Complete CRM Setup & Integration
Budget: $15 – $25 USD
I’m ready to roll out a fresh, GoHighLevel-style CRM for my U.S. company and I need an expert who can take me from zero to fully-functioning fast. Your job is to stand up a brand-new system that seamlessly manages leads, supports customers, and automates our marketing without me having to babysit the tech.
Here’s what the finished environment must do:
• Capture, track, and score leads from multiple sources in real time
• Route tickets and chats so my support team sees a single customer timeline
• Run automated email, SMS, and pipeline campaigns that feel personal but scale effortlessly
• Talk to the tools we already rely on—our email marketing platform, the sales cart/CRM we use to close deals, and our accounting suite—so data flows both ways without manual exports
I don’t have any legacy CRM to migrate, so you’ll be working with a clean slate. Expect to spin up custom pipelines, tags, and dashboards, link the platform to our email marketing, sales, and accounting tools, and leave me with a concise Loom walkthrough so my staff can take over day-to-day use confidently.
If you’ve implemented GoHighLevel (or comparable systems like HubSpot, ActiveCampaign, or Zoho) from scratch and can prove it with past work, let’s talk timelines and milestones.
Here’s what the finished environment must do:
• Capture, track, and score leads from multiple sources in real time
• Route tickets and chats so my support team sees a single customer timeline
• Run automated email, SMS, and pipeline campaigns that feel personal but scale effortlessly
• Talk to the tools we already rely on—our email marketing platform, the sales cart/CRM we use to close deals, and our accounting suite—so data flows both ways without manual exports
I don’t have any legacy CRM to migrate, so you’ll be working with a clean slate. Expect to spin up custom pipelines, tags, and dashboards, link the platform to our email marketing, sales, and accounting tools, and leave me with a concise Loom walkthrough so my staff can take over day-to-day use confidently.
If you’ve implemented GoHighLevel (or comparable systems like HubSpot, ActiveCampaign, or Zoho) from scratch and can prove it with past work, let’s talk timelines and milestones.
Related categories:
PHP
Software Architecture
CRM
MySQL
Email Marketing
Lead Generation
Automation
ActiveCampaign