I will audit, clean, and optimize your hubspot CRM
About this Gig
Any questions on your mind on getting HubSpot as your CRM? no regrets! You made a great decision.
HubSpot is indeed a powerful CRM tool with better UI. Users lack a complete understanding of it to utilise that to the core. Here I am, to save your back. I can help you to set up all the parts of CRM straight from custom property setup, users and team setup, pipeline setup, automation, sequence setup, real-time data transfer to g-sheet, integration with Zapier, Pandadoc, Chargebee etc.,
This briefing must give you a holistic idea of making HubSpot a one-stop store for all the data about your customers. I will set up the tool in a way, eventually, it will start working for you, rather than you investing concrete time on it.
I provide these services primarily, reach out for more which we can finalise on the discussion.
- Setting up the tool with integration to collect contacts and companies.
- Creating customised properties which better suit your organisation.
- Settling down users and teams with proper access provision
- Setting up pipelines for each of your entities
- Optimising automation including workflow and sequence
- Marketing campaigns and reports
- Integration with 3rd party tools
Software:
HubSpot
Industry:
Business services & consulting
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Education
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Software

