Phoenix - Your AI AssistantSet up Customer Relationship Management System
Delivery in
3 days
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What you get with this Offer
I will set up a complete Customer Relationship Management system tailored to your business needs. This includes creating contact pipelines, organizing stages, setting up deal flows, and building a follow up structure for leads and existing customers. I will also integrate basic automation for customer follow up and reminders, set up tags and segmentation, and create a branded CRM dashboard layout. You will receive a ready to use CRM with guided walkthrough instructions, along with a recorded video tour showing how to use the main functions and manage daily tasks.
What the Freelancer needs to start the work
Business name
Preferred CRM platform (HubSpot, Zoho, GoHighLevel, Airtable, etc)
Your workflow or steps for handling leads and customers
Brand logo and colours
Login access if you already have an account