Attio CRM Setup

I'm looking for someone to setup CRM for 5 sales team members and integration the CRM using zapier, · typeform and calendly. · ...

HubSpot CRM setup sales pipelines & deal stages lead capture forms basic automations & workflows CRM cleanup & organization. · ...

Mortgage Brokerage – Phase 1 Revenue Foundation · HubSpot CRM setup and client experience automation for mortgage brokerage. · The central revenue engine for the business must manage leads, track readiness to transact, support loan origination workflows, and automate consistent c ...

We are a growing health-tech startup looking to evaluate CRM experts for a potential long-term collaboration. This role is currently in a discovery & interview phase to understand your approach, experience, and technical thinking before moving into implementation.This role involv ...

We're an AI company that connects luxury and premium fashion brands with major online retail platforms. · We are seeking CRM specialist to set up and configure account from scratch. · ...

We are seeking an experienced HubSpot CRM setup specialist to configure, optimize and automate our HubSpot account. · Complete HubSpot CRM setup · Create and optimize workflows for lead nurturing, follow-ups and task automation · ...

Experienced Close CRM specialist needed to set up my CRM and connect it with two outbound tools: Instantly (cold email) and PhoneBurner (power dialer). · Close CRM Setup · Create custom fields for leads and opportunities · ...

We are a growing service-based company seeking an experienced GoHighLevel (GHL) specialist to fully structure and optimize our CRM system. · This project involves building a clean, scalable sales and automation framework, not just basic configuration. We are looking for someone w ...

We're looking for an experienced GoHighLevel specialist to help us properly set up and manage our CRM environment.This role is focused on lead organization, pipeline setup and workflow automation. · CRM structure and contact management in GoHighLevel · ...

We are looking for an experienced Zoho CRM specialist to help with a quick setup task. · Scope of Work: · Set up Zoho CRM properly (basic configuration) · Import or organize contacts/leads · Configure one email campaign inside Zoho · Launch the email campaign successfully · Ensur ...

I need someone experienced with HubSpot CRM to set up a simple and clean system for my consulting business. This is one-time setup project. · ...

We are seeking an experienced Zoho CRM specialist to set up and automate a scalable CRM system for sales operations and management. · full Zoho CRM setup and customization · designing workflow automations · configuring task management · ...

A HubSpot-savvy VA or CRM specialist is needed to set up and organize a CRM from scratch. · ...

We are seeking a skilled GoHighLevel CRM Setup & Automations Specialist to help us streamline our marketing processes. · The ideal candidate will have extensive experience in setting up GHL, creating effective automation workflows,Customer Relationship Management · Email Campaign ...

We are looking for an experienced GoHighLevel expert to set up our CRM today. · POD-based setup (1 Consultant + 2 VAs per POD) · Multiple pipelines (one per POD) · Role-based permissions (Admin / Consultant / VA) · Custom fields for qualification & sales tracking · ...

We're a marketing/creative agency looking for an experienced GoHighLevel specialist to help us properly set up and customise our CRM to streamline both client onboarding and day-to-day internal workflows. · Mandatory skills: GoHighLevel, CRM Development, CRM Automation, workflow ...

We are looking for an experienced GoHighLevel specialist to help set up and customize our CRM to properly reflect our brand and internal workflow. · ...

I'm a life insurance agency owner building a private paid-lead system in GoHighLevel. This is a behind-the-scenes setup — no team access yet. I need someone who has: Built GoHighLevel for insurance or financial services Integrated Facebook Lead Forms → GHL Set up speed-to-lead SM ...

We are looking for an experienced GoHighLevel (GHL) expert to fully set up and customize our CRM from scratch. · We need someone who has proven experience with GHL CRM setup. ...

Law firm client is using Filevine for case management. We are now setting up a lead generation campaign so need FileVine to be setup from the lead standpoint. This means ensuring the intake team has all the appropriate fields, and that we can integration solutions such as GA4, Ca ...

We're looking for an experienced Zoho CRM specialist to set up a clean sales CRM. · ...