HubSpot Starter Setup Specialist
Budget: ₹12,500 – ₹37,500 INR
HubSpot CRM & Marketing Starter Setup – Master Configuration plus Team Rollout (India Only)
Description:
We are Simplex Innovation Ltd, a UK-based consultancy working in advanced technology and export sectors.
We are a new company with a new sales team who is already using HubSpot Sales & Marketing Starter, and we urgently need a HubSpot CRM Specialist (India preferred) to set up a master configuration and replicate it for our team members. We need someone with a minimum of 3 years hubspot experience.
The setup must be simple, fast, and standardised, so every team member works from the same data model, pipelines, and automations.
Project Tasks
1. Create the Master Configuration (Days 1–2)
Define and clean CRM objects (Contacts, Companies, Deals, Tickets).
Add custom properties: Product Type, Territory, Lead Source, Partner Category, etc.
Build one unified Sales Pipeline:
Lead - Discovery - Demo - Proposal - Contract - Closed Won/Lost
Set up automations for follow-ups, task reminders, and notifications.
Configure Marketing Starter tools (email templates, forms, lists, segments).
Integrate our Microsoft 365 domain for email sending.
2. Replicate Configuration for All Users (Days 3–4)
Apply roles and permissions:
Admin
Business Development Lead
Sales Associate
Ensure all users see the same pipelines, properties, and dashboards.
Test automation and form integrations across the team.
3. Reporting & Final Setup (Day 5)
Create standard dashboards for:
Sales performance
Marketing performance
Activity tracking
Provide short written notes or a quick video explaining usage.
Requirements
Must have at least 3 years experience with HubSpot Starter (Sales + Marketing)
Ability to start immediately (within 24 hours)
Must be based in India (for timezone and communication)
Deliver full setup within 3–5 days maximum
HubSpot certification preferred
Deliverables Checklist
Master configuration completed
User roles and permissions applied
Dashboards built and shared
Automation tested and active
Final handover/training note provided
Timeline
Total duration: 3 - 5 days
Budget
Fixed Price: ₹18,000 – ₹25,000 INR
(Bonus for completion within 3 days and all automations working correctly.)
Milestone Payments
Milestone Deliverable Payment (INR)
Audit & Master Setup - CRM data model, pipelines, automation basics
Replication & Roles - Configuration replicated for all users
Dashboards & Final Sign-off - Dashboards plus testing plus short guide
Skills Required
HubSpot CRM setup (Starter or Pro)
Sales Pipeline & Workflow Automation
Marketing Hub Setup (forms, lists, email templates)
Dashboard Reporting
Microsoft 365 Integration and others
User Roles & Permissions
How to Apply
Please include:
Examples of previous HubSpot configurations you’ve completed.
Confirmation you can start immediately.
Estimated delivery time (in days).
Your city and working hours in India.
About Us
Simplex Innovation Ltd is a growing company with international partners in technology, energy, mining, and innovation. We work consultatively with our clients, we value quality, communication, and speed.
Successful completion may lead to ongoing CRM management work for our global sales teams.
Description:
We are Simplex Innovation Ltd, a UK-based consultancy working in advanced technology and export sectors.
We are a new company with a new sales team who is already using HubSpot Sales & Marketing Starter, and we urgently need a HubSpot CRM Specialist (India preferred) to set up a master configuration and replicate it for our team members. We need someone with a minimum of 3 years hubspot experience.
The setup must be simple, fast, and standardised, so every team member works from the same data model, pipelines, and automations.
Project Tasks
1. Create the Master Configuration (Days 1–2)
Define and clean CRM objects (Contacts, Companies, Deals, Tickets).
Add custom properties: Product Type, Territory, Lead Source, Partner Category, etc.
Build one unified Sales Pipeline:
Lead - Discovery - Demo - Proposal - Contract - Closed Won/Lost
Set up automations for follow-ups, task reminders, and notifications.
Configure Marketing Starter tools (email templates, forms, lists, segments).
Integrate our Microsoft 365 domain for email sending.
2. Replicate Configuration for All Users (Days 3–4)
Apply roles and permissions:
Admin
Business Development Lead
Sales Associate
Ensure all users see the same pipelines, properties, and dashboards.
Test automation and form integrations across the team.
3. Reporting & Final Setup (Day 5)
Create standard dashboards for:
Sales performance
Marketing performance
Activity tracking
Provide short written notes or a quick video explaining usage.
Requirements
Must have at least 3 years experience with HubSpot Starter (Sales + Marketing)
Ability to start immediately (within 24 hours)
Must be based in India (for timezone and communication)
Deliver full setup within 3–5 days maximum
HubSpot certification preferred
Deliverables Checklist
Master configuration completed
User roles and permissions applied
Dashboards built and shared
Automation tested and active
Final handover/training note provided
Timeline
Total duration: 3 - 5 days
Budget
Fixed Price: ₹18,000 – ₹25,000 INR
(Bonus for completion within 3 days and all automations working correctly.)
Milestone Payments
Milestone Deliverable Payment (INR)
Audit & Master Setup - CRM data model, pipelines, automation basics
Replication & Roles - Configuration replicated for all users
Dashboards & Final Sign-off - Dashboards plus testing plus short guide
Skills Required
HubSpot CRM setup (Starter or Pro)
Sales Pipeline & Workflow Automation
Marketing Hub Setup (forms, lists, email templates)
Dashboard Reporting
Microsoft 365 Integration and others
User Roles & Permissions
How to Apply
Please include:
Examples of previous HubSpot configurations you’ve completed.
Confirmation you can start immediately.
Estimated delivery time (in days).
Your city and working hours in India.
About Us
Simplex Innovation Ltd is a growing company with international partners in technology, energy, mining, and innovation. We work consultatively with our clients, we value quality, communication, and speed.
Successful completion may lead to ongoing CRM management work for our global sales teams.