Gopal M.

Most CRM setups fail quietly. Reps stop logging. Pipeline reports become guesswork. Workflows fire on the wrong records. Eventually the team drifts back to spreadsheets, not because the tool failed, but because nobody built it around how the team actually works. That's what I fix. 15 years in, 200+ clients, $2M+ delivered on Upwork, ranging from single-workflow fixes to full portal rebuilds. I work across HubSpot and Salesforce, but the real work is always the same: finding where the logic broke down and rebuilding it so the system actually gets used. HubSpot: Full portal builds, lifecycle architecture, lead scoring, pipeline setup, QuickBooks and third-party integrations, migrations from Salesforce, Zoho, and Pipedrive. Salesforce: Sales Cloud, Service Cloud, Marketing Cloud, Apex, Flow, LWC, and Agentforce for AI-driven automation, including managed package and AppExchange app customizations. Integrations and Automation: PandaDoc, Stripe, QuickBooks, ZoomInfo, Slack, n8n, Make, and Zapier depending on what the situation actually calls for. You probably need this if: - Your CRM was touched by multiple people and nobody knows what's intentional anymore - The same issues keep coming back after every fix - Sales and marketing are still working off spreadsheets because the CRM doesn't reflect reality - You've outgrown your current setup but don't know where to start - You need one specific thing configured correctly and don't want to overpay for a full rebuild you don't need Recent work: - Sotheby's International Realty— Rebuilt operations on Salesforce & Propertybase, automating property inventory, lead management, AML compliance, and document workflows (PandaDoc, Nintex, Royal Mail). Result: 40% productivity gain, 35% faster onboarding. - Mitratech — End-to-end Salesforce and HubSpot optimization, workflow automation, lifecycle tracking, and intelligent lead assignment to scale operations. - Also delivered for Air New Zealand Academy, Zarraffa's Coffee, ModSquad, Sunnova, and smaller businesses running lean on a single portal. 98% Job Success Score. 42 certifications across HubSpot and Salesforce. Some engagements stay scoped to exactly what was asked. Others surface three more things once the first fix is in, and we keep going from there. Either way works. First conversation is a straight read: what's wrong, what it takes to fix it, no fluff. - Gopal