Phoenix - Your AI AssistantImplement you CRM
Delivery in
5 days
- Views 6
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
I'll set up a fully functional CRM implementation tailored to your sales process, so you can start managing leads and pipelines from day one. This includes CRM setup (Zoho, HubSpot, or your platform of choice), custom pipeline stages, required fields and lead source tracking, and a basic lead scoring model based on fit and intent.
I'll build the core automation flows: lead capture, enrichment, nurture, and sales handoff, so leads move through your funnel without manual work. You'll also get a clean dashboard for tracking leads, MQLs, SQLs, and pipeline value.
Delivery includes a walkthrough call so your team knows exactly how to use the system. Perfect if you're switching CRMs, starting fresh, or your current setup isn't structured for growth.
I'll build the core automation flows: lead capture, enrichment, nurture, and sales handoff, so leads move through your funnel without manual work. You'll also get a clean dashboard for tracking leads, MQLs, SQLs, and pipeline value.
Delivery includes a walkthrough call so your team knows exactly how to use the system. Perfect if you're switching CRMs, starting fresh, or your current setup isn't structured for growth.
What the Freelancer needs to start the work
Access to your CRM account (or a new account if you don't have one yet), your current sales process and pipeline stages (even rough notes are fine), and a list of the fields or data points you want to track per lead/deal. If you already use email marketing tools (Brevo, Mailchimp, etc.), I'll need access there too for the automation setup.
If you have any existing lead sources, forms, or landing pages feeding into the CRM, share those links as well so I can map the lead capture flow correctly.