Phoenix - Your AI AssistantHubSpot CRM Setup — Properties, Pipelines & User Configuration
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What you get with this Offer
I will configure the foundational layer of your HubSpot CRM — including up to 20 custom contact or company properties, deal pipeline with tailored stages and probabilities, user roles and team assignments, and basic view/filter setup so your team can start working in a clean, structured environment from day one.
Proper CRM configuration from the start prevents the common pitfall of teams reverting to spreadsheets because the system doesn't reflect their actual process. Every property, stage, and permission will be set up deliberately to match how your business operates.
This service suits startups, SMEs, and sales teams newly onboarding to HubSpot Free, Starter, or Professional who want expert configuration rather than a rushed self-setup that creates problems later.
Proper CRM configuration from the start prevents the common pitfall of teams reverting to spreadsheets because the system doesn't reflect their actual process. Every property, stage, and permission will be set up deliberately to match how your business operates.
This service suits startups, SMEs, and sales teams newly onboarding to HubSpot Free, Starter, or Professional who want expert configuration rather than a rushed self-setup that creates problems later.
What the Freelancer needs to start the work
Please share your sales process stages, a list of data points you want to track (properties), team member names and roles, and Super Admin access to your HubSpot portal.