I will audit, fix, optimize and automate your hubspot CRM

United States

I speak English, German, Spanish, Italian, Hebrew

Salesforce and HubSpot CRM Setup, Cleanup and Optimization

A messy CRM, unreliable data, or complicated sales process can cost your business time and opportunities. I help businesses streamline Salesforce fields, page layouts, and sales processes while making...
About this Gig

Your HubSpot CRM may look busy but if leads are slipping through, workflows are failing, data is messy or your team is still doing tasks manually, the problem isn't HubSpot. It's how the system is configured.


I'll inspect your CRM properties, contact/company/deal data, lifecycle stages, pipelines, workflows, automation logic, lead routing, forms and reporting to uncover what's broken, inefficient or unnecessarily manual.


Then I don't just hand you a list of problems. I implement the agreed fixes, optimize the setup and build practical HubSpot workflows that help your processes run consistently.


  • CRM audit & data cleanup
  • Broken workflow & automation fixes
  • Pipeline & lifecycle optimization
  • Custom workflow automation
  • Properties & process optimization
  • Reporting & dashboard review
  • Lead management & routing


What sets my approach apart:

I focus on the business process behind the CRM not just clicking buttons inside HubSpot. Every change has a purpose: cleaner data, fewer manual tasks, better visibility and a smoother sales process.


Let's turn it into a system your team can actually trust. Send me a message and tell me what's not working.

Software:

HubSpot

Industry:

Business services & consulting

•

E-Commerce

•

Real estate