Phoenix - Your AI AssistantSetup, Customize, and Optimize Your CRM
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5 days
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What you get with this Offer
I will help you set up, customize, and fully optimize your CRM system (HubSpot, Zoho, Salesforce, Pipedrive, or any other platform) to streamline your sales, marketing, and customer management process. My service includes CRM installation, contact/data migration, pipeline setup, workflow automation, dashboard & reporting customization, and integration with other business tools. Whether you need a fresh CRM setup or want to improve an existing system, I will tailor it to fit your business goals and ensure smooth operations.
What the Freelancer needs to start the work
To get started, I’ll just need access to your CRM account (or help setting one up), details of your sales process, the type of workflows or automations you’d like, any specific reports you want generated, and the list of tools or apps you’d like integrated with your CRM.