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# CRM Customer Data Admin Assistant ## Job Overview We are seeking a highly organized and detail-oriented CRM Customer Data Admin Assistant to help manage, clean, organize, and maintain customer and lead data within our CRM systems. This role is critical to supporting our sales and operations teams by ensuring customer information is accurate, complete, and properly categorized. The ideal candidate is proactive, tech-savvy, highly detail-oriented, and comfortable working with spreadsheets, CRM platforms, and large volumes of customer data. This is an ongoing remote freelance opportunity with potential for long-term work. --- ## Responsibilities - Clean and organize CRM customer records - Import/export customer and lead data - Remove duplicate records and standardize formatting - Verify customer contact information - Update account details, notes, tags, and statuses - Assist with lead organization and pipeline cleanup - Maintain accurate spreadsheets and databases - Categorize accounts by market, region, industry, or project type - Support sales team with CRM data accuracy - Assist with email/contact list preparation for marketing campaigns - Perform data entry and administrative support tasks as needed --- ## Preferred Experience - Experience with CRM platforms such as: - [login to view URL] - HubSpot - Salesforce - Zoho - Pipedrive - Strong Excel or Google Sheets skills - Experience handling large customer datasets - High attention to detail and accuracy - Strong communication skills - Ability to work independently and meet deadlines --- ## Bonus Skills - Experience in construction, multifamily housing, or renovation industries - Knowledge of lead generation and contact database management - Experience with email marketing lists and campaign preparation --- ## Requirements - Reliable internet connection - Strong organizational skills - Ability to maintain confidentiality with customer information - English fluency required --- ## To Apply Please include: 1. A brief summary of your CRM/data management experience 2. CRM platforms you have worked with 3. Examples of similar projects completed 4. Your availability and hourly rate We are looking for someone dependable, responsive, and highly organized who can help bring structure and accuracy to our customer database systems.
Project ID: 40460378
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Active 5 days ago
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85 freelancers are bidding on average $16 USD/hour for this job

Hi, With 15+ years of experience as a full-stack engineer, I bring a unique and valuable skill set to the table when it comes to managing and optimizing data like yours. My skills with MySQL, PHP, and Data Loader align perfectly with your need to normalize large datasets quickly and effectively. Additionally, my knowledge of Excel Power Query can streamline the data cleansing process, ensuring accuracy without compromising speed. At the core of what I do is a strong understanding of databases, API integrations, and workflow automation, a vital set of proficiencies for this particular project. My experience includes everything from building web platforms and business applications to designing secure login flows and access control systems, all of which have given me unparalleled problem-solving abilities. Moreover, the documentation aspect you've mentioned is a priority for me. I believe in providing comprehensive instructions and clearly defining the logic behind my scripts and transformations. This ensures that you can reuse them for future imports and makes troubleshooting easier if the need arises later on. Choose me for this contract, and I guarantee not only a swift completion within the given timeframe but also a month of free support after completion for any further needs or issues you may have. Thanks!
$10 USD in 83 days
8.2
8.2

Hi. I will clear your customer database with consistent placements for all automation, proper delegation of values, missed spellings, postal codes, country etc. Lets do a quick sample if you agree. Junaid.
$9 USD in 40 days
7.7
7.7

Hi there, I can help you clean up your customer data and get it into a consistent format. I've done this kind of normalization work before, standardizing contact info and fixing inconsistencies in CRM databases. I can work with the CSV export to build and test transformation scripts, then apply them to the live system. I'll document everything clearly so you can reuse the rules for future imports. I'm Edward and I'm available to start on this soon. Let me know if you want to discuss the details.
$30 USD in 1 day
7.0
7.0

I can help clean and standardize your customer module with a strong focus on accuracy, consistency, and long-term maintainability. My approach would begin with analyzing the live CRM structure and CSV export to identify formatting inconsistencies, swapped fields, duplicate patterns, invalid characters, missing values, and data-entry anomalies that could affect reporting or automation workflows. I would then normalize phone numbers, email addresses, and postal addresses using a single documented convention covering country codes, capitalization, abbreviations, spacing, and field structure so searches, filters, and segmentation behave consistently across the system. I’m experienced working with Excel Power Query, Python/pandas, CRM imports/exports, and large-scale customer-data normalization workflows, including preparing reusable cleaning logic for future imports. Wherever possible, I would test transformations offline first before applying updates to the live environment to reduce risk and ensure traceability. I can also provide documented cleanup rules, reusable scripts or transformation steps, plus before-and-after validation samples showing exactly what was corrected and standardized. Accuracy and auditability are priorities for this type of project, and I’m comfortable working within your preferred timeframe while keeping the process structured and transparent throughout.
$12 USD in 40 days
6.1
6.1

Hi, Your customer data cleanup project is a great fit for my experience in CRM data cleansing, normalization, automation, and structured database management. I can carefully review your customer records, identify inaccurate values, correct misspellings, remove stray characters, fix swapped fields, and standardize contact numbers, email addresses, and postal addresses using one clear convention. I am comfortable working with CSV exports offline first, then applying validated updates through the CRM interface, API, or cleaned import file. I have experience using Excel Power Query, Python and pandas, MySQL, CRM tools, and automation scripts to clean and normalize datasets while preserving data integrity. I can also document every rule, transformation, and script used so your team can reuse the process for future imports. For acceptance, I can provide a before and after sample of five random records, the full cleaned file, and a clear summary of changes made. Accuracy will be my priority, with careful testing before anything is pushed to the live system. I would be grateful for the opportunity to help bring your customer module back into reliable shape and will gladly accept any feedback you may have. Best, Justin
$50 USD in 40 days
5.7
5.7

Hello, With over 6 years of experience as a Virtual Assistant, I have a strong background in CRM and data management, dedicated to enhancing operational efficiency and data accuracy. In this role: - I will clean and organize CRM records, ensuring that customer data is accurate and properly categorized. - I will manage the import and export of data, remove duplicates, and standardize formatting. - Additionally, I will assist with lead organization and pipeline cleanup, maintaining accurate spreadsheets and databases to support marketing efforts. An advantage is my proficiency in CRM platforms such as HubSpot, Salesforce, and Zoho, along with strong skills in Excel and Google Sheets. Regards, Blessing
$8 USD in 40 days
5.7
5.7

Hi, I am a full-stack AI developer with 8 years of rich experience. I am familiar with CRM systems, Data Entry, Data Cleansing, Data Management, and Excel/Google Sheets workflows. For this project, the key issue is keeping CRM customer data consistently clean, structured, and correctly categorized so that duplicates are removed, records are standardized, and sales/marketing teams can rely on accurate data for reporting, segmentation, and outreach without errors. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
$15 USD in 40 days
5.2
5.2

Clean, searchable CRM data makes a huge difference in reporting and automations, and your project is exactly the kind of detail-focused cleanup I handle well. • Correct inconsistent and inaccurate customer data • Standardize phone numbers, emails, and postal addresses into one reliable format • Remove stray characters, swapped fields, spacing/capitalization issues, and duplicates • Document all cleanup rules and transformation steps for future imports Comfortable working with Excel Power Query, Python/pandas, HubSpot/Salesforce utilities, and large CSV datasets. I can also provide before/after samples with 5 random records exactly as requested. Accuracy comes first, and I’ll keep the workflow organized and reusable for future CRM updates.
$14 USD in 40 days
5.1
5.1

Hi, Clean CRM data drives faster decisions and higher sales efficiency. I will streamline CRM customer data handling for cleaner pipelines and stronger data accuracy. 1. better sales conversion rates through organized leads 2. reduced duplicate entries improving data clarity 3. faster reporting for decision making I have 6 years of experience. I use HubSpot, Salesforce, Zoho, Pipedrive, Excel and Google Sheets for managing large datasets. I also do data entry list building and CRM cleanup work. The bid price is tentative let’s connect over chat to discuss the project exchange sample works and go over the budget in more detail. Moiz H.
$12 USD in 40 days
5.2
5.2

5x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards
$13 USD in 40 days
5.1
5.1

CRM Customer Data Cleanup Specialist – Data Accuracy & Standardization Expert Dear Hiring Manager, I am writing to express my interest in the CRM Customer Data Cleanup project. With strong experience in data cleansing, CRM management, and large-scale database normalization, I specialize in correcting inconsistent records and enforcing structured formatting across customer datasets. I will systematically identify and fix errors such as misspelled names, incorrect field mapping, stray characters, and duplicate or incomplete entries. Additionally, I will standardize phone numbers, email addresses, and postal data using a consistent global format, ensuring your CRM becomes reliable for reporting, segmentation, and automation. I am highly proficient with Excel Power Query, Python/pandas, and CRM tools such as HubSpot and Salesforce Data Loader. I also document every transformation rule and script for future reuse. You will receive a cleaned dataset, full documentation, and a clear before-and-after sample set for validation. I can ensure accuracy, structure, and long-term data integrity throughout. Ready to start immediately now RUBEL UDDIN
$12 USD in 40 days
4.8
4.8

Hello there, I hope you’re well. I’m a data specialist who excels at CRM cleansing: I’ll hunt down inaccuracies, fix misspellings, swapped fields, stray characters and then apply a single, reliable format to every phone, email, and postal record. I’ll test transformations offline with your recent CSV export and only push changes to the live system after I’ve validated rules, so you can trust the results. I’ll document every rule and script for reuse and provide a clear before-and-after sample (five records) plus the full cleaned file, or API updates if you prefer. A careful, accuracy-first approach fits your month-long target, with room if needed for thorough testing. Best regards, Billy Bryan
$20 USD in 22 days
4.6
4.6

Hi there! I understand your customer module is currently messy with inconsistent and inaccurate data, which is affecting reporting, automation, and proper CRM segmentation. Poorly structured customer data often leads to wrong insights and operational confusion. I have strong experience in data cleaning, CRM data management, Excel Power Query, MySQL databases, and working with large structured datasets. I have handled similar projects where I normalized customer records, fixed formatting issues, and improved data accuracy for reporting systems and CRM platforms like HubSpot and Salesforce. My approach will be to first analyze your CSV export and live CRM structure to identify inconsistencies. Then I will clean and standardize all customer data including names, emails, phone numbers, and addresses using consistent formatting rules. I will validate and correct errors like duplicates, misspellings, and broken formats. Finally, I will document all rules and processes used, and provide a clean dataset along with a before-and-after sample to ensure transparency and future reusability. check our work https://www.freelancer.com/u/ayesha86664 Do you already have a preferred format standard for phone numbers and addresses, or should I propose an industry best-practice structure? Let me know if you’re interested & we can discuss it. Best Regards Ayesha
$15 USD in 35 days
4.5
4.5

Hi there, I’ve reviewed your CRM cleanup project and I’m confident I can bring order to the customer data with precise, repeatable rules. I’ll start by profiling the CSV and live system to hunt down misspellings, swapped fields, and stray characters. I’ll implement a single, reliable format for names, phone numbers, emails, and postal addresses, covering country codes, spacing, capitalization, and abbreviations. I will document every rule and script for future imports, and provide a before-and-after sample plus the cleaned file as proof. Best regards,
$15 USD in 28 days
4.6
4.6

Hi, I specialize in data cleansing, CRM normalization, and structured data‑management projects, and I’m ready to help bring your customer module back into a clean, consistent, reliable format. I’m meticulous with correcting inaccurate values, standardizing fields, and applying clear formatting rules across phone numbers, emails, and postal addresses. I’m highly organized and experienced working with CSV exports, live CRM environments, and offline transformations using tools like Excel/Power Query, Python/pandas, and native CRM utilities. I document every rule, script, and transformation so the process can be reused for future imports. I’m comfortable testing changes offline, validating samples, and providing before‑and‑after records to confirm accuracy before updating the full dataset. Best regards, Jessica
$15 USD in 40 days
4.5
4.5

Hello, I’m interested in assisting with your CRM customer data management and admin support tasks. I have experience with data entry, spreadsheet management, lead organization, record cleanup, and maintaining accurate customer databases with strong attention to detail. I’m comfortable working with CRM platforms, Excel, and Google Sheets, including updating records, removing duplicates, organizing pipelines, and preparing contact lists for marketing campaigns. I’m reliable, organized, and available for ongoing remote work. Please contact me so we can discuss your workflow, CRM system, availability, and project expectations in more detail.
$12 USD in 40 days
4.0
4.0

Hi. I’m interested in the CRM Customer Data Admin Assistant role. I have 3+ years of experience with CRM management(Zoho CRM, Hubspot, Salesforce and GoHighlevel), data entry, lead tracking, spreadsheet organization, and administrative support. I’m highly detail-oriented and experienced in maintaining accurate customer records, cleaning data, updating account information, and organizing databases using Google Sheets, Excel, and CRM platforms. I’m reliable, organized, quick to learn new systems, and available to start immediately. I’d love the opportunity to support your team and help keep your CRM data accurate and well-structured. Best regards, Mercy M.
$8 USD in 40 days
4.0
4.0

Hi, I’m interested in this job and I believe I’m a good fit. I have experience working with CRM tools, especially Instantly, for lead management and outreach. I’m also experienced in running email campaigns, handling follow-ups, and managing client communication professionally. I can work efficiently, learn quickly, and deliver tasks on time. I can work 10 hours per day and rate $5/hour for long term. Project will show in inbox if you are interested. Looking forward to working with you and contributing to your project. Thanks Mehadi
$8 USD in 40 days
4.0
4.0

Hi there, I read your job and I’m fully confident I can deliver clean, structured, and fully normalized customer data with high accuracy. I specialize in data cleaning, CRM optimization, and dataset standardization using Python (pandas), Excel Power Query. I will fix inaccuracies, unify formatting for phone, email, and addresses, and ensure your system is fully searchable and automation-ready. Here’s how I help: * Clean and validate customer records with strict rules * Standardize formatting across the entire database * Provide documented scripts and transformation logic * Deliver before/after samples + final cleaned dataset Looking forward working with you Best regards Shameel Thanks you
$10 USD in 40 days
3.9
3.9

Dear Hiring Manager, I’m very interested in the CRM Customer Data Admin Assistant role. My background includes CRM management, customer data organization, administrative support, spreadsheet tracking, and customer service operations, making me a strong fit for this position. I have hands-on experience working with CRM systems including HubSpot, Monday Sales CRM, Zendesk Sell, Less Annoying CRM, and Systeme.io. My work has involved updating records, organizing customer information, tracking leads, maintaining accurate databases, handling spreadsheet data, and supporting customer-facing operations with attention to detail and accuracy. I’m comfortable with: * Cleaning and organizing CRM records * Updating customer notes, tags, and statuses * Importing/exporting spreadsheet data * Removing duplicates and maintaining consistency * Managing large volumes of customer information * Google Sheets and Excel workflows * Supporting marketing/contact list preparation One of my strengths is maintaining structured and accurate systems. I naturally pay attention to formatting, organization, and data consistency, and I understand how important clean CRM data is for sales and operations teams. Availability & Rate: * Available 40 hours * Hourly rate: $8/hour I’m dependable, quick to learn new workflows, and fully committed to maintaining confidentiality and professionalism while helping your team keep organized, accurate customer databases. Best regards, Mabel
$8 USD in 40 days
3.7
3.7

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