CRM SETUP & SALES AUTOMATION

Starting at

$

30

/wk

About this service

Summary

I help businesses set up, optimize, and automate their CRM systems to improve sales efficiency, follow-ups, and reporting. I ensure seamless pipeline tracking and integrate automation for lead nurturing and conversions.

What's included

  • CRM Setup & Customization

    A tailored HubSpot / Salesforce / Pipedrive implementation.

  • Sales Workflow Automation

    Email sequences, reminders, and deal tracking automation.

  • Custom Dashboard & Reporting Setup

    A clear view of KPIs, pipeline health, and conversion tracking.


Skills and tools

Sales Development Representative

Sales-Driven Marketing

Sales Manager

HubSpot

Zapier

Industries

B2B
SaaS
B2C