CRM Setup

Setup and configuration of HubSpot CRM system for sales pipelines, deal stages, lead capture forms and basic automations. · ...

We are rebuilding our systems from the ground up and need someone to design and configure HubSpot CRM so that leads are clearly categorized by transaction readiness, the loan pipeline mirrors mortgage origination, contacts are segmented for marketing/referrals/reviews, and automa ...

We're an AI company connecting luxury fashion brands with online retail platforms. · We need an experienced CRM specialist to set up our account from scratch, · configure Apollo workspace, · verify sending domains, · and manage warm-up for deliverability issues.A chance to work o ...

We are looking for an experienced HubSpot CRM specialist to help us fully set up and optimize our CRM, email templates, and automation workflows for our company, ADHD Big Sister · We are looking for a professional who understands both the technical setup and strategic use of HubS ...

We are looking for an experienced Zoho CRM specialist to help with a quick setup task. · Scope of Work: · Set up Zoho CRM properly (basic configuration) · Import or organize contacts/leads · Configure one email campaign inside Zoho · Launch the email campaign successfully · Ensur ...

I'm looking for someone experienced with HubSpot CRM to help me set up a simple clean CRM system for my consulting business. · This is one-time setup project not long-term role. · Create pipelines to track different types of clientsAdd clear stages to track leads calls paid clien ...

We're a solar EPC company looking for an experienced Zoho CRM specialist to set up a clean sales CRM. · ...

We are looking for an experienced specialist to help set up and customize our CRM. · ...

+Hi I'm a mortgage broker based in Ontario, Canada, and I'm looking for a HubSpot-savvy VA or CRM specialist to help me fully set up and organize my CRM from scratch. · ...

We are seeking an experienced professional to assist with the setup and integration of Zoho CRM. The ideal candidate will configure the CRM, integrate Google Workspace email, and implement a 'Contact Us' feature on our website. Additionally, you will create automated email workfl ...

We're looking for an experienced GoHighLevel specialist to help us properly set up and manage our CRM environment. · Our goal is to have a clean, reliable system that tracks leads from first contact through booking and follow-up, · without things breaking or overlapping. · ...

Set up and automate GoHighLevel to capture manage and follow up with leads from website funnels and social media. · Full CRM setup · Pipeline creation · Integrating website and social media leads · Automating follow-ups · ...

Law firm client is using Filevine for case management. We are now setting up a lead generation campaign so need FileVine to be setup from the lead standpoint. This means ensuring the intake team has all the appropriate fields, and that we can integration solutions such as GA4, Ca ...

We're a marketing / creative agency looking for an experienced GoHighLevel specialist to help us properly set up and customise our CRM to streamline both client onboarding and day-to-day internal workflows. · This is not a basic GHL setup — we're looking for someone who has built ...

+We're seeking a Freshsales CRM specialist to help us structure and automate our sales process from lead intake through deal closure. · ++ Configure Freshsales CRM from a clean or lightly used instance · Set up pipelines, deal stages, and lifecycle fields · Create lead and deal a ...

We are looking for an experienced Close CRM specialist to set up my CRM and connect it with two outbound tools: Instantly (cold email) and PhoneBurner (power dialer). · ...

We are seeking an experienced Zoho CRM specialist to set up and automate a scalable CRM system for sales, operations, and management. · Full Zoho CRM setup and customizationDesigning workflow automationsConfiguring task management ...

We are a growing service-based company seeking an experienced GoHighLevel (GHL) specialist to fully structure and optimize our CRM system. · This project involves building a clean, scalable sales and automation framework, not just basic configuration. We are looking for someone w ...

We are looking for an experienced GoHighLevel expert to set up our CRM today. · We already have a detailed implementation document with step-by-step instructions. · Your role is execution, · not planning. ...

We are looking for an experienced professional to set up and automate our Zoho CRM system. · The ideal candidate will have expertise in Zoho CRM and automation, with a strong background in IT project management. · ...