Customer Relationship Management Experts
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Meet FRATCH Experts who have recently used Customer Relationship Management
Martin S.
Last position:
QA/QC support for accelerator facility assembly at FAIR GmbH
Background Construction of the Super-FRS, a research facility over 200 meters long for the separation of atomic nuclei. Quality tasks had largely been delegated to work package owners, work package leaders, assembly leads and production planning; the required quality expertise and coordinated implementation needed further development.
Responsibility Responsible for Quality Control from incoming goods through NCR and problem-solving management to quality handover for Commissioning. Further developed the quality skills of operational leads; coordinated closely with GSI quality colleagues for development and Supply Chain Management.
Actions Defined quality milestones, inspection requirements and inspection procedures with the responsible functions and supported their implementation. Managed deviations at component and assembly interfaces that only became apparent during installation through NCR and problem-solving management; coordinated and followed up on technical clarification, corrective actions and verifiable quality records.
Result Strengthened quality expertise and independent quality practices within operational functions; established clear inspection requirements and NCR procedures. Ensured quality-assured assembly within the project scope and helped shape the quality culture. Assignment expected to end early in October/November 2026 as part of project-wide budget consolidation.
William N.
Last position:
Power BI Solutions Architect/Engineer & AI Consultant at AVERDUNG GmbH
- Redesign of the company’s BI infrastructure: replacement of a fragmented landscape of manually maintained Excel solutions and CSV imports with a centralized Power BI environment using a unified data model as the company-wide single source of truth
- Consolidation of previously isolated reporting logic in a central semantic model – elimination of redundant files, manual data transfers and inconsistent metrics across departments
- Forecasting & Planning: Design and implementation of company-wide liquidity planning in Power BI – from business logic to a fully automated, data-source-driven planning model replacing the previous manual Excel process; enabling rolling forecasts and continuously up-to-date cash flow transparency for management
- Optimization of existing Power BI dashboards in terms of performance, structure and analytical value using an AI-native approach
- Analysis and improvement of the data model, including data quality analyses, data cleansing and consistent modeling using Star Schema, DAX and Power Query
- Incident & Anomaly Analysis: Identification, investigation and explanation of data anomalies, including root-cause analysis and specific recommendations for action
- AI Solution Architecture: Connecting Business Central and Power BI to LangDock via MCP (Model Context Protocol) for AI-supported data usage
- Development of a historical data layer as a basis for trend and time-series analyses
- AI-supported automation: Design and development of AI skills, agents, loops and processes for the automated analysis and interpretation of reports
- Automated reporting workflow: Setup of scheduled, automated email delivery of AI-generated analyses and recommendations to stakeholders
- Gathering and documentation of business requirements and coordination with business departments and IT as part of requirements engineering / product owner activities
- Breaking down overall requirements into clearly defined work packages and tasks
- Definition, prioritization and management of milestones throughout the entire project lifecycle
Tools: POWER BI, M365, Copilot Studio, MIRO, Microsoft Business Central, Microsoft Fabric, Claude AI, ChatGPT, LangDock, MS VS Code
André G.
Last position:
Financial Reporting Consultant at Client anonymized (services sector)
Financial reporting as an MVP. Follow-up assignment.
- Reports on profit and loss, balance sheet and cash flow
- Budget and personnel metrics (FTE)
- Implementation as an MVP with a fixed scope
Alwin G.
Last position:
IT Interim Manager & AI Strategist
- Founder of CheironX: AI-supported GRC management (ISO 27001, BSI IT-Grundschutz, TISAX, DORA)
- Strategic focus on Agentic AI and GenAI for modern IT Governance, Risk & Compliance Management
- IT interim management and strategic consulting
Tobias S W.
Last position:
CEO & Fouder at Wittbix
Michael H.
Last position:
Interim Head of IT / Transformation Manager at A German medium-sized industrial distributor, B2B e-commerce
Agile Transformation: introducing agile principles and transforming traditional IT departments into Scrum and Kanban teams
IT Operating Model: redesigning the IT organization and introducing modern delivery structures and roles
Flight Levels: building up Flight Levels practices within IT to align strategy, coordination and operational execution
Leadership & Coaching: recruiting Agile Coaches and coaching Scrum Masters and IT leaders
ERP Operations: acting as Interim Product Owner for the existing ERP landscape and ensuring business continuity
ERP Transformation: reorganizing and supporting the ERP migration as a Project Manager; Phase 1 (financial accounting) live since October 2025
Operational Core (ERP): establishing dedicated teams for ERP Support, Feature Development, and ERP Migration
Modern Workplace: initiating the transition towards a Microsoft 365-based cloud workplace environment
Integration: establishing a dedicated team to drive integration and connectivity initiatives
Warehouse Operations: building a cross-functional team to support logistics and warehouse-related capabilities
Maintenance & Operations (M&O): introducing a dedicated team for system engineering, security, stable operations and continuous improvement
AI Initiatives: identifying and promoting practical Artificial Intelligence use cases across the IT department
As Interim Head of IT for a German medium-sized industrial distributor, I am responsible for 31 IT employees and lead the digital and organizational transformation, reporting directly to executive leadership. I took over an IT department with almost no basic structures – no clear roles, processes, documentation or ticket system – and with significant technical debt that tied up most of its capacity. Introduced agile principles and ways of working in the IT organization and transformed the traditionally structured IT department into cross-functional Scrum and Kanban teams focused on transparency, collaboration, and customer value delivery.
Redesigned the entire IT organization by establishing a modern operating model, introducing new roles such as Product Owner, Scrum Master and Solution Architect and strengthening the organization through strategic hiring and targeted capability development. Recruited and onboarded Agile Coaches to accelerate the transformation and personally managed and coached Scrum Masters as well as IT department leaders to foster servant leadership, self-management and a culture of continuous improvement.
Aligned IT-internal planning across eight teams to three Flight Levels based on Klaus Leopold (strategy, coordination, team), laying the foundation for later company-wide portfolio management. Consolidated the backlog of more than 10 workstreams and prioritized it by business value and cost of delay. Introduced a ticketing system to increase transparency and enable data-driven decision-making, flow-based work management, and greater accountability at all levels.
Established and supported multiple cross-functional teams, including the Operational Core (ERP) domain with dedicated streams for Support, Feature Development and ERP Migration, as well as teams responsible for Warehouse Operations, Maintenance & Operations (M&O) including system engineering and security, Modern Workplace, Data Quality and integration initiatives. Worked closely with Agile Coaches to support team development, remove impediments, and continuously improve delivery effectiveness.
Acted as Interim Product Owner for the operation and enhancement of the existing ERP landscape while supporting the ERP migration as a Project Manager. Reorganized the project organization and had the already negotiated contract with the implementation partner realigned with a focus on approach and overall responsibility; Phase 1 (financial accounting) has been live since October 2025. Collaborated with the selected implementation partner to design and establish the project organization and target operating model for the ERP transformation, introducing agile delivery structures and ways of working. Facilitated the alignment between business, IT and the external vendor and played a key role in negotiating the contractual framework and delivery model to ensure a sustainable foundation for the transformation program.
Initiated the strategic modernization of the workplace environment through the adoption of Microsoft 365 cloud capabilities, establishing the foundation for enhanced collaboration, scalability and future digital services.
Launched AI initiatives to identify practical business use cases and promote the responsible adoption of Artificial Intelligence across the IT department. Encouraged self-management and empowered teams to take ownership of decisions, delivery and continuous improvement.
Matthias S.
Last position:
Project Coordinator, Transport and Handover of Deployable Data Centers at BWI GmbH
- Security Clearance 2 (SÜ2) verified
- Reported to the GMN Serie1 TP subprogram management
- Ensured the handover of around 300 deployable data center containers to the Bw customer in accordance with contractually defined military requirements
- Ensured transport and acceptance by Bw
- Ensured staff training
- Prepared decision papers (e.g., project plans, governance models, communication plans, controlling models, roles and responsibilities matrices)
- Analyzed existing processes, identified areas for improvement, and designed solutions to increase their efficiency and effectiveness
- Responsible for project governance through reporting and resource planning in the subprogram using Jira, PM Pulse, KeyPIA (MicroStrategy)
- Developed the project methodology using agile methods
- Handled customer requirements (Requirements Engineering)
- Prepared for and supported contract negotiations for “System Maintenance 2027+” (7-year term, 500+ Mio budget)
Christopher Z.
Last position:
IT Product Manager / Product Owner at Leading German financial services provider
Banking & Invest – Replacement of digital application journeys
Shared product responsibility for the digital application journeys (accounts, investment accounts, home financing) of a large financial services provider working with three partner banks – from the prioritized backlog and partner bank integrations to regulatory requirements (WpHG, ESMA, BFSG); contributed to the introduction of MS Copilot and AI use cases.
Result: Continued to develop the platform reliably across around 30 releases over 2.5 years; launched two new partner processes and met regulatory deadlines.
Christian V.
Last position:
Founder and Interim Manager at Synqra360
Interim management and temporary leadership for industry and infrastructure. I step in where organizational change has stalled and leadership, structure and execution are needed at short notice.
Projects: AI and transformation strategy for a regional hospitality association (2026): analysis of problem areas and their interdependencies, two prioritized initiatives, metrics and roles for implementation. Result: clearly identified the core issue (the data foundation, not the technology) and delivered a practical plan. Two presentations for the Modell Hohenlohe business network (December 2026) on leadership, structure and effectiveness during periods of change. Preparing a pilot to stabilize leadership structures at a 1st-tier automotive supplier.
Franz B.
Last position:
Product Development (AI) at Self-initiated
AI phone assistant platform
Claude Code, Google AI Studio, Python, LLM / Voice-AI, PostgreSQL
- Designed and hands-on developed an AI-powered phone assistant platform (Voice-AI / LLM)—from idea and architecture through to MVP/product.
- Built agentic workflows and end-to-end automations with Claude Code and Google AI Studio.
- Also supported AI-powered delivery in client engagements: using Claude Code for governance documentation, requirements drafts, and automations.
Suparni N.
Last position:
AI-based communication & marketing automation at Commtribe Ltd.
- Expansion of the competence portfolio to include AI-driven marketing & chatbot integration
- Design and development of several intelligent chatbots (Steno, UChat, ManyChat, GHL) for MeditationSoul.org and Physio Point for automated promotion of workshops, retreats, and online courses
- Experience with social media automation tools and AI content tools (e.g., ChatGPT, Gamma, HeyGen)
- Creation of automations with n8n for marketing and CRM processes (lead nurturing, event promotion, funnel flows)
- Combining creative brand communication and AI-supported automation to increase efficiency and personalization in digital marketing campaigns
Reinhold M.
Last position:
Business Requirements Engineer, Proxy Product Owner, Tester at AXA Konzern AG
Working Environment
- Insurance / Claims Management (Property, Liability, Automotive)
- REST-based ClaimAPI with Guidewire ClaimCenter
Scope
- Further development of the internal REST-based ClaimAPI with Guidewire ClaimCenter as the backend and various portals/front-end offices as clients, and with the following objectives: + increased AI-supported claims processing outside of Guidewire ClaimCenter + and support for all lines (property, liability, automotive).
- Further development of automated claims processing
Activities
- Interfacing IT & Business
- Design activities with documentation in Confluence, Jira: + Requirements engineering (functional and non-functional) + Design of REST endpoints and coordination with interface partners (esp. AI-colleagues) + Identification, design and evaluation of alternative solutions (moving away from a monolithic approach toward fine-grained endpoints, with code reuse across all lines if possible) + Creation / refinement of product backlog items in Jira, i.e. epics, user stories and tasks, incl. alignment with developers & POs during (pre-)refinement sessions + Using AXA Secure GPT when creating / refining user stories (description, acceptance criteria) and designing REST endpoints + Estimation and prioritization of user stories and tasks during Sprint Planning sessions + Coordination and support during the implementation of Product Backlog items + Driving decision making with preparation and presentation of decision-making documents
- Quality assurance: + Test management, including test case creation using Xray in Jira + Test execution using Bruno as REST client and in Guidewire ClaimCenter + Submission of test artifacts for PO approval + Analysis of production bugs
Methods Big Room Planning (aka PI-Planning in SAFe), Scrum, BPMN, EPK, UML, ERM, DDD
Tools / Tech Stack Teams, Confluence, Jira with Xray, OpenAPI/Swagger, REST, JSON, XML, MS Office, Bruno, GitHub repository (reading), Guidewire ClaimCenter, AXA Secure GPT (AXA's in-house GenAI solution based on Azure OpenAI)
Vaios K.
Last position:
Product Manager & Strategic Advisor at Freelance, Lovable, Dreamarium
- Advise early-stage startups on product vision, roadmapping, and GTM strategy, combining PMP and Stanford PM training with hands-on technical execution.
- Lovable: built and led a 200+ member community program for AI-native founders, bridging real-time founder feedback into product roadmap decisions.
- Lead customer discovery and OKR design engagements, scoping AI integration opportunities across client products.
Reha Altay B.
Last position:
Support at Beiersdorf
Enver B.
Last position:
Interim Manager Data Protection Projects at Telefonica Deutschland GmbH
Management of data protection & IT security-related projects. Adjustments to knowledge management and consulting processes.
Activities:
- Data protection consulting
- Process optimization in in-house consulting
- Interface to specialist departments, IT security, development and management
Discover over 15,000 top freelancers
Statistics of experts using Customer Relationship Management
Aggregated from the professional profiles of matched freelancers.
Experience
21 years
Position duration
3.1 years
Positions per freelancer
11
Top business areas
Information Technology, Project Management, Product Development
Top industries
Information Technology, Professional Services, Banking and Finance
Certification focus areas
Information Technology, Project Management, Product Development
Bachelor's degree or higher
88%
Master's degree or higher
55%
Doctorate
7%
Certifications per freelancer
3
Most common languages
German, English, French
Speak two or more languages
97%
Based on our profile pool as of 5 Nov 2026.
Daily rate distribution
The chart shows how the daily rates of experts in this technology are distributed, based on recent contracts on our platform. Each bar covers a rate range — its height shows the share of experts charging within that range.
Average rates of experts using Customer Relationship Management
Rates are based on recent contracts and do not include FRATCH margin.
The average daily rate is the mean of all daily rates from recent contracts of comparable freelancers on our platform.
The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.
Calculated based on our freelancers’ daily rates as of 5 Nov 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
Customer Relationship Management experts industry focus
See which industries our matched freelancers work in most often — every figure is calculated live from the freelancers on FRATCH.
- Information Technology (77%)
- Professional Services (60%)
- Banking and Finance (40%)
- Manufacturing (40%)
- Retail (40%)
- Automotive (35%)
- Media and Entertainment (28%)
- Healthcare (26%)
Please note that freelancers can work across multiple industries, so percentages overlap.
About the technology
Centralizing Customer Data and Interactions
Customer Relationship Management systems unify sales pipelines, marketing touchpoints, and service interactions into a single operational record. Organizations rely on CRM software to eliminate internal silos, track client lifecycles, and deliver consistent experiences across diverse communication channels.
Core Ecosystem and Platform Architecture
The ecosystem spans comprehensive enterprise suites and modular SaaS tools that integrate via REST APIs, webhooks, and middleware layers.
- Enterprise suites such as Salesforce Sales Cloud, Service Cloud, and Microsoft Dynamics 365
- Inbound engines and mid-market solutions including HubSpot CRM and Zoho CRM
- Integration middleware such as MuleSoft, Zapier, and native ETL connectors
- Customer data platforms and analytics layers like Segment and Snowflake
Business Critical Use Cases
Organizations deploy customer management platforms to streamline revenue operations and scale support workflows. Common initiatives include automating lead scoring, orchestrating omnichannel service desks, managing renewals, and synchronizing transactional billing data with contact records.
Why Companies Engage Freelance Specialists
Full-scale deployments and migrations present high architectural risks. Companies bring in freelance specialists to guide multi-tenant configurations, audit existing pipelines, salvage stalled rollouts, and build custom workflow automations without the overhead of permanent hires.
Integration Challenges and Data Governance
Modern CRM setups fail without strict data governance and reliable synchronizations. Specialists resolve duplicate records, configure role-based security, map bidirectional integrations with ERP tools, and ensure compliance with regional privacy frameworks like GDPR.
Qualities of Leading CRM Specialists
Top specialists combine technical configuration proficiency with deep business domain acumen. They design scalable data schemas, document business logic clearly, prevent technical debt, and ensure high platform adoption across internal go-to-market teams.
Frequently asked questions
Before you brief your next project: the most common questions about Customer Relationship Management.
A strong Customer Relationship Management specialist understands both technical schema design and operational revenue workflows. They possess deep experience configuring automated lifecycle stages, governing data integrity, and integrating third-party tools via REST APIs. Look for specialists who emphasize user adoption and clean architecture over complex workarounds.
While marketing automation tools focus on top-of-funnel email campaigns and lead nurturing, CRM solutions serve as the persistent system of record across sales, operations, and support. Modern platforms often connect the two, but the customer database owns pipeline stages, historical account records, and revenue contracts.
Successful customer relationship management projects typically require familiarity with SQL, relational database modeling, and JSON data transformations. Specialists frequently work alongside data warehouses like BigQuery or Snowflake and rely on middleware tools like Workato or MuleSoft to maintain synchronization across distributed systems.
Hiring an independent CRM expert provides direct access to senior technical execution without agency markups or bureaucratic layers. Freelancers excel at targeted data migrations, specific API integrations, system audits, and tactical workflow fixes where agile collaboration is essential.
Nearly all modern Customer Relationship Management tools operate in cloud environments, making remote delivery standard practice. Specialists conduct discovery workshops through video calls, use staging sandboxes for development, and deploy configurations safely across secure virtual networks.
A clean CRM software migration for mid-sized teams generally spans several weeks to a few months, depending on historical data hygiene and custom integrations. Top specialists audit legacy fields, cleanse duplicate accounts, and run parallel syncs to prevent business disruption during the final cutover.
Native customization within a customer relationship management platform utilizes declarative tools like built-in flow builders, custom objects, and validation rules. Custom development involves writing code, such as Apex or external microservices, to manage sophisticated calculations and external webhooks that built-in tools cannot support.
Evaluate their portfolio by reviewing historical data models, automated pipeline designs, and adoption metrics. A skilled CRM professional can explain how they minimized technical debt, handled complex edge cases in data deduplication, and structured clean documentation for long-term internal maintenance.
The average hourly rate of freelancers who have used Customer Relationship Management in their recent projects is 108 €, which corresponds to a daily rate of about 866 € based on an 8-hour working day.
Of the freelancers who have used Customer Relationship Management in their recent projects, 88% hold at least a Bachelor's degree, 55% hold at least a Master's degree, and 7% hold a doctorate.
On average, freelancers who have used Customer Relationship Management in their recent projects have 21 years of professional experience, with a single engagement typically lasting around 3.1 years.
The most common languages among freelancers who have used Customer Relationship Management in their recent projects are German (99%), English (96%), and French (24%).
The most common industries among freelancers who have used Customer Relationship Management in their recent projects are Information Technology (77%), Professional Services (60%), and Banking and Finance (40%).
The most common business areas among freelancers who have used Customer Relationship Management in their recent projects are Information Technology (75%), Project Management (74%), and Product Development (65%).
Main locations of FRATCH Experts, who have recently used Customer Relationship Management
Our freelancers and interim experts are at home all over Germany — available on-site in Berlin, Hamburg, Munich and every major business hub, or fully remote. Choose a city to discover matched specialists, local market insights and up-to-date availability.
Berlin 
Hamburg 
Munich 
Cologne 
Frankfurt 
Stuttgart 
Dusseldorf 
Leipzig 
Dortmund 
Essen 
Bremen 
Hanover 
Nuremberg 
Vienna 
Zurich Countries:
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FRATCH CEO
