Freelance CRM Consultant & Implementation Services
Strategic CRM advisory and hands-on implementation for e-commerce and SaaS companies. I help you define how your CRM should work — then build it, automate it, and make it drive revenue.
Request a Proposal →What a Freelance CRM Consultant Does
A CRM consultant bridges the gap between your business goals and the tools you use to manage customer relationships. Rather than leaving your team to figure out a platform on their own, I come in with a structured methodology — auditing your current setup, designing the right architecture, and implementing the processes that will actually stick.
With 8+ years of hands-on experience across fashion retail, e-commerce, and SaaS — at brands like Reserva, Época Cosméticos, VTEX, and Magazine Luiza — I've set up and scaled CRM programs that turn customer data into predictable, recurring revenue.
CRM Services
CRM Strategy Consulting
Define how your CRM should work — aligning tools, data, team structure, and customer touchpoints around a clear relationship strategy with measurable KPIs.
CRM Platform Implementation
Full setup and configuration of your CRM platform — pipelines, automations, integrations, and team workflows built from scratch and ready to use from day one.
Commercial Process Diagnosis
A structured audit of your sales process, funnel stages, and customer touchpoints — identifying exactly where leads are dropping off and what to fix first.
CRM Audit & Optimisation
If you already have a CRM but aren't getting results from it, I audit your current setup and redesign it around your real business goals — so your tool works for you, not against you.
Frequently Asked Questions
Do I need a CRM consultant if I already have a platform?
Yes — having a CRM tool and using it strategically are very different things. Most companies have a platform but lack the processes, segmentation logic, and automation workflows to make it drive revenue. A consultant closes that gap.
Which CRM platforms do you work with?
I work primarily with Klaviyo, Kommo, Dito, and Mailchimp — and I'm platform-agnostic at the strategy level. Whatever tool you're using or considering, I can help you get the most out of it.
How long does a CRM implementation take?
It depends on complexity. A basic implementation typically takes 3–5 weeks. A full lifecycle program — including segmentation, automation flows, and integrations — usually spans 6–10 weeks. I'll give you a clear timeline during our discovery call.
Do you work remotely with international clients?
Yes — I work with clients in Brazil, Portugal, the United States, and Canada in both English and Portuguese. All engagements are remote-first.