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Customer Relationship Management Experts in Munich

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Hire experts who design CRM workflows, clean customer data, and connect sales, service, and marketing tools. From Salesforce and Microsoft Dynamics 365 to HubSpot CRM, they deliver fast, precise matching with vetted, available freelancers.

Meet FRATCH Experts in Munich, who have recently used Customer Relationship Management

Verified expert

Johannes Hohenthaner

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Business Analyst for insurance/banking sales and contract administration processes

Munich
Johannes Hohenthaner

Last position:

Business Analyst for Riester subsidy management migration at Insurance company

  • Analysis of the Riester subsidy GeVos for provider change 2.0 in the AZUR subsidy management system
  • Representation of the GeVos in BPMN 2.0 with Draw.io and Adonis
  • Analysis of the data sets exchanged with the life insurance policy administration system and migration to the msg data sets
  • Design and mapping of the interfaces to the new msg.ZulagenVerwaltung for various Riester subsidy GeVos at data field level
Verified expert

Franz Bauer

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Program Lead • Portfolio Manager • Digitalization & Transformation

Munich
Franz Bauer

Last position:

Product Development (AI) at Own initiative

AI telephone assistant platform

Claude Code, Google AI Studio, Python, LLM / Voice-AI, PostgreSQL

  • Conception and hands-on development of an AI-supported telephone assistant platform (voice AI / LLM) – from idea and architecture to MVP/product.
  • Built agentic workflows and full automations with Claude Code and Google AI Studio.
  • Also delivered AI-supported work in client engagements: used Claude Code for governance documentation, requirement drafts, and automations.
Verified expert

Michael Appel

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Independent Management Consultant

MĂĽnchen
Michael Appel

Last position:

Senior Project Management at TelefĂłnica Germany GmbH & Co. OHG

  • Project management of a simplification project to reduce effort for an IT transformation project
  • Stakeholder management and preparation of decision papers for top management
  • Scoping and PI planning across multiple delivery streams
  • Planning requirements for the transformation project
  • Creating partner and customer journeys for structured end-to-end capture of requirements
  • Designing suitable tracking methods for project progress
  • Coordination with IT service providers and transformation project committees
Verified expert

Sebastian Ostermeier

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Founder & Managing Director

Pliening
Sebastian Ostermeier

Last position:

Founder & Managing Director at OS-Cons GmbH

  • Consulting across two integrated areas: Commercial Strategy (pricing, sales steering, marketing strategy, market expansion, margin management) and Operational Efficiency (process automation, AI integration, workflow design, last-mile automation).
  • Development of custom SaaS solutions, explicitly tailored to the specific requirements and processes of each company.
  • Delivery of AI training and change management workshops for managing directors and specialist departments, including AI competence training with a certificate of attendance under Art. 4 of the EU AI Act.
Verified expert

Ralf RoĂźkopf

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Project and Interim Manager Marketing | CRM | CX

Gauting
Ralf RoĂźkopf

Last position:

Program and Campaign Management at PAYBACK GmbH

  • Project management in the area of "Campaign, Offer and Performance Management Classic" for PAYBACK partners from the retail, FMCG and financial services sectors
  • Campaign planning, development and implementation of offer-specific concepts and measures for the channels newsletter, digital advertising (web and app), stand-alone mailings and the print mailing "PAYBACK points overview"
  • Coordination with PAYBACK program partners (including American Express, Netto, EDEKA, Marktkauf & Trinkgut), PAYBACK specialist departments and agencies
  • Documentation of tasks and processes as well as onboarding of the future role holder
Verified expert

Tom Gufler

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Digitalization Consultant

Munich
Tom Gufler

Last position:

Digitalization Consultant at LichtBlick SE – Green Electricity & Innovation

  • Concept & IT implementation of inbound B2C campaigns, BPM process documentation
  • Cross-departmental implementation of multiple whitepapers / guides
  • Setup of the customer journey with MS Dyn365 / CRM: forms, landing pages, campaigns
  • Project controlling, process documentation, testing and training / coaching, analytics reports
  • Hands-on implementation & on-time launch of all campaigns for digital new customer acquisition
Verified expert

Alexandra Korolija

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Interim Head of Marketing

Munich
Alexandra Korolija

Last position:

Interim Head of Marketing at Moeller Medical

  • Vacancy cover during extensive personnel changes and ongoing professionalization and digitization initiatives
  • Leadership and stabilization of the marketing team and improvements of marketing organization, processes and infrastructure
  • Development of team roles, working methods and internal collaboration
  • Establishment of digital marketing structures, CRM and marketing operations initiatives
  • Introduction of AI-driven workflows for content and knowledge management
  • Sharpening of positioning in the business units OEM and Aesthetics
  • Management of strategic projects such as Microsoft Dynamics Customer Insights implementation and international brand protection projects
  • Team stabilization despite extensive personnel changes
  • More efficient marketing processes and reduced operational complexity
  • Foundation laid for further digitization and growth initiatives
Verified expert

Philipp Grunert

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Machine Learning & Data Engineer

MĂĽnchen
Philipp Grunert

Last position:

Data Scientist & ML Engineer at Data-Science Factory GmbH

  • Building, implementing and selling automated Data Science solutions such as Scorecard Factory and Forecast Factory
  • Implementation of automated end-to-end cloud processes
  • Development of LLM and NLP models
  • Creation of interactive reports
  • Support for national and international large corporations as well as medium-sized companies in implementing ML projects
Verified expert

Offer Dattner

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Operational New Business Build

Gröbenzell
Offer Dattner

Last position:

VP Sales at PlusLingua Group

Service provider: technical documentation, translations, training, consulting services D-A-CH Focus on automotive, mechanical engineering, medical devices (Life Sciences) SMB, key accounts (all automotive OEMs) Sales strategy, marketing, pricing Operational sales activities

Verified expert

Rico Frenzel

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Recruiter / Trainer

Olching
Rico Frenzel

Last position:

Recruiter / Trainer at Freelance

  • Active sourcing and recruiting for individual mandates (finance, IT, procurement)
  • Training recruiting departments
  • Training specialists and managers in application situations and interview techniques
  • Application coaching and CV consulting
Verified expert

Giuseppe Abrignani

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Software, AI & Automation Architect

Germering
Giuseppe Abrignani

Last position:

Embedded Software Developer at Inheco

  • AI Integration (LLM & RAG): Design and build of an internal intelligent RAG system (Retrieval-Augmented Generation) based on LLMs, n8n, and vector data for the automated analysis of technical documents and error logs.
  • Design & Implementation: Design of a robust RS-232/UART communication interface for an SBC-based embedded device to control medical shaker systems.
  • Architecture & Protocol Design: Implementation of a highly maintainable software structure (OOP, SOLID) and definition of hardware-close, resilient communication protocols including multithreading and advanced error handling.
  • Quality Assurance & DevOps: Test automation using xUnit, integration tests directly on the hardware target, and maintenance of technical documentation according to strict medical technology standards via Azure DevOps.

Label: C#, .NET, LLMs, RAG, n8n, RS-232, UART, Multithreading, async/await, xUnit, gRPC/protobuf, Blazor, MudBlazor, EF Core, Visual Studio 2026, Azure DevOps

Verified expert

Christiane Neher

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Management Consultant

Munich
Christiane Neher

Last position:

Management Consultant at Christiane Neher Management Consulting

Large Insurance Company – Consultant Wiesbaden: Consulting support for the introduction of an integrated planning and performance management framework (operational, financial, customer) to enhance customer-centric transparency, decision-making quality, and steering capabilities across all lines of business within an insurance organization:

  • Analysis of existing processes, reports, KPIs, and KPI calculation methodologies
  • Design and introduction of new, standardized customer KPIs (gross/net), as well as key steering metrics with consistent linkage across all lines of business
  • Recalculation, validation, and plausibility checks of KPIs based on existing and newly integrated data sources
  • Conceptual support for the development of an integrated reporting and performance management setup
  • Execution of customer insights analyses to identify patterns and anomalies within customer data clusters

Large retail company – Consultant in Karlsruhe: Advisory services for the setup and step-by-step implementation of an internationally deployable RELEX solution in the supply chain management environment:

  • Advising overall and sub-project management on methodology, project setup and steering (e.g. agile approach, Jira configuration, RELEX phases, Jira Structure PPM)
  • Strategic-operational consulting for the introduction of RELEX including best practices
  • Support in defining overarching goals and requirements (2-year target picture)
  • Guidance in scoping a relevant supply chain network segment for the project
  • Development of a roadmap for iterative, incremental RELEX setup and rollout
  • Assessment of project dependencies (interfaces, configurations, etc.)
  • Advice on prioritized implementation of business requirements and data interfaces
  • Support in test planning (data validation, system testing, UAT)
  • Consulting on internationalization, change management, training, and knowledge transfer
  • Stakeholder advisory and alignment activities between the client, implementation partner, and RELEX

Insurance company – Management Consultant in Munich: Analysis, consulting and support for the optimization of a large-scale business and IT transformation. Focus on strategically important programs and modernization projects in the area of Managed Services Operations and processes:

  • Review of project plans and deliverables; analysis of programs and projects (e.g. cloud approach, process standardization, system integration, roadmaps)
  • Identification of technical, functional and personnel risks and challenges; development of content-related measures and alternative solutions
  • Proposal of quality improvements for program and modernization efforts
  • Sparring partner and professional, technical, structural and organizational consulting for project and program management

Large retail group – Management Consultant & Stream Lead in Cologne: Consulting, process, project and product management for the introduction and implementation of a large strategic program in the field of advanced analytics, assortment and space management:

  • Setup, test and rollout of a new space planning, automation and optimization product based on the existing cluster-based merchandising approach
  • Definition and setup of new processes and transformation and change management measures for the new store-specific merchandising approach
  • Collaboration with Advanced Analytics and IT (internal and external) for software implementations, automations, extensions and interfaces
  • MVP approach and piloting in phases with gradual rollout (pilot with 80 stores, region with 500 stores, national level with 4000 stores)

Large retail company – Agile Coach & Change Agent in Cologne: Agile coach, OKR master and facilitator for the introduction of the OKR approach in a large strategic digitization program for retail stores:

  • Coaching of the core team with topic managers and team leads
  • Introduction to the OKR topic and setup of the OKR cycle
  • Establishment of the OKR approach in teams and on a cross-team level

Delivery and logistics company – Management Consultant in United Kingdom: Consulting and coaching in the restructuring of the Data Analytics department:

  • Analysis of current challenges
  • Definition of overarching goals
  • Development of a proposal for a new team structure
  • Identification of required competencies, skills and responsibilities
  • Advisory and alignment on communication and change management strategy
Verified expert

Kai Pankatz

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Oracle Project Management and DBA

MĂĽnchen
Kai Pankatz

Last position:

Oracle Project Management and DBA at Scope Solutions AG

  • Installation, maintenance and regular upgrade of the DB systems with 19x
  • Use of OPatch and RU 19.27 on RHEL 8x, SLES 15.x and Windows
  • DBA for DACH and European customers in production and last test environments (e.g. Konrad Adenauer) as well as others in CDB
  • Processes via Confluence
  • Support in operations for customers SR via Metalink
Verified expert

Daniel Bacon

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Interim Manager, Project Manager, Product Owner, Business Analyst

MĂĽnchen
Daniel Bacon

Last position:

Interim Manager / Project Manager at Trench Group

Outcome: Implementation of an APS solution (Eyelit) across multiple international production sites, including definition of target planning processes, integration architecture (SAP – APS via middleware), and alignment of complex manufacturing requirements (e.g. autoclave planning, alternative routings). Establishment of governance structures, steering formats and decision frameworks to manage scope, cost and timeline across multiple stakeholders. Successful handover of project leadership to internal successor, ensuring continuity and sustained project delivery.

Role in Project: Project Lead / Program Manager

Main Tasks in Project:

  • Led APS implementation across multiple plants (Germany, Canada, France, US) with focus on end-to-end planning & scheduling processes and system integration
  • Acted as central interface between business stakeholders (plants, operations), IT (SAP/middleware) and vendor (Eyelit)
  • Drove requirements engineering, including consolidation of plant-specific requirements and steering of sign-off process
  • Managed vendor (Eyelit) performance, including scope clarification, effort discussions and commercial alignment
  • Identified and challenged gaps between standard APS functionality and complex manufacturing requirements (e.g. autoclave planning, batch optimization, alternative routings)
  • Defined and implemented project governance structures, including Steering Committees, risk reporting and decision frameworks
  • Led escalation management on cost overruns, scope deviations and delivery transparency
  • Coordinated integration strategy (decision for custom middleware vs. standard connector) and alignment with SAP landscape
  • Improved project transparency and way of working, including definition of reporting structures, tracking logic and communication cadence
  • Facilitated alignment between global and local stakeholders to ensure feasible timelines, resource planning and plant readiness
  • Prepared and delivered SteerCo updates and executive decision documents
  • Managed structured project handover to internal project lead, including knowledge transfer, documentation alignment and stakeholder transition.

Discover over 15,000 top freelancers

Statistics of experts using Customer Relationship Management

Aggregated from the professional profiles of matched freelancers.

Experience

23 years

Position duration

2.7 years

Positions per freelancer

11

Top business areas

Project Management, Information Technology, Marketing

Top industries

Information Technology, Professional Services, Retail

Certification focus areas

Project Management, Information Technology, Human Resources

Bachelor's degree or higher

90%

Master's degree or higher

64%

Doctorate

10%

Certifications per freelancer

3

Most common languages

German, English, French

Speak two or more languages

98%

Based on our profile pool as of 30 Aug 2026.

About the technology

CRM work

Customer Relationship Management brings customer data, sales activity, service cases, and marketing touchpoints into one system. Strong experts use CRM to support lead handling, account views, pipeline management, case tracking, and reporting. The goal is clear: every team sees the same customer context.

Common stacks

  • Salesforce for complex sales and service setups
  • Microsoft Dynamics 365 for ERP-connected processes
  • HubSpot CRM for leaner sales and marketing teams
  • Integration with email, support, and ERP tools
  • Data models, permissions, and workflow rules

A good CRM specialist understands how these parts fit together and where teams usually lose data or time.

When to bring help

Companies usually need freelance CRM expertise when a rollout stalls, data quality drops, or teams cannot agree on the process. That is common during migrations, new module launches, reporting fixes, or sales and service rework. In Munich, this often comes up in B2B, SaaS, industrial, and services firms that need clean handovers across teams.

What strong experts do

Strong professionals ask about the customer journey before touching configuration. They map fields, stages, automations, and permissions to real work, not just to the software setup. They also test integrations carefully so CRM records stay reliable across marketing, support, finance, and sales tools.

Good signals

  • Clear process mapping before configuration
  • Clean migration and deduplication approach
  • Practical automation, not overbuilt flows
  • Care for reporting, ownership, and permissions
  • Comfort with change management and training

These skills matter whether the stack is Salesforce, Dynamics 365, or HubSpot CRM. They help companies keep the system useful after launch instead of letting it become a data dump.

Collaboration style

CRM work can be remote, on-site, or mixed. Remote support works well for configuration, testing, documentation, and integration reviews, while on-site time helps with workshops and stakeholder alignment. For Munich teams, German and English communication are often useful, especially in cross-functional projects.

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Frequently asked questions

Quick answers to the questions that come up most around Customer Relationship Management.

Customer Relationship Management covers the tools and processes a company uses to manage leads, accounts, opportunities, service requests, and customer history. It is not only software; it is also the way teams share information and follow the same process. Good CRM work makes that process visible and usable.

Customer Relationship Management is the broader discipline, while Salesforce, HubSpot CRM, and Microsoft Dynamics 365 are common systems used to run it. A company may speak about “CRM” when it really means one of those tools. A strong specialist understands both the process and the product stack.

A Customer Relationship Management specialist may clean data, redesign pipelines, build automations, define fields, configure permissions, or connect CRM with email, support, and ERP systems. They also help with reporting and user training. The exact scope depends on whether the company is setting up, migrating, or fixing an existing system.

A Customer Relationship Management project can need different levels of depth. Simple setup work may only need a generalist, while migrations, integrations, or process redesign need a specialist with real platform and data-model experience. The more systems and teams are involved, the more important that expertise becomes.

Customer Relationship Management is often weighed against spreadsheets, email-only processes, or a mix of disconnected tools. Those options can work for a short time, but they usually break down when customer volume, reporting, or ownership rules grow. A CRM specialist helps decide whether to keep, replace, or restructure the current setup.

A strong CRM freelancer usually brings process mapping, data migration, integration knowledge, reporting, and user training skills. Knowledge of APIs, workflow automation, and privacy-aware data handling is also valuable. For Munich projects, clear communication with sales, service, and operations teams matters just as much.

Yes, many Customer Relationship Management tasks can be done remotely, especially configuration, debugging, documentation, and testing. On-site time helps when workshops, stakeholder alignment, or change sessions need direct discussion. Mixed setups are common when the project touches several departments.

Look for CRM professionals who start with business goals, not tool settings. They should explain data structure, process flow, permissions, and integration risks in plain language. Clear examples from past migrations, automation work, or reporting fixes are a strong sign.

Of the freelancers in Munich, Germany who have used Customer Relationship Management in their recent projects, 90% hold at least a Bachelor's degree, 64% hold at least a Master's degree, and 10% hold a doctorate.

On average, freelancers in Munich, Germany who have used Customer Relationship Management in their recent projects have 23 years of professional experience, with a single engagement typically lasting around 2.7 years.

The most common languages among freelancers in Munich, Germany who have used Customer Relationship Management in their recent projects are German (100%), English (97%), and French (27%).

The most common industries among freelancers in Munich, Germany who have used Customer Relationship Management in their recent projects are Information Technology (80%), Professional Services (59%), and Retail (44%).

The most common business areas among freelancers in Munich, Germany who have used Customer Relationship Management in their recent projects are Project Management (77%), Information Technology (76%), and Marketing (63%).

Main locations of FRATCH Experts, who have recently used Customer Relationship Management

Our freelancers and interim experts are at home across the DACH region — available on-site in the major business hubs or fully remote. Choose a location to discover matched specialists, local market insights and up-to-date availability.

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