CRM Setup & Smart Automation
Starting at
$
1,250
About this service
Summary
I’ll set up your CRM from scratch and build smart automation workflows tailored to your sales process. With 10+ years of experience, I specialize in tools like HubSpot, Pipedrive, Zapier and Make to save time and drive measurable growth.
What's included
CRM Setup & Workflow Design
Custom setup of your CRM system (HubSpot, Pipedrive, or similar), including deal stages, contact structure, and workflow architecture tailored to your business.
Automation Flows Implementation
Implementation of 3–5 automated flows using Zapier, Make, or native CRM tools. Includes lead routing, task creation, and email sequences.
Dashboard & Reporting Setup
Custom reports and dashboards for pipeline visibility, conversion tracking, and team performance inside the CRM.
Duration
2 weeks
Skills and tools
Automation Engineer
Customer Success Manager
Marketing Strategist
Apollo
HubSpot
Make
Pipedrive
Zapier
Industries
Marketing
Sales
Professional Services