Affordable Custom CRM Dashboard Setup

Job ID: 38992709

Budget: $500 – $750 USD

I'm looking for a CRM dashboard for my small company. I'm considering platforms like Hubspot, Monday, or Pipedrive, but I'm open to other options as well. The key requirement is that it should allow for custom reporting capabilities without incurring a hefty monthly software cost. I need your guidance on the appropriate platform once we've discussed my requirements.

Work does not include data entry, in need of the Dashboard and Reporting shells with a limited number of scrubbed client data records for development and testing. Actual production clients will be entered by my company post release.

Key Focus Areas:
- Customer activity tracking
- Team productivity
- An interactive, insightful dashboard

Given that my team has an intermediate level of technical expertise, we can handle some customizations but would appreciate a setup that's largely user-friendly and intuitive.

Ideal Skills:
- Experience with setting up and customizing CRM dashboards
- Proficiency in Hubspot, Monday, Pipedrive or other comparable CRM software
- Ability to create custom reports focusing on customer activity and team productivity
- Understanding of cost-effective software solutions
- Excellent communication skills to explain the functionalities to the team.
Related categories: SQL CRM Hubspot Monday.com Pipedrive