Phoenix - Your AI AssistantHubSpot CRM Setup & Pipeline Configuration
Delivery in
5 days
Response time
Instantly
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What you get with this Offer
I will configure your HubSpot CRM environment: set up the core Sales Hub (contacts, companies, deals), define your sales pipeline stages, user roles and permissions, and create your first dashboards & reports to monitor performance.
You’ll receive a clean, structured CRM that aligns with your business process and helps your team immediately manage leads, deals and clients in one place.
This offer stands out because I deliver not only the setup but also ensure your workflow matches your sales-process for greater adoption and faster value.
You’ll receive a clean, structured CRM that aligns with your business process and helps your team immediately manage leads, deals and clients in one place.
This offer stands out because I deliver not only the setup but also ensure your workflow matches your sales-process for greater adoption and faster value.
What the Freelancer needs to start the work
Please provide your HubSpot subscription plan, list of user roles and teams, your current sales process (stages, criteria) and any initial dashboard/report needs.