CRM Setup To Boost Brand

I want to raise my brand’s profile while making customer service smoother and more responsive. The fastest way to achieve both is a purpose-built Customer Relationship Management (CRM) system that will centralise every customer touch-point, automate routine follow-ups, and surface real-time insights my marketing team can act on.

Here’s what I need done from start to finish:

• Audit my current customer-service workflow and data sources, then recommend the best-fit CRM platform (Salesforce, HubSpot, Zoho, or a similarly robust alternative).
• Configure the chosen system—custom fields, pipelines, automated email sequences, chat routing rules, and branded templates—so it reflects how my team actually works.
• Migrate existing data from spreadsheets, Gmail, and our website forms without loss or duplication.
• Integrate the CRM with our live chat, social channels, and phone support so every interaction feeds a single customer timeline.
• Build dashboards and reports that highlight trends affecting brand perception and customer satisfaction.
• Train my small team—recorded screen-shares and concise how-to guides are fine—so they feel confident using the new tools on day one.
• Provide two weeks of post-launch support to iron out any issues.

Acceptance criteria
1. All legacy data visible and searchable inside the CRM.
2. New tickets from email, chat, and social flow automatically into the correct pipeline.
3. Branded email and SMS templates render correctly and pull dynamic customer fields.
4. Dashboards show real-time NPS and response-time metrics.
5. Staff can create, update, and close tickets without external help.

If you have a proven track record configuring CRMs that directly improve brand awareness through better customer experiences, I’d love to work with you.