Hire the Best BoomTown Specialists

Hi, I’m McKenzie. I have 8+ years of experience in customer success, support, and client-facing roles, helping teams keep customers supported, organized, and engaged. In my current role, I manage a portfolio of 125+ SaaS customer accounts, so I know how quickly emails, follow-ups, CRM notes, and onboarding tasks can pile up. I enjoy helping small teams stay on top of customer communication and making sure nothing important slips through the cracks. I can help with: ✅ Email and ticket-based customer support ✅ Customer follow-ups and account updates ✅ CRM organization in HubSpot or Salesforce ✅ Customer onboarding checklists and email templates ✅ Meeting notes, action items, and follow-up drafts ✅ Support macros, FAQs, SOPs, and process documentation ✅ Weekly customer/account summaries for your team I’m a good fit for SaaS companies, coaches, consultants, and small businesses that need reliable part-time help with customer communication, support, and client success. If you’re looking for someone organized, proactive, and easy to work with, I’d be happy to help keep your customers supported and your follow-ups on track.

✅ Available 24/7 Send an invite or message me on Upwork anytime Hello, I’m Muhammad Kamran Your Dedicated CRM Automation Expert & Virtual Assistant. Managing CRM systems, lead generation, follow ups and daily business operations can become overwhelming without the right support. That’s where I can help. With 5+ years of hands on experience, I assist businesses in automating workflows, organizing data, improving customer management and generating high quality leads that help drive business growth. I specialize in CRM Automation, Lead Generation, LinkedIn Outreach, Virtual Assistance and Administrative Support while ensuring accuracy, efficiency and timely delivery in every project. 🚀 Why Clients Choose Me ▪️ Professional and detail-oriented approach ▪️ Quick communication & fast response time ▪️ Reliable support with on-time delivery ▪️ Strong problem-solving and organizational skills ▪️ Experience working with startups, agencies & businesses ▪️ Focused on building long-term working relationships ▪️ Full-time freelancer committed to quality work 🖥️ CRM Platforms I Work With GoHighLevel 🔼 Housecall Pro🖥️ ServiceTitan👥 HubSpot 🧡 Zoho CRM 📊 Salesforce ☁️ Podio 📌 Pipedrive 🚀 Freshsales 🌿 Bitrix24 🧩 Close CRM 📞 Monday Sales CRM 📅 Microsoft Dynamics 365 🪟 📌 CRM Automation & Business Support Services 🖥️ CRM setup, customization & maintenance 🔄 Workflow automation & process optimization 📧 Email automation & campaign management 📊 Reporting, dashboards & data organization 🎯 Lead management & sales pipeline tracking 🔗 API integrations using Zapier & Make 👥 Customer follow-up systems & segmentation 📋 Administrative and operational support 💼 Lead Generation & Outreach Services 🔍 B2B Lead Generation 💼 LinkedIn Sales Navigator Research 📧 Cold Email Outreach Campaigns 📋 Contact List Building ✅ Verified Email Collection 📞 Appointment Setting 🤝 LinkedIn Outreach & Recruiting 🛠️ Virtual Assistant & Administrative Services 📊 Data Entry & Data Mining 🌐 Web Research & Market Research 📑 PDF to Excel / Google Sheets Conversion 📅 Calendar & Appointment Management 📧 Email Handling & Admin Support 📁 Database & File Management 📈 Advanced Excel & Google Sheets 🛒 E-commerce & Real Estate Support 🛍️ Shopify, WooCommerce, Amazon & Etsy Assistance 🏠 MLS, Zillow & Property Data Management ⚙️ Tools & Platforms Apollo, Instantly, Lemlist, Hunter, Mailchimp, Microsoft Excel, ClickUp, Trello, Canva, Slack, 🎯 My Mission I aim to help businesses save time, improve efficiency and scale operations through smart automation, organized systems and dependable virtual support. Thank you for visiting my profile. Let’s connect and discuss how I can support your business success! 🚀

I believe in providing the kind of support that's so good your customers will tell their friends about it--and providing you the tools you need to make this happen. Looking for assistance in getting your help desk, CRM, or sales software configured from A-to-Z? I'm here for you and your business! I have more than 10 years of experience implementing customer service software for projects large and small--including for teams using phone, email, social media platforms, and chat. In addition, I believe customers judge us not on the mistakes we make, but on the type of resolution we provide for them. Often times, how we fix a customer's problem is an opportunity to gain their trust for life. I love digging into an existing implementation and looking for ways your team can be more efficient while still keeping personal touches. I excel at automation and workflow configurations and improvements. I have expertise in all major customer service systems, including Gorgias, Hubspot Service Hub, Freshdesk, Intercom, Zendesk, Front, eDesk, Zoho, Helpscout, WordPress, Podio, Pylon, and more. I also specialize in channels like Slack Connect, LinkedIn messaging, Instagram and Facebook messages, SMS, phone, voice, and more. I am also an expert at sales CRMs, including Pipedrive, HubSpot Sales Hub, Freshsales, Zendesk Sell and Zendesk Sales Suite, Salesmate, and more. Additionally, I have expert-level experience in implementations of Shopify, ShipStation, ReCharge Apps, Bold Subscriptions, ClickUp, Asana, Google Keep, MS Office, QuickBooks, WaveApps, and numerous other cloud-based solutions. I also have substantial expertise in Zoom, Skype, Microsoft Teams, and Slack for any remote team/work consultations. Finally, automation with systems like Zapier and Make are one of my key specialities. They connect anything to everything! If you can dream it, I can build it. Some popular platforms I connect are phone systems like Aircall or Justcall and signing platforms like PandaDoc. One of my key projects has been leading a customer service team for a startup coffee subscription company, which experienced 450% growth in its first year. I also personally provided, for several years, luxury customer service for an independent hotel that, according to TripAdvisor, is one of the "Top 10 rated" properties in its country. One white-glove service I also offer, on a limited basis, is expert-level customer service for high-end clients for short-term events (such as before, during, or after a Kickstarter launch). I also have a separate team of people providing fractional customer service--please ask me about this! No matter your product or service, I will study all documentation you send me to become an expert so that I can provide exemplary, tailored service for your project. I do not shy away from projects that require technical knowledge, either. In addition, I am a native English speaker and a fluent Spanish speaker. Whenever I take on a project, I work to meet and exceed all expectations and requirements, and I always meet or beat a deadline. Let's provide your customers with support they'll rave about to their friends.

Need a reliable Customer Support Specialist who can provide exceptional customer experiences while keeping your operations organized and running smoothly? I'm a Customer Support and Account Management professional with over 5 years of experience supporting customers across telecommunications, e-commerce, and digital marketing. I specialize in phone, email, and chat support, client onboarding, CRM management, appointment scheduling, administrative support, and customer retention. In my most recent role as an Account Manager for a digital marketing agency, I managed client onboarding, maintained Salesforce CRM records, coordinated with internal teams, scheduled follow-ups, and ensured every client received a seamless experience. Prior to that, I spent nearly two years supporting a subscription-based e-commerce company through Freshdesk, handling refunds, subscriptions, billing concerns, returns, and customer inquiries. I also spent two years with AT&T in customer service, sales, and retention, where I developed strong communication, de-escalation, objection-handling, and problem-solving skills in a high-volume environment. My background in Psychology has strengthened my ability to actively listen, communicate with empathy, build rapport, and remain calm in challenging situations. During my clinical internship, I assisted with psychological assessments under the supervision of licensed professionals, including supporting the administration of the Wechsler Adult Intelligence Scale (WAIS) and various projective tests. I was also assigned to the Women and Child Protection Unit, where I gained experience communicating with individuals in sensitive situations while maintaining professionalism, confidentiality, and compassion. These experiences have been invaluable in helping me build trust with customers, resolve concerns effectively, and deliver exceptional client experiences. Here's what you can expect when working with me: ✅ Prompt, professional, and empathetic communication with your customers ✅ Accurate CRM updates and documentation, ensuring nothing falls through the cracks ✅ Strong attention to detail when handling orders, appointments, customer concerns, and administrative tasks ✅ A proactive team member who takes ownership, follows SOPs, and requires minimal supervision after training ✅ Someone who remains calm under pressure and can confidently handle difficult customer interactions ✅ Reliable support that helps improve customer satisfaction, build trust, and free up your time so you can focus on growing your business My expertise includes: • Customer Support (Phone, Email & Chat) • Client Success & Account Management • CRM Management (Salesforce & Freshdesk) • Client Onboarding • Appointment Scheduling & Calendar Management • Administrative Support • Customer Retention & De-escalation • Documentation & SOP Compliance • Cross-functional Team Coordination • AI Tools (ChatGPT) for research and workflow efficiency I'm a fast learner who enjoys adapting to new systems and continuously improving my skills. Whether you need someone to support your customers, manage administrative tasks, or help keep your operations running efficiently, I'm committed to delivering reliable, high-quality work and becoming a valuable long-term member of your team.

⭐ HubSpot CRM & RevOps Consultant | 8+ Years of Experience | Automations • Reporting • Integrations Hi, I’m Umer — a HubSpot-certified CRM & RevOps consultant with 7+ years of experience helping B2B, SaaS, and eCommerce teams clean up their CRM, automate revenue workflows, and build reporting that leadership can trust. If your HubSpot portal is messy, your pipeline data is inaccurate, your workflows are unreliable, or your team is spending hours doing manual updates — I’ll redesign your setup into a scalable lead-to-revenue system. ⭐ What I do in HubSpot (clients hire me for this) ✅ HubSpot CRM Setup & Optimization * Lifecycle stages, pipelines, properties, custom objects (where needed), and clean data structure * CRM migrations with data cleanup + deduplication + mapping (including large datasets) ✅ Workflow Automation (Ops + Growth) * Lead routing, deal stage automation, nurture sequences, renewal/CS workflows * Notifications, SLAs, internal handoffs, task automation, and error-proof logic ✅ Dashboards & Reporting * Executive dashboards, pipeline hygiene, forecasting support, attribution-friendly reporting * KPI tracking across Marketing → Sales → Customer Success ✅ Lead Scoring & Qualification * Predictable scoring models based on engagement + firmographics + lifecycle signals * MQL/SQL definitions, scoring refinement, and automation for next-best-action ✅ API Integrations & Data Sync * Integration design + troubleshooting with Salesforce, Stripe, QuickBooks, and other tools * Data mapping, sync rules, deduplication strategy, and monitoring for long-term stability ✅ RevOps Strategy (Practical + Implementable) * Align marketing, sales, and success processes inside HubSpot * Reduce friction, improve handoffs, and standardize how revenue teams work ⭐ Results-focused approach I don’t just “set up HubSpot.” I build systems that improve pipeline clarity, speed-to-lead, and operational efficiency — with automation and reporting that teams can rely on. ⭐ How I work * Quick audit of your portal + bottlenecks * Clear plan with priorities (what to fix first for fastest ROI) * Clean implementation + documentation so your team can maintain it 📩 If you want to elevate your HubSpot operations, send me: your HubSpot tier, 2) your tools stack, and 3) your main issue (automation, reporting, integrations, cleanup). I’ll recommend the best path forward and we’ll execute fast.

I help companies fix and scale their CRM and revenue systems. Most teams don’t need more tools. They need Salesforce, HubSpot, and their internal systems to actually work together. For the past 15 plus years, I’ve been designing and building CRM ecosystems that connect: - Salesforce and HubSpot - Custom-built CRM platforms - NetSuite and financial systems - eCommerce and operational tools The result is a single, reliable system for pipeline visibility, marketing attribution, and revenue operations. What I Typically Fix - CRM pipeline data that sales teams don’t trust - Marketing attribution that doesn’t tie to revenue - Duplicate and inconsistent data across systems - Manual processes slowing down operations - Disconnected platforms (CRM, ERP, Marketing, Product) Core Expertise Salesforce - Sales Cloud, Service Cloud, Experience Cloud, CPQ / Revenue Cloud - Marketing Cloud and Account Engagement (Pardot) - Apex, Lightning Web Components, Flow automation - API integrations (REST / SOAP) - Data modeling, governance, and large data volume design HubSpot - Marketing, Sales, Service, CMS, and Operations Hub - Lead lifecycle design and automation - Marketing attribution and pipeline tracking - Salesforce and HubSpot integration architecture - Custom CRM Development (25+ Years) This is where I differentiate. I don’t just configure CRMs. I build them when needed. - .NET / C# enterprise applications - Node.js and React-based CRM platforms - Custom data models and workflow engines - API-first architecture for scalability NetSuite & Revenue Operations - NetSuite integration with Salesforce and HubSpot - Quote-to-cash and financial data synchronization - Order, billing, and revenue workflows - CRM ↔ ERP data ownership and governance Full-Stack Development (React Focus) - React applications connected to CRM systems - Backend services (Node.js, .NET, APIs) - Integration layers across CRM, ERP, and product systems - Scalable architecture for high-growth environments Integration & Architecture - I design systems, not just connections. - API-first architecture (REST, GraphQL, webhooks) - Event-driven integration patterns - Middleware and workflow orchestration - Cross-platform data governance and ownership rules Common platforms: Salesforce, HubSpot, NetSuite, Shopify, Stripe, DocuSign, Twilio, and internal systems AI Inside CRM I implement AI where it impacts operations: - Lead scoring and prioritization - CRM data enrichment - Automated workflows and decisioning - AI embedded inside Salesforce and HubSpot processes Experience Work delivered for companies including: - Bloomberg - Cargill - CoStar - Porsche - MIT - Humana - Across SaaS, healthcare, financial services, education, real estate, and eCommerce. How I Work I focus on architecture first. - Define system ownership (what lives where) - Fix data structure and pipeline logic - Build integrations that don’t break at scale - Deliver systems teams actually use Best Fit Projects - Salesforce architecture and complex integrations - HubSpot implementation and automation design - Revenue operations system design - CRM rebuilds or migrations - NetSuite ↔ CRM integration - Custom CRM or React-based platforms