundred or more clients by upgrading cloud resources without rebuilding the core system. Please include a plain English scaling guide in your proposal.
Basic guardrails built in from the start to prevent wrong diagnoses, bad routing decisions, or incorrect information reaching clients. Human escalation paths for edge cases.
A simple admin dashboard in plain English that I can use to onboard new clients, manage tenants, and monitor system health without any technical knowledge.
Fixed price only. I will not accept hourly billing. Your quote must be broken into exactly four milestones with clear deliverables for each milestone. I will not disclose a budget — please quote your best fixed price based on the full scope.
Final payment released only after a fourteen day testing period during which the complete platform performs as specified.
Ongoing maintenance availability after delivery for bug fixes, model updates, new client onboarding support, and quarterly improvements. Please include your monthly rate for ongoing support in your proposal.
What I Need In Your Proposal — Do Not Apply Without All Of These:
One — Proof of existing multi-agent work. A GitHub link, live demo, or detailed case study of a real CrewAI or LangGraph multi-agent system you have built and deployed for a real client. Not a tutorial. Not a personal project. A system that ran in production for a paying client. If you cannot show me this do not apply.
Two — Your answer to this specific question. Describe in plain English how your agents communicate with each other and make collaborative decisions. Not how CrewAI works in general. How you specifically have implemented agent collaboration in a past project.
Three — Which service industries have you built automation for previously. Field service experience is a significant advantage.
Four — Your complete fixed price quote broken into four milestones with timeline for each milestone and total delivery timeline.
Five — Your monthly rate for ongoing maintenance and support after delivery.
Six — Written confirmation that you agree to full IP ownership transfer, deployment to my cloud only, complete source code to my GitHub at every milestone, and the fourteen day testing period before final payment.
Who I Am Looking For:
I am looking for the right developer. Someone who has built this before, delivers what they promise, communicates clearly and consistently, and wants a long term relationship as my technical partner as this platform grows to serve hundreds of clients across the United States.
If you are that developer I want to hear from you.
I will not disclose a budget. Submit your best fixed price quote based on the full scope. Payment via Upwork milestones only.

We're looking for a Customer Success Manager who's genuinely committed to driving exceptional results for our clients using our SEO tool.

Here's what the role entails:

You'll be responsible for maintaining strong relationships with our existing client base, conducting regular check-ins, and ensuring they're maximizing the value of our platform to achieve their business objectives.

Your day-to-day will include monitoring customer health metrics, developing customized success strategies for each account, and collaborating closely with our product team to incorporate user feedback into feature development.

The ideal candidate brings a solid understanding of SEO principles combined with proven experience in client relationship management. You should be someone who finds genuine satisfaction in helping clients reach their goals and who can translate their needs into actionable insights.

This position offers the opportunity to directly impact customer retention and satisfaction while contributing to the evolution of our product roadmap.

If you have client management skills we're looking for, and you're ready to make a measurable difference in our customers' success, we'd like to hear from you.

Can you start your response with "Heyo Seyo" so i know you have read the entire post.