HubSpot CRM Free Version Customization

$30-250 USD

Abierto

Publicado

hace 4 días

•

Termina en 2 días

$30-250 USD

Pagado a la entrega

Description: I am looking for a skilled HubSpot specialist to help customize and optimize the free version of HubSpot CRM based on the data provided in a CSV file. The goal is to streamline contact management and improve operational efficiency by creating a tailored CRM setup that aligns with the data structure and business needs. Project Requirements: Data Import: Review and clean the data from the provided CSV file to ensure proper formatting. Map the data fields to HubSpot properties during import (e.g., "Company" to "Company Name," "City" to "Location"). Custom Property Creation: Create custom properties in HubSpot for fields such as "Range" and other unique categories in the data that are not part of HubSpot's default properties. Contact Segmentation: Configure filters and dynamic lists based on key fields like "City," "Range," or any other relevant data points to enable segmented views and targeted communication. Pipeline Setup (if applicable): Adjust or create deal pipelines to align with the operational processes of the business, ensuring smooth tracking of workflows. Dashboard Personalization: Set up personalized dashboards and reports for visualizing key metrics and monitoring imported contact data effectively. Automation Suggestions: Recommend automation options within the free version of HubSpot, such as task notifications or basic workflows, to improve productivity. Documentation and Training: Provide a brief guide or training session to help the team understand how to navigate and use the customized CRM efficiently. Deliverables: Fully customized and operational HubSpot CRM tailored to the data provided. Clean and segmented contact lists with appropriate filters. A detailed document or video tutorial explaining the setup and usage of the customized CRM. Ideal Freelancer Skills: Expertise in HubSpot CRM (free version). Experience with data import and mapping from CSV files. Proficiency in creating custom properties and optimizing CRM workflows. Attention to detail and strong communication skills for effective collaboration. Objective: The ultimate goal is to create a streamlined, easy-to-use CRM that enhances contact management and supports future growth.

CRM

Zoho

Excel

ID del proyecto: 39026781

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14 freelancers están ofertando un promedio de $166 USD por este trabajo

@schoudhary1553

Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep

$220 USD en 4 días

4,9

(539 comentarios)

8,5

@TonmoyRoy111

hello, My name is Tonmoy Roy, and I am excited to express my interest in this opportunity. With over 14 years of hands-on experience and an exceptional 99% success rate, I bring a proven record of delivering high-quality results quickly and accurately. My expertise and commitment to excellence make me a strong candidate for this role. I am enthusiastic about the chance to contribute my skills to your team and ensure the successful execution of this project. Please feel free to reach out if you have any questions or require additional details. I look forward to the possibility of collaborating with you. Thank you for your time and consideration! Best regards, Tonmoy Roy

$140 USD en 7 días

5,0

(496 comentarios)

7,8

@Tanmoy236

Hello! I specialize in customizing and optimizing HubSpot CRM to streamline contact management and improve operational efficiency. With over 9 years of experience in Excel, CRM, and Zoho, I can help you tailor your HubSpot CRM setup to align with your data structure and business needs. Here's how I can help: - Review and clean the data from your provided CSV file to ensure proper formatting - Map data fields to HubSpot properties during import, such as "Company" to "Company Name" and "City" to "Location" - Create custom properties in HubSpot for unique categories like "Range" and other relevant fields - Configure filters and dynamic lists based on key fields for segmented views and targeted communication - Adjust or create deal pipelines to align with your operational processes for smooth workflow tracking - Set up personalized dashboards and reports to visualize key metrics and monitor contact data effectively - Recommend automation options within the free version of HubSpot to improve productivity - Provide a detailed guide or training session to help your team navigate and use the customized CRM efficiently Your HubSpot CRM will be fully customized and operational, enhancing your contact management and supporting future growth. Could you please provide the CSV file and any specific requirements or preferences for the CRM setup? Looking forward to assisting you!

$140 USD en 4 días

4,9

(283 comentarios)

7,1

@kamran2012

Hello, I can help you customize and optimize the free version of HubSpot CRM to align with your business needs based on the provided CSV data. With expertise in HubSpot CRM, I will ensure proper data import, custom property creation, segmentation, and tailored workflows for streamlined contact management and operational efficiency. Questions: - Could you share details about the specific fields in your CSV file and any unique properties that need to be added? - Are there particular metrics or reports you'd like prioritized in the dashboard? - Would you prefer a written guide or a video tutorial for the training session? Deliverables: - Fully customized HubSpot CRM with clean and segmented contact lists. - Tailored pipelines, properties, and dashboards. - A user-friendly guide or training session to ensure efficient usage. Let’s discuss the specific details in private to ensure everything meets your expectations. I am a TOP Rated Freelancer, and you can check my past work and reviews here as well: https://www.freelancer.com/u/kamran2012 Looking forward to potentially working together on this project. Thanks and best regards, Kamran

$250 USD en 7 días

5,0

(2 comentarios)

5,0

@abrahamamav

Hi, I am Abraham and I’d love to help with this project. With experience in data mapping, CRM setup, and automation, I can deliver a tailored CRM solution that aligns perfectly with your business needs. Here’s my approach: Data Import & Cleanup: I’ll review and clean the provided CSV file, mapping fields like "Company" and "City" to HubSpot properties and creating custom fields (e.g., "Range") for unique categories. Contact Segmentation: Filters and dynamic lists will be set up for key fields like "City" or "Range," enabling clear segmentation and targeted outreach. Pipeline & Dashboard Customization: I’ll configure deal pipelines (if needed) and build dashboards/reports to visualize and manage your data efficiently. Automation Suggestions: I’ll recommend basic workflows within the free HubSpot version, such as task notifications, to streamline operations. Training & Documentation: A brief guide or video tutorial will ensure your team can easily navigate and use the customized CRM. I’m detail-oriented and have extensive experience in CRM optimization, including importing data and creating seamless workflows. Let’s collaborate to create a user-friendly system that supports your goals and growth. Looking forward to discussing further!

$250 USD en 7 días

4,8

(1 comentario)

0,4

@muhammad362

Hello RMARTECHCL, I am Saif, a Zoho specialist with 7+ years of experience. I have carefully reviewed your requirement for customizing and optimizing the free version of HubSpot CRM based on the provided CSV data. To achieve this, I will meticulously clean and import the data, map fields accurately, create custom properties, set up contact segmentation, adjust pipelines if needed, personalize dashboards, suggest automation options, and provide comprehensive documentation/training for efficient usage. My portfolio links: https://www.freelancer.pk/u/muhammad362 Let's discuss further in chat to align the project with your specific needs. Regards, Saif

$50 USD en 3 días

0,0

(0 comentarios)

0,0

@sobia49

Hello RMARTECHCL, I understand that you are seeking a skilled HubSpot specialist to customize and optimize the free version of HubSpot CRM based on data from a CSV file. I will review and clean the data, map fields to HubSpot properties, create custom properties, configure contact segmentation, set up pipelines, personalize dashboards, suggest automation, and provide documentation/training. With expertise in CRM customization and proficiency in HubSpot, I am confident in delivering a tailored CRM setup that aligns with your business needs. Please review my portfolio for relevant examples: https://www.freelancer.com/u/sobia49 I assure you of effective communication and collaboration throughout the project to ensure a successful outcome. Best regards, Sobia

$30 USD en 3 días

0,0

(0 comentarios)

0,0

@marekk37

Hello! I’m excited about the opportunity to assist you with customizing and optimizing your HubSpot CRM based on your provided CSV data. I understand you're looking to streamline contact management and improve operational efficiency by creating a tailored CRM setup. With previous experience in importing and mapping data to HubSpot properties, I can ensure your data translates seamlessly into the CRM. My solution will include creating custom properties, setting up contact segmentation, and personalizing your dashboards for effective monitoring. Are there specific metrics you want to track on the dashboard, or particular workflows you envision? I can complete this project efficiently and within a reasonable budget, ensuring a smooth transition. If hired, I am confident that this project will be a success and will enhance your team's productivity and data management. I look forward to collaborating on this and bringing your vision to life!

$140 USD en 7 días

0,0

(0 comentarios)

0,0

@UpgradeRising

Being a skilled data analyst, I am confident in my ability to excel (pun intended) at this particular project. With extensive experience working with CSV files and various datasets, I understand the importance of clean data and proper mapping for effective analysis. My expertise with HubSpot CRM, combined with my proficiency in Python, Excel, Power BI, and SQL will ensure a seamless integration of your valuable data into a customized CRM that aligns perfectly with your business needs. Moreover, my strong attention to detail & communication skills make me an ideal collaborator. I'm not just focused on completing the tasks at hand; I take a proactive approach to identify additional automation opportunities and suggest improvements unique to your business needs. This encompasses setting up efficient dashboards and personalized reports for visualizing key metrics that foster intelligent decision-making. Ultimately, my goal is not just to deliver a customized HubSpot CRM tailored to your data. Intrinsic to my work ethic is the desire to create lasting value - so that even after project completion you're equipped with the knowledge and understanding of how to make the most of your CRM. Let’s leverage our combined intelligence to transform how you manage contacts and maximize efficiency across-the-board!

$140 USD en 1 día

0,0

(0 comentarios)

0,0

@haquethedev

Hello! I can customize hubspot as you mentioned in project description. I am an independent and professional developer holding 100% completion rate. I am highly interested about your project, Please Feel free to reach out for a brief discussion

$150 USD en 5 días