I will set up close io, hubspot, CRM automation for sales teams

Debby S.

Germany

I speak English

Custom excel Google spreadsheet

I am an Excel & Google Sheets expert specializing in custom spreadsheets, dashboards, templates, and automation. I create clean, accurate, and easy to use solutions for budgeting, tracking, reporting...
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About this Gig

Struggling to manage leads, follow ups, and sales pipeline efficiently?


I will help you transform your sales process by setting up a powerful CRM automation system using Close.io or HubSpot, tailored specifically for your sales team.


With the right CRM setup, you can:

  • Automate lead capture and follow ups
  • Track every stage of your sales pipeline
  • Improve conversion rates with structured workflows
  • Eliminate manual tasks and missed opportunities
  • Close deals faster with organized sales processes


Whether you're a startup, agency, or growing sales team, I will design a fully optimized CRM system that fits your business workflow and boosts productivity.


What I Offer:

  • Complete Close.io or HubSpot CRM setup
  • Sales pipeline configuration
  • Automation workflows (email, follow ups, reminders)
  • Lead tracking & segmentation
  • Integration with forms, websites, or landing pages
  • Dashboard customization for your team
  • Reporting & analytics setup
  • Team access & permission setup


Why choose me?

I don't just set up CRM I build a sales system that helps you close more deals with less effort.

Lets turn your CRM into a money making machine for your sales team.

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set up close io, hubspot, CRM automation for sales teams
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set up close io, hubspot, CRM automation for sales teams

Platform:

Excel

•

Google Sheets

•

Microsoft Office

Development technology:

Google Apps Script

•

Python

•

Excel

Expertise:

Formatting

•

Formulas

•

Macros

•

Dashboard

•

Charts

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