Risha Gohil
Independant CRM Consultant
Founding Consultant
✓ Advoira Listed
⚡ Quick Responder
NDA Friendly
48.00
Per hour (USD)
Primary domain
Available
For new projects
Professional Summary
Independent Independant CRM Consultant with 3-5 years of hands-on expertise assisting businesses with software strategy, vendor-neutral selection, implementation, and system optimization. Specializing in Zoho CRM, Zoho One, HubSpot, HubSpot Sales Hub, Salesforce, Freshworks CRM, Pipedrive, Monday CRM, Zendesk CRM, Microsoft Dynamics CRM, SugarCRM.
Software Expertise
Zoho CRM
Zoho One
HubSpot
Services Offered
CRM & ERP
CRM Advisory & Strategy
CRM Selection Advisory
CRM Implementation
Industry Experience
SaaS / Tech
BFSI / Financial Services
Real Estate
Typical Use Case
A small or mid-sized business (10–150 people) that knows something's broken in how they track leads or customers — WhatsApp threads, spreadsheets, or a CRM they bought and never properly adopted, but hasn't yet had an honest conversation about what they actually need before evaluating software. I help businesses understand their requirements, map their sales workflow, and with implementation.
Problems I Solve
Not sure which CRM is right for the business Comparing CRM platforms like HubSpot, Zoho, Salesforce, and others Moving from spreadsheets or disconnected tools to a proper CRM CRM selection without a clear understanding of business requirements Sales processes that are difficult to track or manage Choosing a CRM without knowing what features the business actually needs
Project Highlights
HubSpot CRM Setup for a B2B Services Company
Designed a HubSpot CRM workflow for a B2B services company to manage contacts, qualify leads, and track sales opportunities. Created deal stages, contact properties, follow-up activities, and a basic reporting structure.
HubSpot
✓ HubSpot CRM✓ Lead Qualification✓ Deal Pipeline✓ Sales Automation✓ Reporting
Zoho CRM Setup for a Real Estate Business
Designed a Zoho CRM setup for a real estate business to organise leads, manage property enquiries, and track follow-ups. Structured lead and deal stages, suggested custom fields, and created a basic sales workflow to improve visibility across the sales process.
Zoho CRM
✓ Zoho CRM✓ Lead Management✓ Sales Pipeline✓ Workflow Automation✓ CRM Configuration
Engagement Details
Engagement Models
Typical Project Duration
1-3m
Willing to Travel
Yes, within Ahmedabad
NDA
Yes, signs NDAs
Currency
USD · INR accepted
Client Reviews
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$48.00/hr
✓ Free 20-minute call, no obligation
✓ No payment required to book
✓ Direct conversation, no middleman
✓ You hire directly — Advoira takes nothing
Available for new projects
Response time
Usually within 4 hrs
Experience
3–5 Years
Active since
2025
Location
Ahmedabad, India
Timezone
Asia/Kolkata
Languages
Domain
Specialist
⚠ Independent Marketplace
Advoira connects you with this consultant but is not a party to any agreement you make. All project terms, pricing, and deliverables are agreed directly between you and the consultant. Advoira takes no commission.
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