Oleksii S.
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CRM/ERP Implementation Expert | Digital Automation & Analytics
I deliver integrated solutions for business automation, CRM & ERP implementation, advanced analytics, and seamless integrations.
About Me
6+ years experience in CRM/ERP setup and business process optimization
Expertise in automating sales, marketing, and reporting
Strong focus on measurable results and API-driven integrations
Key Skills
Odoo, Zoho CRM, Bitrix24, Salesforce
Google Tag Manager, Google Analytics, Looker Studio
PHP, Python automation
Make.com, Zapier, Airtable, Trello
API integrations, dashboards, SMM
Achievements
+30% repeat sales due to sales automation
Successful implementation of CRM systems in 20+ teams
Integrated online payments for multiple ecommerce projects
Skills and abilities
Programming
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Bot Development
from 23 USD for hour
- Data Parsing
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PHP
from 23 USD for hour
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Python
from 23 USD for hour
Services
Promotion
Mobile development
Outsourcing & consulting
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Client Management & CRM
from 16 USD for hour
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Consulting
from 23 USD for hour
- Project Management
- Recruitment (HR)
Portfolio
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Executive Analytical Dashboard | Google Lookerstudio
Client Management & CRM1. Work Context
The commercial director of WT faced a problem: reports were collected manually from various sources (CRM, advertising, Google Sheets), taking over an hour before each meeting. Data was often updated with delays, leading to management decisions being made based on incomplete information.
2. Task
… Automate the collection and visualization of data from all major channels.
Provide quick access to current metrics.
Simplify preparation for strategic and operational meetings.
3. Implementation
Integrated data from CRM, Google Sheets, Facebook Ads, Google Ads, and email marketing.
Developed a user-friendly dashboard in Looker Studio with the following sections:
Overall reach and distribution by channels.
Channel ranking by effectiveness.
Leads (overall, by days, by channel).
Deals and average check.
Cost per lead (CPL) and cost per deal (CPO).
Implemented interactive filters by periods and channels.
Configured automatic data updates.
4. Results
Preparation time for meetings reduced from over an hour to a few minutes.
The manager received a tool for daily real-time business monitoring.
Decision-making became more transparent and data-driven.
The ability to quickly identify weak channels and reallocate budget emerged.
5. Conclusions
The dashboard became a convenient "control center" for the commercial director, allowing time savings and keeping key marketing and sales performance indicators under control.
Link to the report and example of the PDF mailing to email
https://lookerstudio.google.com/u/6/reporting/991bb82e-a710-4fa5-9406-ab5d5d2119f3/page/VpyTF/edit
https://drive.google.com/file/d/1VQJMt1xlh1q7DMZInO42a4trpIHIMa8U/view?usp=sharing
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1466 USD Implementation of CRM and data-driven strategy development
Client Management & CRMCase EVAkovrik
Success at every step: A story about the successful implementation of CRM at Evakovrik company and its impact on increasing repeat sales by 30%
Client
The company "EVAkovrik" has been on the Ukrainian market for over 6 years, specializing in the production of custom car mats made of EVA material. Known for its high-quality products that meet international standards. It has a significant business turnover and over 50 employees.
…
Task
In 2021, the company EVAKOVRIK approached us to replace their outdated CRM system. It no longer met modern requirements and could not satisfy current business processes. Our task was to select and adapt a new CRM system that meets the company's needs.
Result
We presented five suitable CRM systems to the company EVAKOVRIK, comparing their capabilities. We conducted a detailed study of the business processes and identified areas for optimization. We found a lack of necessary tools for e-commerce in the previous system.
Our business analyst conducted a deep financial analysis, which led to the following results:
The percentage of delivered packages increased from 92% to 97%, reducing the number of returns.
The overall CPO decreased by 28%, increasing the product margin by 12%.
The share of repeat sales increased from 13% to 44%.
Thanks to the implementation of the new CRM system, the company EVAKOVRIK significantly improved its business processes and achieved impressive results in sales and customer service.
What we did for this
Based on our experience, we developed clear criteria for selecting a CRM:
Full coverage of business processes: All departments, including customer service, work in a unified system.
A single working platform for managers: Task-manager provides efficient project management.
Flexible settings for rights and access: Different levels of access for employees.
Integration with sales and communication channels: CRM integrates with the website, social networks, and telephony.
After connecting all sales channels and tracking contacts, we conducted sales analysis, created cross-cutting analytics, and identified the most profitable sources. We optimized the marketing budget, leading to an increase in leads, a decrease in CPL, and high conversion rates. As a result, the CPO indicator decreased by almost 30%.
In the customer service department, we reorganized processes to improve response speed. We introduced a ticket evaluation system and automatic notifications for customers regarding delivered packages. We added a package pickup indicator to employees' KPIs.
After analyzing the customer base and sales, we developed a mailing strategy segmented by customer groups. We offered additional discounted products. We implemented an automated targeted advertising system and individual offers. We created three additional landing pages with offers that customers could use after successful previous purchases.
These measures significantly increased customer satisfaction and repeat sales, demonstrating care and attention to their needs.
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564 USD Quick switch to another CRM
Client Management & CRMLife-critical: How speed became a decisive factor
Client
"Pyrus M" - a well-known supplier of surgical material of high quality standard.
Task
… After the start of a full-scale war, the company approached us with a request to quickly select a CRM to switch from Bitrix24. This was due to the unwillingness to work with Russian software and the fear of data loss. Our task within this project was to efficiently allocate resources and migrate to the new platform as quickly as possible without data loss.
Result
First and foremost, the most important thing is to preserve the client base and interact with key clients. Secondly, minimizing downtime during crisis situations.
The economic impact can be calculated quite easily by knowing the average income of your company per day. Imagine if the company cannot operate for a week due to unforeseen circumstances...
What we did for this
We analyzed various CRM systems, identified their advantages and disadvantages, and most importantly, chose the optimal solution that aligns with the company's business processes.
We conducted a full export of information and database from the previous system, improved the client database to meet the requirements. This was a time-consuming process that once again emphasizes the importance of proper client database management from the very beginning.
We configured and adapted the new CRM, migrated the client database, set up a workspace for managers for effective client interaction, connected communication tools (telephony, messengers), and integrated with Nova Poshta.
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677 USD Integration of CRM systems into sales department
Client Management & CRMCustomer: Scientific and Manufacturing Company Commander
Website: commander-adm.com
Implementation of CRM:
… There is no organized work of the departments.
Loss of information when transferring orders between departments
Unorganized sales department work
Loss of entering applications
Lack of clear business processes
Solution of Problems:
• Developed an algorithm of work in SMR taking into account business sales processes
Integration of Bitrix24 with Phone
• Developing a transaction algorithm
Training of employees at Bitrix24
• Training with the sales department on cold calls, work with objections, work with conflict situations, meetings.Obtained results:
Strictly prescribed business processes within the company
Scenarios and scripts of managers with different types of clients
Increase in sales
With the CRM Bitrix24:
• Create a single customer base
• Fixing phone calls with storage in the customer base
• Communication secured: employees use the Bitrix24 functionality
• Automated documentation
No loss of entry applications
• Strong analysis and sales reporting
#bitrix #bitrix24 #sales #sales
Reviews and compliments on completed projects 6 1
17 December 2025
96 USD
Bitrix24 report setup
There is no result, I cannot get in touch.
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9 October 2025
16 USD
Odoo CRM Online — integration with Facebook (auto-creation of Leads)
Thank you,
The task was completed quickly and efficiently.
The contractor is a professional in their field.
I recommend.
19 September 2025
40 USD
Zoho CRM, tax is not being applied in the invoice
For the umpteenth time, they have come to my rescue, the task was urgent, and everything was fixed the same day. Always quick responses, even instant ones. Thank you!
1 September 2025
162 USD
Integration of SalesDrive and Esputnik
The task is fully completed, we are satisfied with the quality, deadlines, and communication.
6 February 2025
88 USD
HubSpot setup and integrations
Great job, let's continue the collaboration.
1 February 2025
23 USD
Consulting planfix
Very cool, informative, and qualified consultation! Oleksiy was very helpful, it's even a bit awkward that such a high-quality service comes with such a small fee.
18 October 2024
256 USD
Pipedrive setup
A qualified specialist with "human" communication)) also resolved related issues without any questions.
Activity
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Integration of Odoo and KeyCRM
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Creation of a dashboard.
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ProDigiDent
25 USD
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Bitrix24 report setup
96 USD
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Freelance project
138 USD
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Freelance project
16 USD
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Freelance project
226 USD
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Freelance project
500 USD
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Freelance project |
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Freelance project |