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Fiverr Pro
English
$
USD
I will do crm setup, hubspot crm, and zoho crm migration
Certified CRM Specialist and Marketing Automation Expert
Hi, I'm Gloria. I help businesses, agencies, and sales teams set up and improve CRM systems around their sales process.
I work with HubSpot, Zoho, GoHighLevel, and Pipedrive, offering CRM setup, data...
About this Gig
Struggling with messy contact data, missed follow-ups, and a CRM setup that your team barely uses? A poorly structured CRM wastes valuable leads and slows down your sales cycle.
I provide professional CRM setup, customization, and CRM migration for HubSpot CRM and Zoho CRM. Whether you are launching a brand-new account or restructuring an existing database, I build clean, automated systems tailored to your exact sales process.
What this gig delivers:
- Complete CRM setup and account configuration from scratch
- Custom sales pipeline and deal stage creation
- Custom properties, contact fields, and company tags
- Lead capture form integration and website connection
- Contact, lead, and company data CRM migration (CSV or platform transfer)
- Basic workflow automation for lead routing, tasks, and follow-up emails
- Email, calendar, and inbox sync for seamless tracking
My 3-step process:
- Audit & Plan: Review current sales workflow, lead sources, and data structure.
- Build & Test: Configure custom pipelines, fields, and automation rules in your CRM.
- Handoff: Walk you through the setup to make sure your team hits the ground running.
Message me before ordering so we can confirm your project details.
Software:
HubSpot
FAQ
Can you do crm migration from spreadsheets or an old CRM?
Yes. I can clean, format, and map your CSV files (contacts, companies, and deals) into HubSpot CRM or Zoho CRM, preserving important custom fields and relationship notes.
Do you work on existing CRM setups or only new accounts?
Both. I can build a clean CRM setup from scratch or audit, restructure, and optimize an existing account that has become disorganized or cluttered.
How do you access my HubSpot or Zoho CRM account?
You can invite me as an admin or team user using my email directly through the platform’s user settings. Never share your primary account password.
Are automations and integrations included in the basic package?
The Basic package covers core account setup and one pipeline. Automations, email syncing, and integrations are included in the Standard and Premium packages, or via gig extras.
