Phoenix - Your AI AssistantSet up and organize your CRM system
Delivery in
5 days
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What you get with this Offer
I will set up, organize, or optimize your CRM system so you can manage leads, customers, and sales activities more efficiently.
This service is designed to help you save time, improve follow-ups, and keep all customer data structured and easy to access, no confusion, no messy spreadsheets.
What you’ll receive:
CRM setup or cleanup (HubSpot, Zoho, or similar)
Contact & lead organization
Custom pipelines & stages
Basic automation (tags, statuses, workflows)
User-friendly structure for daily use
Clean, organized CRM ready to use
Revisions:
Revisions include field or pipeline adjustments
New CRM platforms or advanced automations require an add-on
Designed for startups, sales teams, and growing businesses that want a clean, reliable CRM system.I will set up, organize, or optimize your CRM system so you can manage leads, customers, and sales activities more efficiently.
This service is designed to help you save time, improve follow-ups, and keep all customer data structured and easy to access, no confusion, no messy spreadsheets.
What you’ll receive:
CRM setup or cleanup (HubSpot, Zoho, or similar)
Contact & lead organization
Custom pipelines & stages
Basic automation (tags, statuses, workflows)
User-friendly structure for daily use
Clean, organized CRM ready to use
Revisions:
Revisions include field or pipeline adjustments
New CRM platforms or advanced automations require an add-on
Designed for startups, sales teams, and growing businesses that want a clean, reliable CRM system.
This service is designed to help you save time, improve follow-ups, and keep all customer data structured and easy to access, no confusion, no messy spreadsheets.
What you’ll receive:
CRM setup or cleanup (HubSpot, Zoho, or similar)
Contact & lead organization
Custom pipelines & stages
Basic automation (tags, statuses, workflows)
User-friendly structure for daily use
Clean, organized CRM ready to use
Revisions:
Revisions include field or pipeline adjustments
New CRM platforms or advanced automations require an add-on
Designed for startups, sales teams, and growing businesses that want a clean, reliable CRM system.I will set up, organize, or optimize your CRM system so you can manage leads, customers, and sales activities more efficiently.
This service is designed to help you save time, improve follow-ups, and keep all customer data structured and easy to access, no confusion, no messy spreadsheets.
What you’ll receive:
CRM setup or cleanup (HubSpot, Zoho, or similar)
Contact & lead organization
Custom pipelines & stages
Basic automation (tags, statuses, workflows)
User-friendly structure for daily use
Clean, organized CRM ready to use
Revisions:
Revisions include field or pipeline adjustments
New CRM platforms or advanced automations require an add-on
Designed for startups, sales teams, and growing businesses that want a clean, reliable CRM system.
What the Freelancer needs to start the work
CRM platform name (HubSpot, Zoho, etc.)
Admin access to the CRM
Business process or sales flow
Existing data (if any)