CRM Automation

Makhosazana Ndaba

Starting at

$

75

/hr

About this service

Summary

I implement and optimize HubSpot CRM systems, automating workflows to improve lead response times by up to 40% and enhance sales tracking. My tailored dashboards and training guides empower teams to manage leads efficiently. What makes me unique is my HubSpot certifications and hands-on experience, delivering scalable CRM solutions that streamline operations and boost conversions for businesses.

What's included

  • HubSpot CRM Configuration

    A fully set up HubSpot CRM with customized pipelines, contact properties, and dashboards for tracking leads, deals, and client interactions.

  • Automated Workflow Sequences

    2–3 automated workflows (e.g., lead capture → nurture → meeting booking) in HubSpot, reducing manual tasks and improving lead response time by up to 40%.

  • Custom CRM Dashboards

    Tailored HubSpot dashboards displaying real-time metrics (e.g., sales pipeline, lead response time), enabling data-driven decisions.

  • CRM Training Guide

    A concise guide (PDF or Canva document) with step-by-step instructions for the client team to use and maintain the HubSpot CRM and workflows.

Example projects

CRM Setup & Workflow Automation

Skills and tools

Operations Lead

Business Workflow Automation

HubSpot

HubSpot

Make

Make

Zapier

Zapier

Industries

Business Management
Customer Service
E-Commerce

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