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English
$
USD
I will be hubspot expert for crm setup workflows, zoho customization
Ajilo Mide
About this gig
Most agencies lose deals in the gap between a lead form and the first sales call. As a HubSpot expert, I set up your CRM so every lead is captured, followed up and tracked, and every won deal moves straight into delivery.
What I set up
- HubSpot CRM with pipelines, deal stages and HubSpot workflow automation
- Zoho CRM setup and Zoho customization with custom fields, layouts and blueprints
- Pipedrive CRM or Monday CRM if your team prefers a simpler tool
- Airtable CRM for small agencies that want flexibility
- Built for agencies
- Separate pipelines for new business, upsells and renewals
- Lead routing to the right account manager
- Follow up tasks and email sequences that run on their own
- Won deal triggers client onboarding and creates the project
- Dashboards for pipeline value, close rate and retainer revenue
- Clean start
- Contacts and deals imported from spreadsheets or your old CRM, with duplicates removed
- A short training video for your team
Tell me which CRM you use now and where deals get stuck, and I will suggest the cleanest setup.
Get to know Ajilo Mide
Ajilo Mide
Systems Architect for Agencies: Portals, Automation and CRM
- FromNigeria
- Member sinceMay 2026
- Avg. response time1 hour
Languages
English, French, German, Spanish
I build the systems agencies run on, so your team serves more clients without hiring more people.
What I build for agencies and consultancies:
→ White label client portals and reporting dashboards with your logo and domain
→ Agency automation: client onboarding, reporting and RevOps in Zapier, Make or n8n
→ White label AI SaaS tools you can resell to your own clients
→ CRM setup in HubSpot, Zoho, Pipedrive or Monday CRM so no lead is lost
Your clients see your brand. The system does the work.
Tell me what your agency sells and where time is lost, and I will map the fix.
Other Software Development Services I Offer
FAQ
Which CRM is best for an agency?
HubSpot for marketing heavy agencies, Zoho for full control at lower cost, Pipedrive or Monday for small sales teams. I recommend one before you order.
Do I need a paid plan?
Some HubSpot and Zoho workflows need a paid tier. I confirm exactly which before we start.
Can you move my data from another CRM?
Yes. Contacts, companies, deals and notes, cleaned and with duplicates removed.
Can won deals start client onboarding?
Yes. A won deal can create the project, folder and welcome email automatically.
Who owns the CRM?
You do. Everything is built in your own account.
