Phoenix - Your AI AssistantCRM Setup & Automation (Zoho, HubSpot, Odoo)
Delivery in
5 days
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What you get with this Offer
Hi there,
I provide professional hourly support for CRM setup, customization, and automation using Zoho, HubSpot, and Odoo. This service is ideal if you want to streamline your sales, marketing, or support processes and reduce manual work through well-structured automation.
I focus on setting up CRMs that are practical, easy to use, and aligned with your business workflows, not overcomplicated systems that teams avoid using.
Services I provide:
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CRM setup and configuration (Zoho, HubSpot, Odoo)
Custom pipelines, stages, and deal workflows
Automation of leads, tasks, follow-ups, and notifications
Custom fields, forms, and data structuring
Email, calendar, and third-party integrations
User roles, permissions, and access control setup
Data import, cleanup, and CRM optimization
Reports and dashboards for tracking performance
Lead routing and assignment rules
CRM workflow testing and optimization
Existing CRM audit and process improvement
Ongoing CRM support and adjustments
I would love the opportunity to work together and bring your vision to life. Please feel free to reach out if you have any questions or would like to get started.
Regards, A.
I provide professional hourly support for CRM setup, customization, and automation using Zoho, HubSpot, and Odoo. This service is ideal if you want to streamline your sales, marketing, or support processes and reduce manual work through well-structured automation.
I focus on setting up CRMs that are practical, easy to use, and aligned with your business workflows, not overcomplicated systems that teams avoid using.
Services I provide:
-------
CRM setup and configuration (Zoho, HubSpot, Odoo)
Custom pipelines, stages, and deal workflows
Automation of leads, tasks, follow-ups, and notifications
Custom fields, forms, and data structuring
Email, calendar, and third-party integrations
User roles, permissions, and access control setup
Data import, cleanup, and CRM optimization
Reports and dashboards for tracking performance
Lead routing and assignment rules
CRM workflow testing and optimization
Existing CRM audit and process improvement
Ongoing CRM support and adjustments
I would love the opportunity to work together and bring your vision to life. Please feel free to reach out if you have any questions or would like to get started.
Regards, A.
What the Freelancer needs to start the work
CRM admin access (Zoho, HubSpot, or Odoo)
Description of current process and goals
List of users, roles, and permissions needed
Details of integrations or data to import