I will audit and optimize your hubspot CRM for clean data

India

I speak English, Hindi, German, Punjabi

11 orders completed

HubSpot, Workflow automation Specialist and Patient Data, Medical Records Expert

I am a detail-oriented CRM & Data Management Specialist with expertise in HubSpot CRM, GoHighLevel (GHL), Patient Data Entry, and Medical Records Management. I help businesses, agencies, and healthcar...
About this Gig

Is your HubSpot portal slowing your team down? Duplicate contacts, unused properties, conflicting workflows and pipelines that don't match how you sell?

I'm a HubSpot-certified consultant and founder of GuidexCRM Solutions, and my team is certified across all HubSpot hubs. I'll run a full health check of your portal and give you a clear, prioritized plan to fix it, or fix it for you.

What I audit:

Data quality, duplicates and missing fields

Custom properties and lifecycle stages

Workflows, sequences and lead routing

Pipelines and deal stages

Integrations and connected apps

Users, permissions, dashboards and reports

What you get:

Written audit report ranked by impact

Action plan with quick wins and long-term fixes

Fixes implemented (Standard and Premium)

Recent work: Audited, cleaned, and restructured a HubSpot Sales Hub Professional portal for an F&B supply chain business, then connected LinkedIn lead gen directly into the CRM.


Message me before ordering so I can confirm the right package for your portal.

Software:

HubSpot

Industry:

Financial services

•

Real estate

•

Wellness

My Portfolio