Phoenix - Your AI AssistantHubSpot CRM Setup & Pipeline Configuration
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5 days
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What you get with this Offer
I will professionally configure your HubSpot CRM to match your sales process, ensuring your team can manage leads, deals, and clients efficiently from day one.
✔ Complete HubSpot CRM setup (Contacts, Companies, Deals)
✔ Custom sales pipeline configuration aligned with your sales stages
✔ Deal stages & criteria definition for clear tracking
✔ User roles & permissions setup for teams
✔ Custom dashboards & reports to monitor performance
✔ Clean, structured CRM environment for easy adoption
✔ Workflow aligned with your real sales process (not just default settings)
This setup ensures faster onboarding, better visibility, and immediate value from HubSpot, helping your team close deals more effectively.
✔ Complete HubSpot CRM setup (Contacts, Companies, Deals)
✔ Custom sales pipeline configuration aligned with your sales stages
✔ Deal stages & criteria definition for clear tracking
✔ User roles & permissions setup for teams
✔ Custom dashboards & reports to monitor performance
✔ Clean, structured CRM environment for easy adoption
✔ Workflow aligned with your real sales process (not just default settings)
This setup ensures faster onboarding, better visibility, and immediate value from HubSpot, helping your team close deals more effectively.
What the Freelancer needs to start the work
✔ Your HubSpot subscription plan
✔ List of users, roles, and teams
✔ Your current sales process (stages, qualification criteria)
✔ Any dashboard or reporting requirements