Phoenix - Your AI AssistantI Will Customize Your CRM to Fit Your Business Needs
Delivery in
4 days
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What you get with this Offer
I offer comprehensive CRM setup, customization, and optimization services to help you manage your customer relationships more effectively and efficiently.
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What the Freelancer needs to start the work
CRM platform you’re using (e.g., HubSpot, Zoho, Salesforce)
Business requirements (lead tracking, automation, email marketing, etc.)
Existing customer or sales data for importing
User access (if required)
Third-party integrations needed (e.g., email, payment systems)
Workflow preferences (automations, pipelines)
Branding guidelines (custom fields, templates, design preferences)