HubSpot CRM Setup & Import
Budget: $250 – $750 USD
I’m ready to roll out HubSpot but need a specialist to configure the core CRM from the ground up and bring in all existing sales records cleanly.
Here’s what I expect:
• A tailored HubSpot CRM architecture with custom properties, deal stages, and user permissions that reflect how my team actually sells.
• A one-time import of historical sales records (currently in CSV), mapped to the new structure with no duplicates, broken links, or lost notes.
• Brief walkthrough documentation so my reps can hit the ground running.
I’ve handled marketing automation elsewhere for now, so the focus is purely on iron-clad CRM setup and data integrity. If you know HubSpot’s import wizard, workflows, and deduplication tricks inside out, I’d love to get this done quickly and accurately.
Here’s what I expect:
• A tailored HubSpot CRM architecture with custom properties, deal stages, and user permissions that reflect how my team actually sells.
• A one-time import of historical sales records (currently in CSV), mapped to the new structure with no duplicates, broken links, or lost notes.
• Brief walkthrough documentation so my reps can hit the ground running.
I’ve handled marketing automation elsewhere for now, so the focus is purely on iron-clad CRM setup and data integrity. If you know HubSpot’s import wizard, workflows, and deduplication tricks inside out, I’d love to get this done quickly and accurately.