HubSpot CRM, Zoho CRM, Zoho One Consultant, Migration, Dashboards, Deluge
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I set up, clean and automate Hubspot CRM and Zoho CRM for small and growing businesses. HubSpot: HubSpot Audit and cleanup, duplicate removal, pipeline setup, lead routing, HubSpot dashboards and custom reports, HubSpot workflows, and CRM data migration to HubSpot from Pipedrive, Zoho, Monday.com, Salesforce or spreadsheets. Zoho One: Zoho CRM, Zoho Books and Zoho Inventory setup from quote to invoice, purchase orders by vendor, and Zoho Deluge custom functions and buttons. Every CRM projects includes written scope, field mapping, a test import, an SOP or recorded handover training.... Mehr lesen