Workflow Automation and 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. · ...

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. · ...

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

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

+Job summary · Set up and automate GoHighLevel to capture, manage, and follow up with leads from website funnels and social media. · +ResponsibilitiesFull CRM setup. · Pipeline creation. · Integrating website and social media leads. · ...

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. ...

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 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 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'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 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 · ...

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 ...

+I'm an Associate Broker leading a 4-person real estate team in the DC Metropolitan area (38 transactions, $16M+ in sales volume in 2024), and I need an expert specialist to execute a complete CRM migration and custom automation setup. · +Migrate all data from Follow Up Boss to I ...

A mortgage broker based in Ontario, Canada is looking for a HubSpot-savvy VA or CRM specialist to help set up and organize their CRM from scratch. They need someone who can build the system, clean and organize data, and make it easy to use and grow over time. · ...

We're seeking a Freshsales CRM specialist to help us structure and automate our sales process from lead intake through deal closure. · Configure Freshsales CRM from a clean or lightly used instance · Create lead and deal automations (assignment, follow-ups, reminders) · ...

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 · ...

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